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Download an employee's personnel file

Step 1: From the employee menu, select the employee in which you’d like to retrieve their information




Step 2: Under the selected employee, select ‘Personnel File’ from the left side menu


Step 3: Click ‘Download All’ in the upper right corner, or hover over an actions gear next to a specific .pdf you wish to download.


Default categories include: PTO summary, Carrier Forms, Hire Documentation, Notices, Elections Sheets, and Compensation. Custom categories and files can be created for employee personnel files.


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