Your administrator will create a structure for Employee documents that will be consistent within your organization. Let’s explore an Employee profile.
Employee profile folders are arranged for HR documents.
Users have different access to Employee profiles and their folders, controlling the ability to upload, view, modify, update, share, download and delete documents. As a User, you can view the documents in folder or thumbnail view. You also have several options to download the files.
- Open an Employee record
- Click the Folder link in the left panel
- Click the Browse button drop-down
- Review the options
- Click the Browse button or Browse folder option
- The documents are displaying in the Thumbnail view
- Hover over a document to review the meta data
- Click on the Flat view button
- Hover over the Download documents from search as zip button
Note: The documents will be added to a zip file and available in the Workplace
- Click the Sort button
- Click either Name or Creation Date
- Click the Sort button again
- Notice there is a reverse option