Uploading documents to an employee’s personal folder
In this lesson, we will look at how you can upload documents to an employee’s personal folder. The employee’s personal folder can only be accessed by you (the employee’s manager), the employee, and system administrators. In contrast, documents uploaded to the Company folder can be accessed by anyone in the organisation.
Step One
Log in to the platform and select the People icon in the side-bar navigation to the left.
Then click on the MANAGE button in the top right-hand corner of the screen, this will allow you to access information for the employee’s that you manage.
If you are using our new menu feature, hover over the People section of the side-bar, then navigate to:
Manage ➡️People
Select the People heading and process with the rest of the information in this guide.
Step Two
Select the name of the employee from the directory list to open their profile where you would typically update their details.
Step Three
Select the ‘Documents’ tab to the left hand side, this will open the employee’s personal document folder.
Step Four
Click on the three dots to the left-hand side of the screen, then select ‘Add file’ from the drop-down menu.
Step Five
Click the ‘SELECT FILES’ button to select the document(s) from your device, this will automatically start uploading the document(s) to the employee’s personal folder.
Step Six
Once complete, the document will then appear in the grid at the bottom of the page. This completes the process.