Employee Portal Documents

The Employee Portal Documents screen provides the ability to upload and store documents against the selected employee record. If the "Show on Homepage" check-box is selected, then the document will be visible to the employee on their Employee Portal.

This allows you to configure required or optional documents that employees may need to return to the HR Department before the Event is approved. For the Event selected, you can add Event Documentation records which will appear on the Review Step of the Event. For each Event Documentation record, you can provide an optional link to a downloadable form (forms displayed in the drop-down reflect forms available in the Employee Portal Documents library).

From the menu, expand Settings and click Employee Portal Documents.

Settings_-_Menu_-_Employee_Documents_-_00.png

You will see a menu like below that will show any pre-existing employee portal documents.

Employee_Portal_Documents_-_00.png

The columns will show you:

  • Name of the Document
  • Type of Document
  • Category of Document
  • Display Order

Create Record

  1. From the Actions drop-down menu, click Create Record.

    Employee_Portal_Documents_-_Actions_-_01.png

  2. Enter the following information:
    • Enter the name of the document.
    • Enter the display order.
    • Select the category of the document.
    • Click Browse to upload the document from your computer.

    Employee_Portal_Documents_-_Create_-_00.png

  3. Click Upload.

Save Documents

  1. While viewing the Employee Portal Documents page, make any updates to the document name, category, and/or display order.

    Employee_Portal_Documents_-_00.png

  2. Click the checkbox towards the right of a document.

    Employee_Portal_Documents_-_01.png

  3. From the Actions drop-down menu, click Save Documents.

    Employee_Portal_Documents_-_Actions_-_Save_Documents_-_00.png

Manage Categories

  1. From the Actions drop-down menu, click Manage Categories.

    Employee_Portal_Documents_-_Actions_-_Manage_Categories_-_00.png

  2. Enter the following information:
    • The name for the category
    • Select the Eligibility Rule

    Employee_Portal_Documents_-_Category_-_01.png

  3. Click Save Category.

Delete Selected Record(s)

  1. Click the checkbox towards the right of a document.

    Employee_Portal_Documents_-_01.png

  2. From the Actions drop-down menu, click Delete Selected Record(s).

    Employee_Portal_Documents_-_Actions_-_Delete_-_00.png

  3. Click OK on the confirmation modal.

    Employee_Portal_Documents_-_Delete_-_00.png

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