There are two 'Documents' tabs you will see in People®. This article will be going into more detail on Company Documents. To learn more about Employee Documents (stored under each employee record), please see: 

http://help.peoplehr.com/documents/employee-documents

You will find company documents under the 'Documents' tab you will see on the left hand side with all other tabs is for your company documents (Company Handbook, Office Manual, Policies etc.)

To add a new document to this area, select the plus icon:

From here you will see this screen: 

You then have two options which will be explained individually below.

-Upload a document from your computer-

  1. First, drag and drop the document(s) you wish to add, or use the 'Click Here' button to browse your files. 
  2. Once you have selected a document, you will be prompted to select a Category. (If the category you want to select isn't there, click 'Manage This List' to add more options).
  3. Use the Company, Location and Department filters to specify who you wish to be able to view this document. If not included in the filter, this document will simply not show for a user in this area.
  4. Use the 'Employee Access' and 'Manager Access' to specify which user status you wish to view this document. This will go by the status shown under an employee's name in their own record:

If both options aren't selected, only admins can view this document. 

5. Click 'Next' to add the document.

-Add a Link-

  1. Enter the text in which you want to be displayed to identify the link.
  2. Copy and paste the link in the URL section.
  3. Select a category
  4. Use the Company, Location and Department filters to specify who you wish to be able to view this document. If not included in the filter, this document will simply not show for a user in this area.
  5. Use the 'Employee Access' and 'Manager Access' to specify which user status you wish to view this document. 

Thanks,

Customer Services Team.

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