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Upload company documents

Upload documents as an admin.

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Written by Joshua Shooter
Updated over a month ago

In PeopleHR, you can upload company documents and add documents to the employees' records.

To upload company documents, follow the steps below:

  1. Click Access Button image then click Employee.

  2. Click Documents then click the plus + icon.

  3. From here, you can:

    • Upload a document from your computer.

    • Add a link.

    • Filter access to the following areas:

      • Companies

      • Locations

      • Departments

      • Employee Access

      • Manager Access

Option

Steps

Upload a document from your computer

To upload from your computer, follow the steps below:

  1. Drag and drop the file in the box or click here to upload.

  2. Select a relevant category.

  • To add a new category, select Manage This List.

  1. To enable an employee to access this document in their record, select Employee Access.

  2. To enable a manager to access this document in an employee's record, select Manager Access.

  3. Click Next.

Add a link

To add a link to a document:

  1. In the employee's documents, enter the text for the link.

  2. Add the URL where your employee is directed to.

  3. Select a relevant category.

  • To add a new category, select Manage This List.

  1. To enable an employee to access this document in their record, select Employee Access.

  2. To enable a manager to access this document in an employee's record, select Manager Access.

  3. Click Save.

Supported document sizes and file types >

📌Note: You are unable to run a query on company documents within the system. Also, when company documents are deleted, there's no way to track them or their history. They will be permanently deleted.

Archive documents

To archive documents, unselect Employee Access and Manager Access. You can then select Archive as shown in the screenshot below.
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This way, only admins can view the documents. You can also create a new document category called Archived to identify these.


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