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Adding an attachment to an employee's health monitoring file

How to add an attachment to an employee's health monitoring file.

Updated over 2 years ago

In this article we will step you through how you can upload attachments to an employee's health monitoring file.

How to Add an Attachment

Step 1:

On your Dashboard, click or search for the Employee that you wish to view.

Step 2:

On the Quick Action Toolbar, click on the Add Attachments Icon.

OR

Navigate to the Documents Tab and select the 'Add' button.

Step 3:

The Add Attachment pop-up will appear.

Step 4: Enter an appropriate Classification for your Attachment. The most common types of attachments are listed. If what you’re attaching isn’t on the list, click other and enter a title.

Step 5: Upload the File Attachment (Maximum file size is 25MB).

Step 6: You can add Additional Notes relating to the attachment in the final box.

Step 7: Click the ‘Add Attachment’ button in green to confirm.

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