Where can I Upload and View my Documents?
Purpose: This guide will show you how to upload documents to your employee profile.
If you have been given access, you will be able to upload your own documents to the Documents tab on your employee profile. To do this, navigate to "My Info" and click on the "Documents" tab. Select "Upload" and browse for the applicable document or simply drag and drop the document in the pop-up box. Once you have uploaded a document, it will automatically appear in the "Employee Uploads" folder* and can only be moved to another folder by an administrator.
*Please note the "Employee Uploads" folder will not show up until you've uploaded your first file. Additionally, any files you've attached to an Onboarding or Offboarding task will automatically be uploaded to this folder.
The Documents tab includes any personal documents that have been shared* specifically with you. Click on a folder to see all documents within the folder. Click on the document title to preview the document. The preview pop-up will give you three options: Download, Print or Email the document.
*When you upload a personal document, it will automatically be shared with you.
To view any company files that have been shared with you, navigate to Files. You will only be able to see company files that have been shared specifically with you. Simply click on the file name to preview the file. The preview pop-up will give you three options: Download, Print or Email the file.