How To Attach a File to a Note on an Employee’s Profile

When adding a note to an employee's profile, you have the ability to attach files to the note. Files can vary from emails, PDFs, etc. and can be used to track employee communications, performance management, incidents, etc. 

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1. From Menu, select Employees. Under Employee Details, click the drop down arrow and select Notes.

2. Find the Note to which you would like to attach a document and click on Attach fileEnter a title for the document to be uploaded and click Select and upload.


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