(v1) Uploading files to Appraisd

Uploading files to the Administration centre

The Files tab within the Administration Centre is an area where admins can share files with each other or with the Appraisd Customer Success team. You might wish to upload:

• Your People list in an Excel template for us to import for you. This is more secure than emailing the file to us.
• Guides for other Administrators

You can also elect to make files downloadable to anyone in the organisation. You'd use this to upload:

• Guides for employees to download. The link should be embedded in a form, emailed to employees or made available elsewhere
• Images or other media that you would like to be embedded in a form

To make a file available to everyone in an organisation click on the small downward facing arrow, a menu of options will appear including Make visible to all users.

Uploading files directly to a user's profile

To upload files directly to a user's profile, go the Configuration area and the Labs section to enable the setting File uploads on a user's profile.

Now exit the Configuration area and go to a person's profile, you can do this using the search tool available in the grey cog menu. 

A new tab will be available on each person's profile that looks like paperclip. This is the Files tab for a person's profile, in this space you can upload files directly to a person's profile in Appraisd.

Once you upload a file if you click on the small downward arrow an options menu will appear to help you manage each file uploaded. 

There is an option to Hide a file from the employee if you would like uploaded documentation to remain private.