Uploading Individual Documents

 

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.

Document_Work_Contract.png

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.

Work_contract_Upload.png

 

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.

uploaded_document.png

 

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