Upload documents to an employee's 201 file
The Files tab on an employee record holds the 201 documents. Upload a PDF or Word file with its type and an optional expiry date. An expiry date that has passed is shown in red.
Open the Files tab
Go to People, then Employees, and open the employee. Select the Files tab. The card is titled Employee 201 Documents and shows how many documents are on file. Each row lists the Document name and description, its Type, the Uploaded date, the Size and the Expiry date.
Upload a document
- Select Upload.
- Choose the Document Type.
- Enter the Expiry Date if the document expires, such as an NBI clearance or a medical certificate. It is optional.
- Enter the Document Name, for example "NBI Clearance 2026", and a Description if you want one.
- Choose the File. It must be a PDF, DOC or DOCX of 10 MB or less.
- Select Upload.
Download or remove a document
Select the download icon on a row to download it. Select the trash icon and confirm to remove the document from the 201 file.
Related
Questions people ask
Which file types and sizes can I upload?
PDF, DOC and DOCX files, up to 10 MB each.
Which document types are there?
Resume, Contract, Government ID, Medical, NBI, Certificate and Other.
What does the expiry date do?
It is optional and is shown in the Expiry column. Once the date has passed, it appears in red. Check the column when you review the record.
Who can upload and delete documents?
Only users who can manage employee files see the Upload button and the delete icon.