Managing Employee Profiles & Details
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      3. Managing Employee Profiles & Details

      Adding a New File or Folder to the Employee tabs

      How to add files or folders to an employee's profile (an employee's electronic filing cabinet)

      WATCH: Video guide
      READ: How to add a new file or folder

      The following video outlines:

      1. Two different ways to access the employee folder.
      2. How to create a new folder and how to add files to a folder.
      3. How to grant access to the employee to view a folder, explain when it's appropriate to do so.

      By the end of this video, you'll have a clear understanding of how to manage files and folders on an employee's profile.

       

      Written steps: 

      The following written step guide is intended as a quick-reference refresher for adding files to an employee's profile in MyHR.

      Step 1 Search for your person on the search bar in launchpad 
      Step 2 Select your person 
      Step 3 Click Documents Tab 
      Step 4 Click add folder on left hand side 
      Step 5 Select the folder you want to add 
      Step 6 Once folder is created, decide if you want the employee to be able to see the folder by clicking show or hide on the eye icon
      Step 7 Add documents - option to ask them to electronically accept the document