How HR managers can store documents
Objective
The purpose of this page is to describe how HR Managers can store documents in the 'Documents' section inside the digital personnel file of an employee.
Prerequisites
- SharePoint integration has been enabled
Click Through
- Start in HR HUB
- Under Administration, click on Employees
- Open the file of the desired employee
- Click on the tab Related
- Select Documents
- Click on + New
- Add the corresponding file
- Save & Close
Result
The document you uploaded is now stored in the employee's Digital Personnel File.
Tips & Tricks
If you were not able to store your employee's document as described above, please check the following:
- You are HR Manager and have a valid license assigned
- Digital Personnel File of the employee has already been created
- Make sure the SharePoint integration setup has been done correctly