What is the bulk upload of documents and how can I use the function?

In human resources, it often happens that several documents need to be uploaded to a system at once. One example would be the pay stubs of all employees at the end of the month. Another example would be documents that need to be uploaded to an employee's personnel file all at once. Administrators users now have the ability to do this. This article describes how to proceed.

Before you start the upload, your documents must meet certain criteria in the file name. Documents are assigned to their respective personnel file based on these criteria/components. There are three components of the name per file, which must be separated with underscore. No underscore may be used in the component itself! Make sure your documents are named as follows:

Part 1: Consists of email address or personnel number of an employee, e.g. max.mustermann@beispiel.com or 1234

Part 2: Consists of a document type that has already been created in your system in the Document Types tab, e.g. Wage Statements or Personal Documents.

Part 3: Consists of the actual name of the document, e.g. "Lohnausweis Januar 2022" or "FührerscheinKopie".

You can string these three parts together in any sequence. The parts must each be separated by an underscore. Your file name can then look like this at the end:

max.mustermann@beispiel.com_Lohnausweis January_2022_Payroll_Documents

Personal_Documents_1234_DriverslicenseCopy

No underscore may be used in a name component itself! An e-mail address such as max_mustermann@beispiel.com is not allowed when uploading! In this case, you can also use the personnel number instead of the e-mail address in the file name.

Mass upload of documents

Mass upload of documents of the same document type to different personnel files