It can be useful to upload PDF, CSV, EXCEL, WORD, PPT, and ZIP files in Leapsome and attach them to a specific user (e.g. past assessments or certificates etc.). Admins can then decide who can see the files - access to the file can be given to the manager and/or the employee.
To upload a PDF, CSV, EXCEL, WORD, PPT, or ZIP file to a specific user, please navigate to the 'Users & Teams' page, click on 'edit' next to a user's name and upload the attachment. Don't forget to click on 'update user info' to save the changes.
If you would like to conduct this action in bulk, please navigate to 'Actions' within the "Users & Teams' menu and select 'Bulk upload files'.
From here, you will be able to upload a zip file containing multiple files and map them to multiple users simultaneously. You will also be able to choose the access settings for these files. To automatically map the files to the correct users, please ensure that they are in the formats detailed within the prompt below. Files that are not in this format will still be uploaded, but you will be prompted to assign them to a specific user manually.
- Max file size per zip file upload: 2.5 GB
- Max file count within a zip file: 2500
If access is enabled, the manager and/or employee can see the uploaded files in the home dashboard by scrolling down below the spider chart under 'Files' in the relevant user profile. HRBP's will have access to user files by default for the people they manage.