Manage Files in Personnel Folders

Access to Personnel Folders and files, is dependent on the folder's configured security permissions. Permissions to these folders are assigned through various identifiers such as: SchoolFront Roles, Departments, Position Title, Bargaining Unit, or Employee Groups. 

Contents

Access Employee

View Files

Add Files

Edit Files

Delete Files

Folder Grid Functions: Zipped Package, PDF Package, Scan Cover Sheet, Purge, Export

All Personnel Files Management

Access Employee

1. Navigate to the Human Resources / Active Employees 
2. Locate the Employee (use the filter if needed)
3. Click the magnifying glass in the employee's row

4. Select the tab "Tabbed Personnel Folders" 

   

5. Select the folder that contains the document (the folder title will italicize when selected), the folder contents will display below

   

View Files

To view the file: 

1. Click the "View File" icon in the file line

2. A tab on your browser will display the PDF version of the file

Add Files

For complete instructions on adding files, please reference: Adding Documents/Files to Personnel Folders

Edit File

To edit a file's name or placement:

1. Click the pencil icon in the file line

2. A pop-up window "Edit Personnel File" will display

   

3. File Name can be changed by typing over the text in the box
4. To change the destination folder of the file, select from the "Personnel Folder" drop-down menu
5. Click "Save Changes", or click "Cancel" to back out and cancel the edit

Delete File

To delete a file:

1. Click the red X in the file line

2. A pop-up window "Confirm File Deletion" will display

   

3. Click "Confirm Deletion" to delete the file, or click "Cancel" to back out and do nothing

Folder Grid Functions

The following actions are available within the Tabbed Personnel Folder section:

Zipped Package

PDF Package

Scan Cover Sheet

Purge

New Personnel File

Export

Zipped Package

1. Select the items by checking the boxes within each row you want included in your zipped package

   

2. Click "Zipped Package"

3. The files will download and display the following options to open or save them to your device

   

PDF Package

1. Select the items by checking the boxes within each row you want included in your PDF package

   

2. Click "PDF Package"
3. The documents will open in a separate browser window for further PDF actions as needed

Scan Cover Sheet

Purge

Purging Files is an irreversible action. For detailed instructions, see: Purge Expired Files

New Personnel File

• Please see steps 6-11 in: Adding Documents to Personnel Folders

Export

All Personnel Files Management

For instructions on managing all district personnel files, please reference: All Personnel Files: District Personnel File Management