How To Upload And Manage Employee Files
Noah Parker16 Jul 2026
Employee Files lets you securely upload, organize, and manage documents for individual employees. You can create folders, upload files, control who can access them, and perform actions such as renaming, moving, downloading, or deleting files.
Why Use Employee Files?
Employee Files helps you:
Store employee-related documents in one place.
Organize files into folders.
Upload documents, images, videos, and audio files.
Control file visibility with access permissions.
Manage files directly from an employee profile.
How To Open Employee Files
Follow these steps:
Go to Employees from the left navigation menu.
Select the employee whose files you want to manage.
Open the Files tab from the employee profile.
You can now create folders, upload files, and manage existing documents.
How To Create A Folder
To organize employee documents into folders:
Open the employee's Files tab.
Click Create.
Select Folder.
Enter a folder name.
Save the folder.
The new folder will appear in the employee's file list.
How To Upload Files
Follow these steps to upload a file:
Open the employee's Files tab.
Click Create.
Select Upload Files.
Drag and drop your file into the upload area, or click Browse to select a file.
Choose the file access permission.
Click Upload.
The uploaded file becomes available immediately after the upload is complete.
File And Folder Access Permissions
Before uploading a file, choose who can access it.
Employee And Management
Select Employee and Management if both the employee and authorized management members should have access to the file.
Management Only
Select Management Only if the document should remain confidential.
Management includes:
HR Managers
Department Heads
Administrators
Files with this permission display a lock icon, indicating restricted access.
How To Manage Uploaded Files
Every uploaded file includes an Actions menu.
Open the menu to access the available options.
View Details
Rename
Move
Download
Delete
Note: Deleted files cannot be recovered.
Frequently Asked Questions
Which File Types Can I Upload?
You can upload supported images, documents, videos, and audio files.
Can Employees Access Every Uploaded File?
No. Access depends on the permission selected during upload.
Employee and Management allows both the employee and management to access the file.
Management Only restricts access to HR managers, department heads, and administrators.
How Do I Identify Restricted Files?
Files marked with a lock icon are only accessible to management users.
Can I Move Files Between Folders?
Yes. Select Move from the file's Actions menu and choose the destination folder.
Can I Rename A File After Uploading?
Yes. Use the Rename option from the file's Actions menu to update the file name without uploading it again.