Answered

Employee Documents

  • 22 September 2023
  • 1 reply
  • 39 views

Hi

I would like to upload a generic employee handbook and have this visible to all employees

Currently, i know i can go into each employee files and then into their documents and upload. Is there a way that i can simply upload and then share with all active employees so they can then access it in their own profiles?

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Best answer by International Support Team 25 September 2023, 15:15

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Userlevel 5

Hi @jodieharkin,

We have the option to perform a multi-upload of employee documents so that several documents get uploaded at once to Personio and automatically assigned to the corresponding Employee profiles. To do that, you have to remane the documents in one of the followings formats:

  • Firstname_Lastname_Category_ddmmyyyy 
  • Firstname_Lastname_Category_dd.mm.yyyy
  • EmployeeID_Firstname_Lastname_Category_ddmmyyyy
  • EmployeeID_Firstname_Lastname_Category_dd.mm.yyyy
  • EmployeeID___Category_ddmmyyyy 
  • EmployeeID___Category_dd.mm.yyyy

 

Then, you have to navigate to Imports > Employee Documents (Multiupload) and upload all documents and click on Next. After the import, the uploaded documents can be viewed in the employee profile under the Documents tab and their respective category. 

For more information about this topic, you can visit our Helpcenter article: How to upload several documents at once via the documents multi-upload.

Please let me know if this is not clear! 

Wishing you a lovely day!

Best,

Zulema

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