Attach Another Employee's Documents

Use these steps to add hiring/employment documents to an employee's personal data.

To attach documents:

  1. Under the Human Resources menu section, go to Employees workspace > Documents tab.
  2. Use the search filter and/or the Search field to select an employee.
  3. From the Other Actions drop-down list, select Attach Documents.
  4. In the dialog that opens, click Select files to open your file explorer.
  5. Select the file/s that you want to upload.
  6. Click Open, or press ENTER.
    Maconomy lists the file/s you selected in the dialog. You can opt to delete some of the files before performing the upload.
    Note: Instead of performing steps 4-6, you can opt to select the file/s from your file browser window, then drag and drop them into the Attach Document dialog.
  7. Click Ok.
    Maconomy saves your changes, and lists the new attachments in the Documents tab.
    Note: If you want to enter additional remarks for a specific document, you can fill out the Remark field for that document in the Documents tab. Click Save, or press ENTER to save the information.