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How do I Add a File to a Staff Member's Profile?

← Files

Navigate to your Staff tab and locate the staff member you would like to add a file for.

NB: Alternatively, you can type their name in the search bar at the top of your screen. 

Once you are on the staff member's profile, navigate to their Files tab. Here, you will find all the files uploaded to the staff member's profile. 

Click Upload to add a new file. This will prompt a new dialog box to appear which will allow you to select a file to upload.  

Here you have three options:

  • Drag files from your PC's file explorer
  • Upload from your computer
  • Upload from Google Drive
Upload the file or files using your preferred option. 

From the Add to a folder? dropdown, you can select a folder to add the file(s) to if necessary.

Ticking the This file expires checkbox allows you to choose a date when the file will no longer be relevant. This is useful for things like employee contracts that have a set end date.

NB: You can see how you manage your file expiry notifications here.

You can share the file(s) you're uploading with other employees by clicking the Share with staff or groups toggle. This will allow you to select who you would like to share the file(s) with.

NB: By default, the file will be shared with the uploader only. You will need to share them with other users that need access in order for them to view the file(s). 

Once you have completed all the required settings, click Upload.

The file will then appear in your company files list.



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