Accessing & Managing Employee Documents on the Friday Portal #

Objective: To provide a streamlined process for administrators and employees to access, view, and upload employee or contractor documentation within the Friday Portal, ensuring secure and organized record-keeping.

Step-by-Step Instructions #

Secure Authentication #

• Navigate to the Friday Portal.

• Sign in using your authorized administrative credentials.

Locate the Team Directory #

• From the primary sidebar or top navigation menu, select the Team section.

Select the Individual #

• Identify and click on the specific Employee or Contractor profile you wish to manage from the list.

Review Existing Documentation #

• On the profile page, scroll down to the Employee Documents section.

• Here, you can view a history of all previously uploaded files.

Upload New Documentation #

• Click the Plus (+) icon located in the document section header.

• Method A: Drag and drop files directly into the upload zone.

• Method B: Click the upload area to browse and select files from your local drive or mobile storage.

Verification #

• Confirm the upload is complete by ensuring the file appears in the document list.

Compliance & Best Practices #

• Data Privacy: Before uploading, verify that the document is necessary for the employee’s file and does not contain unauthorized sensitive data beyond standard HR requirements.

• Format Check: Ensure files are in a standard format (PDF, PNG, or JPEG) to ensure they are viewable by all administrators.

• Efficiency Tip: Utilize the Drag-and-Drop feature for bulk uploads to save time.

• Organization: Name your files clearly (e.g., [Lastname]_Contract_2024.pdf) before uploading for easier searchability.