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How to Mass-Upload Employee Documents

How to Mass-Upload Documents into Employee Profiles

  1. Navigate to Menu > Team > HR > HR Maintenance > Employee Documents.

  2. Click the ellipses on the top right and choose Mass upload.

  3. Click Download Template.

  4. Open the template and fill out teh required information for each document:

    1. Account ID, Employee ID, Username, or Employee External ID (one required)

    2. Document Type ID (required if configured)

    3. Filename and Extension (required)

    4. Display Name (optional)

    5. Description (optional)

  5. Save the completed template as metadata.csv

  6. Create a zip file containing the metadata.csv file and the document files, ensuring the zip file name does not contain spaces.

  7. Return to the Mass Upload dialog, select the zip file, and click Upload.

  8. Monitor the upload progress; do not close or refresh your browser during this process.

  9. After completion, download the resulting CSV file to review the upload status and troubleshoot any issues.