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How to Upload Files to a User's Profile in Teamflect

People Managers and Admins can upload files to user profiles in Teamflect for secure record-keeping.

Written by Myka
Updated this week

Uploading files to user profiles in Teamflect helps managers and admins organize important documents in one place. These files remain securely stored and accessible to authorized roles, but only People Managers and Teamflect Admins can use this feature.

Who Can Upload Files?

  • People Managers

  • Teamflect Admins

  • Regular users cannot upload files to others’ profiles

Step-by-Step: Uploading Files

Step 1: Go to the User's Profile

  1. Click the user’s name from the Home Page, or

  2. Search for the profile using the search bar

Step 2: Locate the Upload Section

  • On the user’s profile page, find the File Uploads section (left side)

  • Click Upload

Step 3: Select Visibility and Upload

  • Choose who can access the file:

    • Employee, employee's manager, and admins

    • Employee's manager and admins only

    • Admins only

  • Select the file from your device

  • Click Open → The file will appear in the upload section

  • The uploaded file will show the name of the person who updated the file, when it was uploaded as well as the visibility of the file:

⚠️ Deleted files cannot be recovered. If removed, they must be re-uploaded.

HR Use Cases

  1. Performance Records
    Managers can upload review summaries or feedback documents for secure tracking in the employee’s profile.

  2. Compliance & Certifications
    HR can store compliance certificates, licenses, or mandatory training records tied to each user.

  3. Development Plans
    Supporting materials like learning plans or career development agreements can be stored in the profile for future reference.

Final Thoughts

The file upload feature makes Teamflect a central hub for secure employee documentation. By granting visibility settings, organizations can balance transparency with confidentiality while keeping key records accessible to the right people.

👉 Encourage managers to use this feature during reviews and compliance cycles to ensure documentation stays centralized and retrievable.

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