Add a Document

HRIS users with administrative access can upload the documents they need to share with employees. To add a document:

1. Navigate to the Documents feature
2. Click the Company Documents tab
3. Click Upload Document
4. In the pop-up, give the document a title and upload the desired document by dragging and dropping or by clicking “choose file.” The document must be saved as a .PDF file no larger than 10MB. A green checkmark next to the file name shows that the upload was successful.
5. Click Upload so that the document appears in the list of Company Documents
6. Click View next to the file name to open the uploaded file in the HRIS. From here, you can choose to download the file or send it to other employees.

The platform also allows administrators to organize files in folders. To create a new folder:

1. Navigate to the Company Documents tab
2. Click New Folder
3. Name the folder
4. Click Save
5. Click the ellipsis (three dots) next to the folder name in Company Documents to either rename or delete the folder

A file can be moved into an existing folder. To do this:

1. Navigate to the Company Documents tab
2. Click the ellipsis next to the document name
3. Select Move to Folder from the dropdown
4. Use the dropdown menu to select the appropriate folder, which must already exist to accept new files 
5. Click Confirm

The ellipsis next to the document name will also allow you to download, rename, or delete a file. If you would like to move the file again, click Move to Folder. Choose Company Documents to move the file out of a folder or another folder name to transfer the file there.