To start the process of adding a document against an employee’s profile, start by heading into the Employee section from the main oneHR menu.

From here, search for the employee by name and click into their profile. From here, click on the ‘My Documents’ option on the employee sub-menu.

Here you will see the ‘My Documents Folder’ you can either upload documents directly into this folder, or you can set up categories within the folder to further sort and organise the documentation.

You can add as many or as few custom categories as you wish to do so. Once you have your categories set up, uploading documents is as simple as clicking on the ‘Upload to (folder name) folder’ button.

You will be required to give the document a description/title and then select the file using the file explorer on your PC.

Once uploaded, an admin, the employee and the employee’s manager will have visibility of this document.

Looking to add a company-wide document? Check out this guide here.