Evo Navigator is the home screen you see when you log in to Access Evo. Quick Actions are shortcuts on Evo Navigator that each open a short form for a common task, so you don't need to open another part of the system.
You can use the Add Company Documents quick action to upload files or share web links with employees across your organisation, and choose which companies, locations, departments and roles can see each one. Your organisation's settings control who can use Add Company Documents. If you can't find it, contact your Human Resources (HR) team.
What you can share
You can share files or web links:
Document type | What you can share |
Add a file | Up to 10 files at once, with a maximum of 30 megabytes (MB) per file. |
Add a web link | The address of a web page or online resource. |
You can upload files in these formats: .doc, .docx, .jpeg, .jpg, .ods, .odt, .otp, .ots, .pdf, .png, .ppt, .pptx, .xls and .xlsx.
Show Add Company Documents on Evo Navigator
Add Company Documents doesn't appear on Evo Navigator until you add it. You can add it from Quick Actions Preferences:
Click Quick Actions Preferences in the Quick Actions area of Evo Navigator.
Enter Add Company Documents in the Search bar, or select PeopleHR in the product filter.
Select Add Company Documents to add it to your Quick Actions.
Share a file or web link
You can share a document with the right people in a few steps. Watch the video or follow the steps below:
Click Add Company Documents in the Quick Actions area.
Select Add a file or Add a web link in the Document type list.
Click click here to upload to select your files. For a web link, enter the web address instead.
Select the companies, locations and departments that can see the document.
Select Employee access, Manager access or both under Access.
Click Save.
The Companies, Locations and Departments fields start with All selected, which shares the document with everyone in that field. Open a list and select specific values to narrow it down.
Your document or link becomes available to the people you selected as soon as you click Save, with no approval needed.