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)



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