Attaching a Word or Excel document to a Performance Conversation

Kathryn Koly

Has anyone found a great “work-around” that enables you to attach a word or excel document to a Performance Conversation? I have asked Support as well as submitted document uploads as an idea for a future enhancement. But, if you have something that has worked for you, please share! Saving a link in the comments section doesn't seem to work consistently. 

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Comments

2 comments

  • Comment author
    Ellie Barton

    Hi Kathryn Koly ! Great question – you have a few options here! There is the upload attachments option in the Employee history, where you could attach as an accomplishment. 

    Or you could use Goals to attach. 

    Or you could possibly use checkpoints in a journey, and have the attachment added as checkpoint evidence. (P.S. if you have it turned on via the beta tab , you can also make a perform action a step in a journey)

     

    Let me know if you have any questions! 

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  • Comment author
    Kathryn Koly

    Thank you!

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