Files

The Files tab can be found via People > Files and provides a central place for managing all Employee Files. You can add files to employees to store employment files, training certificates, or other important documents for future reference. Files uploaded here are only visible to Admins.

To upload a file to an employee profile, click the button in the top left and select the employee you wish to add the new file to.

In the pop-up that appears, clicking on the document selection space will open up your computer's file browser. Select the file you want to upload and after entering a description of the file, click the Upload button.

Uploaded files can be downloaded at any time by clicking on it in the list of files. To delete a file you no longer require, click the x to the far right of the file. A pop-up will confirm whether you want to remove the file. Important: removing a file is permanent and removed files are irretrievable. 

You can also manage files from within an individual employee's record, as seen here: Employees - Files