Uploading Individual Documents
This article describes how you can upload individual documents directly to your employees’ Personio accounts.
Uploading Individual Documents
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- Go to the employee profile you want to upload a document to. Go to Documents > Upload.
- Select the category for the document. Enter a document name and date and select a file. You can add an optional comment if you want. Click Upload to complete the process.
- Personio will then run a virus scan on the document and a 🔄 icon will appear. If the document is secure, it will be available for download. If the document is deemed as not secure, a ⚠️ icon will appear and you will only be able to delete it.
- Go to the employee profile you want to upload a document to. Go to Documents > Upload.
Alternatively, your IT department can create an API integration that will automatically upload a document to the respective employee profile. They will find all the technical documentation in our Developer Hub.
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Editing Documents
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.
Find out how to upload multiple documents in this article.
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