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. Go to Documents > Upload. 

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      • 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.

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      • 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.

    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.

 

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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