Personnel File Settings - Knowledge Base | BerniePortal

Personnel File Settings

Use Personnel File Settings to choose which Personnel File categories employees can see in their own Personnel File. These settings control employee view only.

Who this is for

Employers and Feature Admins can open Personnel File Settings and change employee visibility for each category.

To set which categories employees can see:
  1. Select Employees in the top navigation menu.
  2. Select Settings in the secondary navigation menu.
  3. Select Personnel File in the tertiary navigation menu.
  4. On the Personnel File Settings page, in the Show to employee? column, select or clear the checkbox for each Category you want employees to see or hide.
  5. Select Save changes.
Election Sheets stays on and cannot be turned off. Turning on Employee Documents also lets employees upload PDFs to that category from their own Personnel File. Categories you leave off remain available when you open an employee's Personnel File as an Employer or Feature Admin.

Related

For how employees open their Personnel File and upload documents when Employee Documents is on, see Personnel File - Employee. For opening and managing files on an employee's profile, see Personnel File Tab - Employee Profile.
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