Notes and documents

You can enter notes and upload documents in the Employee, Goals, Development and Succession modules for any person/job.

Notes on file formats:
In the Security settings, the administrator can specify which file formats should be accepted for uploading files, e.g. documents. Compatibility is checked at the time of each upload. If the file format selected for the upload is not one of the accepted formats, you will receive an error message.

IMPORTANT: Do not upload documents/data as “UTF-8 with BOM” (often referred to as simply “UTF-8”); errors may arise when processing the file. Please only upload documents without the BOM.

In the Notepad++ application, you can see whether your document is UTF-8 with BOM, and convert it to UTF-8 without BOM if necessary.

Notes

Give your note (under Notes ) an informative title, upload additional documents (under Documents ) for this person or job, enter comments and categorize the document/note by selecting a category from the Category dropdown menu. Users can then search on this category in overviews, using either full-text search or advanced search.

A similar categorization option is available in the Events module. After selecting an event, you will see the title “Participation documents” further down on the page. Click on the icon. There you will find the same dropdown menu as in the other modules mentioned earlier.

Publicly accessible documents

For more information, see: Provide publicly accessible documents