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Employee Documents

How to Upload your Employee Documents to their Profiles

Sean McTiernan avatar
Written by Sean McTiernan
Updated over a week ago

In this article you will learn:

Please note: This feature is part of the Documents, Notes & Feedback app in our HR Management Suite.

What is the Employee Documents feature

This section can be used to store documents relating to each employee on their own profile. If documents are added to an onboarding checklist, a training record or a sick time off record, they will also populate into this tab into their relevant folders.

  • Give employees access to view selected documents using this help article.

  • Add a tag to each document to help with sorting using this help article.

How to Upload Employee Documents

  1. Go to 'Employees' tab from navigation bar

  2. Go to an Employee's profile

  3. Click into 'Documents' tab

  4. Select the 'Attach File' button

  5. Select a file from your computer

What files can be uploaded using the Documents feature?

The max upload size is 25mb.
It is possible to upload the following document types:

  • Portable Document Format (.pdf)

  • MS Word Document (.doc)

  • MS PowerPoint (.ppt)

  • MS PowerPoint (.ppt) (alternative MIME type)

  • Excel (.xls)

  • MS Excel (.xls) (alternative MIME type)

  • PostScript (.ps)

  • ZIP (.zip)

  • CSV (Comma-Separated Values)

  • Plain Text (.txt)

  • RTF (Rich Text Format)

  • RTF (Rich Text Format) (alternative MIME type)

  • OpenDocument Text (.odt)

  • OpenDocument Presentation (.odp)

  • OpenDocument Spreadsheet (.ods)

  • OpenOffice/LibreOffice Writer (.sxw)

  • OpenOffice/LibreOffice Impress (.sxi)

  • OpenOffice/LibreOffice Calc (.sxc)

  • Microsoft Excel Open XML Spreadsheet (.xlsx)

  • Microsoft Excel Open XML Spreadsheet Template (.xltx)

  • Microsoft PowerPoint Open XML Presentation (.pptx)

  • Microsoft PowerPoint Open XML Slideshow (.ppsx)

  • Microsoft PowerPoint Open XML Template (.potx)

  • Microsoft Word Open XML Document (.docx)

  • Microsoft Word Open XML Template (.dotx)

  • GIF (Graphics Interchange Format)

  • JPEG (Joint Photographic Experts Group)

  • JPEG (alternative MIME type)

  • PNG (Portable Network Graphics)

  • PNG (alternative MIME type)

  • SVG (Scalable Vector Graphics)

  • TIFF (Tagged Image File Format)

  • Icon (.ico)

What hosting is used for the Documents feature and what kind of security does it have?

Documents are hosted used Amazon Web Services using S3. These documents are stored with SSE-S3 encryption.

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