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Answered

sharing a pdf document with all employees

  • March 11, 2024
  • 1 reply
  • 131 views
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  • MA1Getting Started
  • Getting Started

Dear all, is there a way of sending a document to all employees (without requesting them to sign etc) ?

Best regards

Best answer by International Support Team

Hi @MA1,

You have the option the upload a Document in the profile of the employee and notify by email the employee that a document has been added to their profile.

This you can do by going to Automations > Create Workflow > Start from scratch > Event in Personio > A document is uploaded > Select here a Category > Add:
 

 Add step > Send an email > fill in the required fields > Add > Activate.

 

Here you will find more information regarding: Create workflows.

Best,

 

Sofia 

1 reply

I
Personio Employee

Hi @MA1,

You have the option the upload a Document in the profile of the employee and notify by email the employee that a document has been added to their profile.

This you can do by going to Automations > Create Workflow > Start from scratch > Event in Personio > A document is uploaded > Select here a Category > Add:
 

 Add step > Send an email > fill in the required fields > Add > Activate.

 

Here you will find more information regarding: Create workflows.

Best,

 

Sofia 

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