Find Files Easily!

Where is your employee paperwork stored? Do you have difficulty finding documents when you need them?

Let Beacon HR help! Did you know you can either upload a document directly to an employee's record or add an external link pointing to where the file lives?

Keep reading to learn more!


To add a document, first navigate to the employee's record. Then, click the Add Attachments icon. 
Next, any documents that have already been added for an employee will appear. You can download the attachment by clicking on it, edit the title by selecting the 'Edit' icon, or remove it by clicking the 'X'. 

To add a new document, simply click 'Add File'. 
Next, you can choose whether to upload a file or add an external link. To upload a file, make sure the 'Upload' radio button is selected. Then, click 'Add Files to Your Repository'. Browse to the file you would like added and click OK. In Beacon HR, you can give the document a name and description. Lastly, click 'Save' to finalize the upload.

If you would like to add an external link instead of uploading a file, select the 'External Link' radio button. Then, give the file a name, add the location where the file is stored, and provide a description. When you are ready, click 'Save' to add the external link.
When adding files to Beacon HR, please be aware that any forms you upload to an employee record can be viewed by any user with access to that record.