The Documents tab allows the client to upload and manage documents that are available to the employee under the Documents section of the Employee Portal (i.e. Employee Handbooks).
The Actions drop-down menu allows you to:
- Create Record
- Save Documents
- Manage Categories
- Delete Selected Record(s)
Adding a Document
- Click Create Record from the Actions drop-down menu.
- Enter the following information:
- Enter name for the document.
- Enter the display order for the document.
- Select a category for the document.
- Click Browse and upload the appropriate file from your computer.
- Click Upload.
Manage Categories
- Click Manage Categories from the Actions drop-down menu.
- Enter the following information:
- Enter the name of the category.
- Select the eligibility rule for the category. This will determine which group of users will see this document category/documents in this category.
- Click Save Category.