Attach Files to Forms

Many forms include a Supporting Documents section that you can upload files to:

Uploaded files remain attached to the form in the workflow approval process and the employee's form submission history after the form is processed. Files from processed forms are also added to the Notes slide-out panel in the Overview screen of the employee's profile in People. In this example, the marriage certificate that an employee attached to the Name and Marital Status form is available in the employee's notes:

Note: The ability to upload and access documents in Dayforce is configured for roles in Documents > Admin > Document Types.

To attach files to the Supporting Documents section of a form:

1. Click Upload Files. If a file has already been added and you’re attaching an additional file, click Add.
2. In the Upload Files dialog box that opens, click Browse for file(s) and select the files that you want to upload. You can also drag and drop files into the file window.
3. Click Upload. When all of the files upload successfully, the dialog box automatically closes.
4. Note: When files are being uploaded, Dayforce performs anti-virus scanning. If a file has an issue, Dayforce displays an error message indicating the type of issue, and the file is rejected. If multiple files are being uploaded, the ones without issues are uploaded.
5. The uploaded documents are listed in the Supporting Documents section.