Attachments to user profiles

You can attach documents to user profiles to provide access to important information about each employee and help guide performance conversations.

This allows HR admins to upload relevant documents such job descriptions and user guides. Uploaded files can also be accessed from the Helpful Resources sidebar - making it easy for managers and employees to find when giving feedback. 

Who can see attachments on the profile? 

Attachments can be either public or protected. Public files are currently public within your account, so any of your team members within your Small Improvements account can see them on the employee profiles. Protected files are visible to the employee, their management team, and HR Admins. 

If you're looking for more private communication options, check out Private Notes or 1:1 meeting attachments

Who can upload or remove documents? 

  • The employee, HR admin, HR Assistants, and the employee's direct manager can upload documents
  • The employee, HR admins, and the employee's direct manager can delete documents

What are some use cases for attachments on employee profiles? 

  • Both the employee and HR are able to add attachments to an employee’s user profile. Uploading files such as an employee’s role description and a get-to-know-me document make for a more complete overview of the individual.
  • Employees can access User Profile attachments directly from the Helpful Resources sidebar.   

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