This article describes how you can upload individual documents directly to your employees’ Personio accounts.
Uploading individual documents
Navigate to the employee profile you wish to upload a template to. Next, open the Documents tab and click on Upload document.
First, select the category which the document is to be uploaded to, then enter a document name and date, and select a file. You can add an optional comment if you wish. Click on Upload to finalise the process.
The document is then generated under the relevant category. You have the following options:
- Click on the document name to have a preview displayed.
- Click on the small blue pencil icon to edit the document category, title, date or comments.
- Download the document.
- Delete the document.
- Additional information is displayed about the size and creation date of the file.
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