Add Employee Document

Use Add Employee Document to give access or restrict access to an employee document for a specific employee. This option provides the ability to attach documents to a specific employee record. The total document space available for each employee record is displayed at the top of the screen in megabytes (MB).

Add an Employee Document

1. Click administration | Forms & Documents | Employee Documents & Links.

2. Select the employee you want to add a document for.

3. Click Add Document. The Add Employee Document screen displays.

4. Browse for a file or drag and drop a file.

5. Type the document title in the Title: field.

6. Select a specific Category from the Category: drop-down menu.

7. Check the View in Employee Tab check box if you want the employee to view the document in the employee tab.

8. Click Save.

Supported File Formats

• Microsoft Word (.doc, .docx, .dot, .dotx)

• Microsoft PowerPoint (.ppt, .pptx)

• Microsoft Excel (.xls, .xlsx)

• Adobe Acrobat PDF (.pdf)

• Image (.jpg, .jpeg, .gif)

• Plain Text (.txt)

• Rich Text (.rtf)