Folders

Adding an employee to a folder

Looking to add an employee to a newly created folder? You can do so by editing that person’s details from the Employee directory or Employee access settings page.

How to add an employee to a folder

  1. Log in to the PI software.
  2. Click the gear icon () in the top-right of the navigation bar. 
  1. You will land on the People tab within Administration.
  2. Search for the person you’d like to add to a folder.
  1. Click the ellipsis icon () next to their name.
  1. Select “Edit employee details” from the available options.
  1. You will land on that person’s Edit employee record page.
  2. Click the dropdown menu under “Folder.”
  1. Select the desired folder.
  1. Click “Save changes” to confirm.

FAQ

I’ve added an employee to a folder. How do I now view that folder?

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