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Answered

Moving employee document from one category to another

  • March 15, 2024
  • 5 replies
  • 52 views
K
Explorer
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Hi all,

I have uploaded employee documents in the wrong documents category.

Can I move the document easy to the correct category or do I have to delete the document and perform the upload again and then choose the correct category?

Best answer by kterhaar

Hi Zulema

In fact quite easy.

You go to the employee concerned and then choose the documents category.

Then choose the document category in which the document is currently archived.

Hover over the document name and choose “Edit” on the right side. 

In edit mode you can change the category for this document and click on “save”.

 

KR

Kees

5 replies

K
Explorer
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  • kterhaarExplorer
  • Author
  • Explorer
  • March 15, 2024

Hi all,

Already found how to do this, so solved

    I
    Personio Employee

    Hi @kterhaar,

    Thanks for letting us know that you find the way to solved it, I’m glad to hear so! 😃 

    Maybe you can share with us the steps you followed so other users can have this information available and maybe we found best practices! 💪🏼

    Please let me know if you need anything else! 

    I wish you a lovely evening! 🙌🏼

    Best,

    Zulema

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    K
    Explorer
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    • kterhaarExplorer
    • Author
    • Explorer
    • Answer
    • March 27, 2024

    Hi Zulema

    In fact quite easy.

    You go to the employee concerned and then choose the documents category.

    Then choose the document category in which the document is currently archived.

    Hover over the document name and choose “Edit” on the right side. 

    In edit mode you can change the category for this document and click on “save”.

     

    KR

    Kees

      I
      Personio Employee

      Hi @kterhaar,

      Thanks so much for sharing the steps with us! 😃 Now other users can learn how to do it! 

      It is very easy indeed! 🚀

      Have a great day ahead! 

      Best,

      Zulema

       

       

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      D
      Explorer
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      • delleighExplorer
      • Explorer
      • June 5, 2024

      @kterhaar 
      Is there a way to do this in bulk?
      For multiple documents in the same (incorrect) category?

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