My files

Here you can find out how to add files, edit and delete them from your profile

Basic_Premium Plan

 

Files can be added to an employee's account. For example, it is possible to store a contract, ID card, driver's license or passport. Also sick certificates can be uploaded here and be looked into by planners and managers.

Contents:

Add file

Edit file

Delete file

Add file

By clicking on your name, you will find My files, here you will find an overview of all of your files.

 

If you want to add/see files of other employees you can simply click on the name in the Employees tab and scroll down on the subregister Overview.



By clicking on Add file you can upload a new file.



Here you give the file a Title and Description. The Expiration date is the date the document is no longer valid. Think of a drivers license that is valid until a certain Day. Also, if you have the rights to do so, you can decide if your employee can see the file you're uploading. When you're done, click on Submit.

💡Tip: You can set notifications for expiring files so you're always up to date about coming up expiries of files.

Edit file

When you want to edit a file, click the pencil behind the file. Here you can edit the file, then click Submit.

Delete file

Click on the Trash button to the right of the file. The file will be deleted after confirmation.

 

downloads.intercomcdn.comio32512264697e015a9a898580a6e85d371HC+-+YouTube+Footer+EN