How to Attach Files to an Employee Profile
You can keep an employee's files, such as an employment contract or an NBI clearance, on an HR note in their profile.
- From the sidebar, click "Employees." Search for the employee, then select their employee card.
- On the employee profile page, click the "HR Notes" tab, then click "Add HR Note."
- Enter a "Title," for example Employment Contract, then click "Create Note."
- Select the note from the list, then click "Upload Attachment" and choose the file.
Note: You need HR access to see the HR Notes tab. You can attach PDFs, photos, and Word or Excel files, and only your HR team can open them.