Managing Employee Files

One of the many benefits of implementing HR Partner is having all of your employee files stored securely in one place. In a world where increasing numbers of us are working remotely, an added advantage of this is easy access to these documents when not in the office. 

How to Add Files

You can add files to an employee record by opening the record from your Admin User portal and selecting "File Attachments" from the list of modules on the left-hand side. Once in the "File Attachments" area, you will see that you can either click in the box at the top to open up your computer files and attach that way, or simply drag and drop. 

Categories within File Attachments

To enhance the Users' visibility and usability of the "File Attachments" area, it is now possible to have "Categories" of documents, which work like the files in your computer documents. To add a new Category, simply head to "File Attachments" and select the "Add A New Category" option directly underneath the document upload area.  

You can then name the new Category Folder and restrict access to the category according to Department, Location, or Group.

Moving Documents

Documents can be moved to other categories or linked to entries against other modules easily. This eradicates the need to save documents that are stored within File Attachments to your computer, in order to re-upload them elsewhere within HR Partner. This is much more secure and much less work for your Admin Users!

Moving Documents to a Category

If you would like to move a document to a (different) Category, simply click on the three dots icon on the bottom right corner of that document and then select "Move File To":

Linking Documents to Other Modules

You can link documents stored in File Attachments to other modules too, but that must be done from the other module and not from within the File Attachments module. For example, if you have a document such as a passport stored here, you would need to head to the "Renewable Documents" module and link it from there. Continuing with the example of the passport, the steps on how you would do this are outlined below:

1) Head to "Renewable Documents" within an Employee Record  and select "Add Renewable Document" on the top right

2) You will then be taken to the screen below, which gives you the option to "Link Existing File":

Employees and File Attachments

When Employees log into their Employee Self Service Portal, they will be able to see a section called "My Documents", which is essentially the documents you have stored in their "File Attachments" and have given them access to.

What can they see?

Documents stored in the "File Attachments" area that are viewable to the Employee from their Employee Self Service Portal (ESS) are marked with an eye symbol on the bottom left corner, as seen in the screenshot below. To change whether or not a document is viewable to an Employee, simply click on the three dots icon on the bottom right corner, and you have the option to Show / Hide From Employee Portal.

You can learn more about ensuring employees have access to their My Documents ESS Portal module and how to make appropriate File Attachments visible to them in our article, Making Documents Available to Employees.