Any HR person would have to deal with a lot of sensitive files that contain crucial information regarding employees. Such documents containing sensitive information and files specific to employees can be stored under Employee Files with increased privacy.

To manage employee files, refer to Actions in Employee Files.

Watch our help video on adding and managing employee files:

Adding an Employee File

To add Employee Files:

1. From your home page, go to Operations > View all > Files > Employee Files and click Add Employee Files.
   
   
   

2. Select the file you would like to add. You can either upload the file from your desktop, from Zoho WorkDrive or other cloud services which includes:
3. Google Drive
4. Dropbox
5. OneDrive
6. Box
   
7. Evernote
   

All standard document file types such as .pdf .docx .xls can be uploaded with a maximum file size of 5 MB.

3. Enter the File Name.
   
4. Set applicability to the file using any of the file access options:
   Active employee: To share a file with a specific employee, select this option and select the applicable employee.
   Role: To share files with multiple roles, select this option and select applicable roles.
5. Enter a short description about the file.
   
   
   
6. Click the folder drop-down and select the existing folder or add a new folder. For more information on folders, refer to Folders. 
   The file will be placed in the selected folder.
   
   
   
7. Enable document acknowledgement to require users to read and acknowledge the document. For more information, refer to Document Acknowledgement.
   
8. In the File permissions selection set the file view and download permissions for applicable employees.
   
9. Select the relevant option under notifications through which you want users to be notified.
   
   
10. Click Save.
    The file will be successfully saved in your employee files, and applicable employee can view the file in Files > My Data > Shared with me or Shared with my Role tab.