How do I attach resources to an employee?

How can I manage resources attached to an employee?

Would you like to attach files or hyperlinks to a specific employee that can be shared with both the employee and/or the supervisors?

The administrator and supervisors can add, edit and delete resources attached to employees. The resources can be uploaded as either file attachments or hyperlinks, and they may contain information that is relevant for the employee, e.g. a contract of employment. 

In this article, you will learn how to add, edit and delete resources attached to an employee:

• How do I add a file to an employee?

• How do I add hyperlinks to an employee?

• How can I see which attachments have been added to an employee?

• How do I edit resources?

• How do I delete resources?

• How do I specify which resources an employee is allowed to see?

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This is how you add a file to an employee

	In the menu, go to Employees > Employee list
	Then, click on View resources
	Select Add file
	Click on Choose
	Select which file you want to attach to the employee
	Note: Approved file types: .pdf, .doc, .docx, .xls, .xlsx, .odt, .ods, .txt, .png, .gif, .jpg
	Enter a File name
	The file name is filled out automatically based on the name of the uploaded file. However, you can change the name if you want to. The name you type in here, will be the one displayed to the employee and/or supervisor.
	Select a File category
	You can choose between existing file categories or create a new one File categories can be created by clicking on Add  next to the field, or by going to Settings > Resource categories. You can read more about the latter in the following article: Creating resource categories
	NOTE: Supervisors can create new file categories when they add or edit resources. However, only the administrator can create, edit and delete file categories by going to Settings > Resource categories
	Set up permissions for the supervisors
	You can choose between the following: Cannot view the file Can view the file Can view, edit and delete the file
	NOTE: The administrator can set up permissions for both supervisors and employees. Supervisors can only set up permissions for employees.
	Set up permissions for the employee
	You can choose between the following: Cannot view the file Can view the file
	Enter a comment to the file (optional)
	Finally, click on Add file

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This is how you add a hyperlink to an employee

	In the menu, go to Employees > Employee list
	Then, click on View resources
	Select Add hyperlink
	Enter a website
	This is where you insert the link you want your employees to have access to
	Enter a name
	This is the name for the hyperlink that will be displayed to the employee and/or supervisors
	Select a Hyperlink category
	Set up permissions for supervisors
	You can choose between the following: Cannot view the hyperlink Can view the hyperlink Can view, edit and delete the hyperlink
	NOTE: The administrator can set up permissions for both supervisors and employees. Supervisors can only set up permissions for employees.
	Set up permissions for the employee
	You can choose between the following: Cannot view the hyperlink Can view the hyperlink
	Enter a comment to the hyperlink (optional)
	Finally, click on Add Hyperlink

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This is how you can see which attachments have been added to the employee

	In the menu, go to Employees > Employee list
	Then, click on View resources
	Here, you can see the attachments that have been added to the employee

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This is how you can edit resources that have been attached to an employee

	In the menu, go to Employees > Employee list
	Then, click on View resources
	Click on Edit
	Edit the attachment and finish by clicking on Save

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This is how you delete resources that have been attached to an employee

	In the menu, go to Employees > Employee list
	Then, click on View resources
	Click on Remove
	NOTE: The file or hyperlink will be deleted permanently and cannot be restored.
	Finish by clicking on Accept

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This is how you specify which resources the employee can view

	In the menu, go to Employees > Employee list
	Then, click on View resources
	Find the relevant attachment
	Then, click on Edit
	Here, you can determine permissions in regard to who can or cannot view the attachment
	You can set up permissions for the following: Supervisors The employee
	Finish by clicking on Save