Uploading attachments for administrative tasks

HR Administrators must enable the Collect Attachments checkbox at the task level.

  1. Select Transitions > Administrative Tasks > Assigned Tasks.
  2. Select a task with the Assigned status.
  3. Specify this information:
    Attachment Type
    Select the type of attachment to upload.
    Title
    Provide a label for the attachment.
    File
    Select this option to upload a file from your computer or local network.
    You can upload .zip, mp3, mp4, and PDF types.
    Visible To Resource
    Select this check box to make the attachment visible to the employee.
    Visible to Candidate
    Select this check box to make the attachment visible to the candidate.
  4. Click Complete to change the status of the task.

    You can view and upload attachments that are in the Assigned status.

    Recruiters can view attachments on assigned transition programs. Click Create to create attachments in this role.

    To view attachments from the Transition Management dashboard, select HR Administrator > Transitions. Select a transition program, click All, and select a record to open.

    All the uploaded attachments for the transition program is displayed.