How to upload a document to an employee

In this guide you'll learn how to upload a document to an employee profile in HR Toolbox.

Some information to remember:

• Document size must not be larger than 10MB.
• Documents will be visible to the HR Team, Managers and the Employee.

1 - Login in to your HR Toolbox account

You'll need to be logged in to your account to be able to upload a document to your company.

2 - Navigating to the Employee you want to upload a document for.

Find the employee you want to upload the document to in the employee list. Once you have their profile open click on the "Documents" tab.

Once you have this tab open click the "Upload new file" button.

3 - Fill out the form and select your document for upload

Using the form shown below you'll be able to give your new document a title (name).

4 - Congratulations your document is now uploaded!

The document has now been uploaded to the employee's profile.

Next see how you can upload a document to your companies document library.

How to upload a document to the Company Document Library