Add Content to the Employee Document Folder

The Documents folder allows employees, managers, and administrators to upload and manage files related to an employee's record.

You can upload documents to your own employee profile or, if you are a manager or administrator, to another employee's profile.

Note: Individual files cannot exceed 10 MB.

Upload a File to Your Employee Document Folder

Step 1: Open your employee profile

1. Log in to Trakstar Perform.
2. Select your profile photo or initials in the upper-right corner.
3. Select Profile Settings or Employee Profile.

Step 2: Open the Documents tab

1. Select the Documents tab.

Step 3: Upload a file

1. Select Click here.
2. Browse to the file you want to upload.
3. Select Open.

The file is uploaded to your employee document folder.

Upload a File to an Employee's Document Folder (Managers)

Managers can upload documents to an employee's profile.

Step 1: Open the employee's profile

1. Select My Team.
2. Open the employee's profile.
3. Select the Documents tab.

Step 2: Upload the file

1. Select Click here.
2. Choose the file from your computer.
3. Select Open.

The file is uploaded to the employee's document folder.

Additional Information

• Individual files have a maximum size of 10 MB.
• Files attached to notes or appraisal comments are also available in the Documents folder.
• Administrators can upload files to employee document folders.
• Employees can delete files uploaded by managers or administrators.
• Managers and administrators can delete files uploaded by employees.