Documents

Documents can be uploaded and attached to an employee profile (e.g. an employee's resume).

Navigating to the Employee Profile
  • From Talent Management, click Account Admin from the menu near the top-right.

    LMS_-_Account_Admin_-_01.png

  • Click Edit for the employee to view their profile.

    People_-_Menu_-_03.png

  • The Details tab should be the initial tab you see when viewing the employee profile.

    People_-_Profile_-_04.png

Uploading a Document

  • Click Upload Document.

    People_-_Documents_-_02.png

  • Fill out the modal window.
    • Specify the document category.
    • Enter a name for the document.
    • Click Select and find the document that should be used.
    People_-_Documents_-_Add_-_01.png
  • Click Upload.

Viewing a Document

  • Click the name of the document.

    People_-_Documents_-_03.png

  • A new tab/window will open for you to view the document.

Deleting a Document

  • Click Delete.

    People_-_Documents_-_Delete_-_00.png

  • A confirmation modal will appear. Click OK.

    People_-_Documents_-_Delete_-_01.png

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