How To Create And Edit File Categories

Goal

• How to organize files that have been uploaded
• How to request employees to upload specific documentation during employee onboarding

Environment:

• Push Web App

Process:

How to create File Categories:

1. Click the Company Name in the top right hand corner
2. In the drop down menu, click Company Setup
3. In the left hand Navigation bar, click File Categories
4. Click Add New File Category
5. Under Edit, click the Pencil icon 
6. Under Name, input what you wish to title the File Category 
7. Under Description, input an explanation 
8. Under Required, check/uncheck if this is a requirement 
9. Under Onboarding Upload, check/uncheck if this is requirement
10. Under Positions, leave blank for all Positions or click the box to select the specific Positions 
11. Once completed, click Save under the Edit column

How to edit saved File Categories:

1. Click the Company Name in the top right hand corner
2. In the drop down menu, click Company Setup
3. In the left hand Navigation bar, click File Categories
4. Under Edit, click the Pencil icon that corresponds with the File Category you wish to update 
5. Under Name, input what you wish to title the File Category 
6. Under Description, input an explanation 
7. Under Required, check/uncheck if this is a requirement 
8. Under Onboarding Upload, check/uncheck if this is requirement
9. Under Positions, leave blank for all Positions or click the box to select the specific Positions
10. Once completed, click Save under the Edit column

How to delete saved File Categories:

1. Click the Company Name in the top right hand corner
2. In the drop down menu, click Company Setup
3. In the left hand Navigation bar, click File Categories
4. Under Edit, click the Garbage icon that corresponds with the File Category you wish to remove

Additional Information

File categories can be used to organize files in the Employee Information, and are also used to allow employees to self upload their files. You will need to create file categories and assign positions in order for employees to upload their own files. 

For example: if you wanted servers and bartenders to upload their Serving It Right certificate, you will need to create a category, and assign servers and bartenders to that category.

Please note that only Super Administrators have access to create and edit File Categories. 

Related Articles

• How To Upload And Download Employee Files
• How to View the Employee Files Report
• How To Upload Employee Files As An Employee