How to add documents to employee profiles

Documents can be attached to an employee’s profile in Rise to help keep track of information about the employee.

There are three levels of visibility you can choose when uploading a document: admins only; admins and the employee’s manager(s); or admins, the employee’s manager(s), and the employee.

1. In People, open an employee profile.

2. Navigate to the Documents tab of the employee’s profile page. Here, you’ll be able to see all of the documents attached to the employee’s profile. Click + Add Document.

3. Select a file to upload as a document, a destination folder for the document, and the desired permission level.

4. Click Add document. Your created document will be visible in the destination folder you selected.

5. To edit an existing document, open the document’s folder on the Documents tab, then click the three dots in the document’s row. You can rename the document or edit its visibility level.

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