Uploading Individual Documents

 

This article describes how you can upload individual documents directly to your employees’ Personio accounts.

 

Uploading Individual Documents

Go to the employee profile you want to upload a document to. To do this, open the Documents tab and click on Upload Document. 

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First select the category for the document. Then enter a document name and date and select a file. You can add an optional comment if you want. Click the Upload button to complete the process.

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Personio will perform a virus scan on all documents. This may take a few minutes during which an 🔄 icon and the status Virus scan will appear with the document. If the document is secure, it will become available for download once the scan is completed.

If it is rated as not secure or a virus is found, a ⚠️ icon will appear with the file. The only action that you or your employees can perform in that case is to delete the document.

 

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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