Manually Add / Import Personnel Documents

Manually Upload / Add / Import Documents to Employee Personnel Folders

SchoolFront allows you to upload / add / import documents into the electronic employee personnel folders you've created.

Applicable System Roles

• Administrator
• Human Resources

Prerequisite Steps

1. Setup & Manage Electronic Personnel Record Folder Structure
2. File / Document you wish to upload must already be in a digital format (i.e. these steps will not allow you to scan paper documents directly into the system).

Step-by-Step Instructions - Upload/Add/Import Documents in an Employee Personnel Folder: The following steps will highlight how to upload a single file or a zipped file (containing one or more documents) into an employee's electronic personnel folder. 

Upload/Add/Import a Single Document in an Employee Personnel Folder

1. Go to Active Employees.
    
2. Use grid filters and/or sorting to locate the employee into whose folder you would like to put a digital document.
    
3. Click the employee to open his/her details below the grid.
    
4. In the details area below the grid, click Tabbed Personnel Folders.
    
5. Click the folder into which you wish to upload your file.
    
6. Click the New Personnel File link.
    
7. Select the staff member from the drop down menu (if he/she isn't already selected)
    
8. Select the Personnel folder from the drop down menu (if it isn't already selected)
    
9. Click the Add file button.
    
10. Click the browse button.
     
11. Locate the file on your computer.
     
12. Click the Add file button.
     
13. Click the Save button.

Upload/Add/Import a Zipped File to an Employee Personnel Folder

1. Go to Active Employees.
    
2. Use grid filters and/or sorting to locate the employee into whose folder you would like to put a digital document.
    
3. Click the employee to open his/her details below the grid.
    
4. In the details area below the grid, click Tabbed Personnel Folders.
    
5. Click the folder into which you wish to upload your file.
    
6. Click the Upload Zip link.
    
7. Click the Browse button.
    
8. Locate the zip file on your computer.
    
9. Click the Parse Zip button.
   
   Note: Depending on the size of the zip file and the number of files zipped, this may take a while. Do not hit the button again or use the back button.
    
10. Once the files in the zip are parsed, they will be listed in the grid.
     
11. You can rename the files by changing the name in the column called New File Name.
     
12. Select a Destination Folder from the drop-down menu for each of the files.
     
13. Click the Confirm Upload button.