How To Upload, View, & Download Employee Files As An Administrator

Goal

How to upload an Employee File:

Click the Employees tab
On the left hand navigation bar, select the appropriate Employee List: Active, Pending, On Leave, or Inactive
Under Search, input the name of the specific employee
Under the Edit column click the pencil icon that corresponds with the employee
On the left hand navigation bar, click Upload Files
Under Upload a File, click Choose a File and select the appropriate File to upload
Under Description, input an explanation about the File
Under Visible to, select either of the following: Everyone, Super and Team Administrators, Super Administrators and Employees, or Only Super Administrators
Under File Category, click the drop down menu to select the appropriate category
Once completed, click Upload File

How to view an Employee File:

Click the Employees Tab
On the left hand navigation bar, select the appropriate Employee List: Active, Pending, On Leave or Inactive
Under Search, input the name of the specific employee
Click the Pencil icon under the Edit column that corresponds with the employee
On the left hand navigation bar, click Upload Files
Click the Eye icon under View File and along the file name to view/print the file

How to download an Employee File:

Click the Employees tab
On the left hand navigation bar, select the appropriate Employee List: Active, Pending, On Leave, or Inactive
Under Search, input the name of the specific employee
Under the Edit column click the pencil icon that corresponds with the employee
On the left hand navigation bar, click Upload Files
Click the Paper icon under Download File to automatically download the file

Please note, that the maximum size that the file can be uploaded as is for 16MB.

If you do not see an appropriate File Category to select, you will need to create one.

Please note, only Super Administrators and Team Admins with the permission to view and update Employee Files will be able to upload employee files.