Attaching Files to Employee Records

You can attach files to an employee record and open any files attached to it using the Employee Documents form. To access the form, open the Actions menu in Employee Details and select Documents.

To attach files to an employee record, do the following:

1. Click Load a Document.
2. In the Upload a File window, click Choose File.
3. Navigate to the file that you want to upload, and then click Open.
4. Click Submit in the Upload a File window.
5. Click Close in the successful upload message.
6. In the Confirm Document form, the Document Name field populates with file name.
7. You can enter any Document Notes.
8. Click Accept. You return to the Employee Documents form.

 

Once a document is in the Employee Documents list:

• Click the Document Name to download the document.
• Click the next to a document to remove it from the company record.
• Use the ESS check box to indicate whether the document is visible in Employee Self-Service (ESS).