Employee Document Upload

The article provides a guide on how to upload and view documents in an employee profile. Users can upload documents by accessing the Documents tab under My Info, where they can either browse for a file or drag and drop it into a designated area. Uploaded documents will be stored in the Employee Uploads folder, which becomes visible after the first upload. The guide also details how to view personal documents shared by others and company files. Users can click on folders to access documents and utilize options to download, print, or email them. The document includes images to illustrate the process. This resource is available in the Core, Pro, and Elite packages.

  • Jul 2, 2026
  • Knowledge

Title
Employee Document Upload
Article Text
This feature is included in the Core, Pro, and Elite packages.

Where can I upload and view my documents?

Purpose: This guide will show you how to upload a document to your employee profile.

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Table of Contents

Upload a document

If you have access, you can upload documents to the Documents tab on your employee profile. To do this, go to My Info and click on the Documents tab. Select Upload and browse for an applicable document or drag and drop a document in the pop-up box. After you upload a document, it will automatically appear in the Employee Uploads folder,* and only an administrator can move the file to another folder. 

*Please note the Employee Uploads folder will not show up until you upload your first document. Additionally, documents you have attached to an onboarding or offboarding task will automatically upload to this folder. 

View my documents

The Documents tab includes any personal documents that another user has shared* with you. Click on a folder to see all documents within the folder. Click on a document title to preview the document. The preview pop-up box will give you three options: Download, Print, and Email. 

*When you upload a personal document, it will automatically be available to you in your Documents tab.

View company files

To view shared company files, navigate the Files tab. You can only see company files that a user has shared with you. Click on a file name to preview the file. The preview pop-up box will give you three options: Download, Print, or Email.

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