How to set-up employee specific confidential folders?

Important

HR Admin access required

How to set-up employee specific Confidential Folders THUMBNAIL.png

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > VIEW
  3. Search for the employee's name
  4. Click 'View' to open the profile
  5. Select the 'Documents' tab
  6. Click 'Add'
  7. Give the folder a name and a short description
  8. In the audience field, select HR Admin (the newly created folder can only be accessed by HR Admins and can be used to store confidential documents pertaining to the said employee)
  9. Save
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