Employee Profile: Files

Learn how to upload, manage, and share files on an employee’s profile.

What Is This?

The Files tab in an employee’s profile provides a simple document storage area where you can upload files related to that employee. This is useful for storing contracts, certifications, ID copies, training materials, or any other documents you need to keep on file.

Files can be uploaded by dragging and dropping them into the upload area. You can control whether each file is visible to the employee or only to administrators.

Prerequisites

Before managing files, make sure:

The employee has been added to Shifton
You have Administrator access
Your files are ready to upload (maximum 100 MB per file)

Step-by-Step Instructions

Step 1: Open the Files Tab

Navigate to the Employees page, click on the employee’s name, and select the Files tab.

Step 2: Upload a File

Drag and drop one or more files into the upload area, or click the upload area to browse for files on your computer. The maximum file size is 100 MB.

Step 3: Review Uploaded Files

Uploaded files appear in a table with the following columns:

Column	Description
File name	The name of the uploaded file, displayed with a file type icon
Upload date	The date the file was uploaded to the system
Size (KB)	The file size in kilobytes
Display to employee	A toggle switch that controls whether the employee can see this file on their own profile
Actions	Options to view, download, or delete the file

Step 4: Control File Visibility

Use the Display to employee toggle for each file to decide whether the employee can see it:

Toggle State	Meaning
On	The employee can see and download this file from their own profile
Off	Only administrators can see this file. It is hidden from the employee

Step 5: View, Download, or Delete a File

Use the buttons in the Actions column to manage each file:

Action	Description
View	Opens the file for preview in the browser (if supported)
Download	Downloads the file to your computer
Delete	Permanently removes the file from the employee’s profile

Access Permissions

Role	Can View Files?	Can Upload/Delete Files?
Administrator	Yes (all files)	Yes
Manager	Limited (based on project assignment)	No
Employee	Only files with “Display to employee” enabled	No

FAQ

Q: What file types can I upload?
A: You can upload most common file types including PDF, Word documents, Excel spreadsheets, images, and more. There is no restriction on file type, but the maximum size per file is 100 MB.

Q: Can employees upload files to their own profile?
A: No. Only administrators can upload files to an employee’s profile. Employees can only view and download files that have been shared with them.

Q: Is there a limit to how many files I can upload?
A: There is no strict limit on the number of files per employee profile. However, keep in mind the 100 MB per file size limit.

Q: What happens if I delete a file?
A: The file is permanently removed from the employee’s profile and cannot be recovered. Make sure you have a backup if you may need the file again.

Possible Issues and Solutions

Issue	Cause	Solution
File upload fails	The file exceeds the 100 MB size limit	Compress the file or split it into smaller parts before uploading
Employee says they cannot see a file	The Display to employee toggle is turned off	Open the Files tab and toggle the “Display to employee” switch to On for that file
Cannot delete a file	You do not have Administrator access	Ask an Administrator to delete the file
File preview does not work	The file type is not supported for in-browser preview	Download the file instead and open it with the appropriate application on your computer
Upload area does not respond to drag-and-drop	Browser compatibility issue	Try clicking the upload area to use the file browser instead, or switch to a different web browser