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Adding and accessing attachments to an Counseling form

This lesson instructs managers on how to add attachments to an Counseling form

Step 1 - Click Choose Files

Step 1 - Click Attach Document
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Click the Choose Files button

  • An attachment may be added by the manager upon completion of the form and before the form is submitted for approval or by HR after the employee is counseled

Step 2- Select File

Step 3 - Select File
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Navigate to, select the file to attach (upload), and click the Open button

Step 3 - Upload File

  • Once this step is completed and a file is attached.
  • There is a size limit of 5 MB for each file being attached

Step 4 - Review Attachment

Step 5 - Review Attachment
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The attachment is displayed in the bottom-most section of the Counseling form.

Click on the File name to open the attachment

 

If the selected file is more than the expected size, an Invalid File selected message is shown.