To upload new documents to an employee’s file, such as ID’s, warnings, performance evaluations, or resignation notices; or to view an employee’s documents, please search for their name in the search bar, or find it in the list of employees, then click on the name.

In the Employee Details box that appears, click on the Actions Icon in the upper right corner of the window.

In the menu that appears, click on the option titled “Documents.”

To upload a new document, click on the “Load a Document” link:

  1. Click on the “Choose File” button to select the document file.
  2. When the file is selected, click on the “submit” button.

Click on the “Close” button:

In the Document Notes field, write a brief a description of the document, then click on the “Accept” button:

To view the document, click on the name of the document.