Upload a document to your personal objective
In this lesson, you will learn how to upload a document to accompany your personal objective. Uploading a document is not typically a requirement of the process, however you may wish to do this in order to evidence your achievements for example.
Uploading a document to the objective will add this to your Personal folder by default – these will be visible to you, your manager, and system administrators.
Step One
Navigate to the Objectives and Reviews area using the side-bar navigation on the left-hand side of your screen. This is usually displayed as a clip board icon.
If you are using our New Menu Feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:
My Performance ➡️Objectives
Select the Objectives title and proceed with step two.
Step Two
Each tile corresponds to an individual objective – select the tile for the objective you wish to upload your document to. This will open the progress drawer to the right-hand side.
Step Three
Scroll to the OBJECTIVE CONVERSARTION section at the bottom of the drawer, and select the paperclip icon
Step Four
Click on the three dots/kebab to the right-hand side of the screen and select ‘Add File’ from the drop-down menu. Then click on the SELECT FILES button to choose the file from your device.
Step Five
Once the document has been uploaded to the personal folder, select the document’s title to attach this to the objective.
The document will now display above the comment in the OBJECTIVE CONVERSATION area (see below).
Step Six
Click the paper aeroplane icon to publish the document and accompanying comment (if applicable).
