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Employee Management

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.

  1. From the sidebar, click "Employees." Search for the employee, then select their employee card.
  2. On the employee profile page, click the "HR Notes" tab, then click "Add HR Note."
  3. Enter a "Title," for example Employment Contract, then click "Create Note."
  4. 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.

Other articles in this section

Where Can I View Employee Records? How to Activate an Employee's Login How to Change an Employee Login Email How to Free Up a Seat How to Add an Employee and Activate Their Login How to Add a Widget to the Admin Dashboard
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