Perform & Engage 365 also provides an option for employee files to be uploaded should you wish to do so. This may be useful for those who may not use a HR system to upload documents such as employee contracts.
To upload a file, go to the profile section for the relevant employee and click the ‘Employee Files’ tab.
At the top right corner of this section, you’ll see a button that says ‘Add new file’. Click it to open the upload menu.
First, you’ll have to select what type of document it is. This does not refer to file type, but rather the purpose of the document. By default, the only option available is ‘General Employee File’. Choose the file from your computer, and give it a name/description in the box to the right.
We also recommend that you tick the box to provide your employee with an email notification, although this is technically optional.
Once you’ve selected and named your file, click the ‘Upload’ button near the bottom right. You’ll be returned to the employee’s profile page. Now that the file has been uploaded, we can see it in the ‘Files’ section with two buttons next to it. The red bin button deletes the file, while the blue ‘View’ button downloads it.
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