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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:

 

 

 

This is how you add a file to an employee

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In the menu, go to Employees > Employee list

 
Then, click on View resources Ressourcer.png

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Select Add file

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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

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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.

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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 tilføj.png 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

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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.

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Set up permissions for the employee
 

You can choose between the following:

  • Cannot view the file
  • Can view the file

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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

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In the menu, go to Employees > Employee list
 
Then, click on View resources Ressourcer.png

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Select Add hyperlink

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Enter a website
 

This is where you insert the link you want your employees to have access to

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Enter a name

 
This is the name for the hyperlink that will be displayed to the employee and/or supervisors

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Select a Hyperlink category

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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.

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Set up permissions for the employee
 

You can choose between the following:

  • Cannot view the hyperlink
  • Can view the hyperlink

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Enter a comment to the hyperlink (optional)
 
Finally, click on Add Hyperlink
2.8.png

 

 

 

 

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

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  In the menu, go to Employees > Employee list
 
Then, click on View resources Ressourcer.png

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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

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  In the menu, go to Employees > Employee list
 
Then, click on View resources Ressourcer.png

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Click on Edit rediger.png

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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

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  In the menu, go to Employees > Employee list
 
Then, click on View resources Ressourcer.png

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Click on Remove Slet.png
 

 

NOTE:

The file or hyperlink will be deleted permanently and cannot be restored.

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Finish by clicking on Accept
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This is how you specify which resources the employee can view

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 In the menu, go to Employees > Employee list

 
Then, click on View resources Ressourcer.png

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Find the relevant attachment
 
Then, click on Edit rediger.png

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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

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