Creating and accessing employee files

How to access and create employee files

• How to access an employee's files.
• How to create a new file.
• How to make files available for employee self-service.
• Watch the training video.

How to access an employee's files

1. Find the specific employee - there are two ways to do this:
   1. Search for the employee using the 'Search My People' field on the MyHR Launchpad (on the right of the screen) and click on their name.
      
      
   2. Click on the 'My People' tab and select the employee from the list of people.
      
      
2. You will land on their 'Overview' tab, which shows their details and any reminders.
   
   
3. Click on the 'documents' tab - all of the person's existing files (folders) will be listed.
   
   

How to create a new file

1. Click 'Add folder' (on the left of the screen).
2. Choose the name of the folder using the drop-down menu and click 'Add'.
3. Add any documents you want to keep in the folder, either by browsing for them or dragging and dropping them.

How to make files available for employee self-service

All files (folders) that an employee can access in self-service will be marked with green text stating the person can see it.

Employment agreements and performance reviews are visible by default as the employee needs to use these from the start of employment. All other folders must be made visible by an owner or manager.

To make a folder visible (available for employee self-service):

1. Click on the folder.
2. Under the folder name it will state the employee cannot see the file.
3. Click 'Show'.

Note: Folders can be made invisible by following the same process and clicking 'Hide'.

Watch the training video

This short video provides an overview of how to access and create employee files, and make them visible to the employee.