Linking Files To Employee Records

You can upload files (W4, state license, CPR certification, etc.) to an employee’s record using the Files button in the employee table. If you do not see the Files button, it is because the screen is too small and you will need to expand the entry by clicking on the green plus icon immediately to the left of the employee name. When you click the Files button, a window will open up that allows for you to upload and edit files for this employee.

To upload a file, just drag and drop or click to open a file explorer window on your device.

Once the file has been uploaded, you can view , download , edit , or delete

You can set an expiration date on the file during the editing process. This is useful for documents that expire, such as annual licenses or certifications.

When a file reaches its expiration date, there will be a red notification in the Employee Table underneath Files.