Employee Portal - Documents

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).

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The Actions drop-down menu allows you to:

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  • 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:

    Employee_Portal_-_Documents_-_01.png

    • 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:

    Employee_Portal_-_Documents_-_Categories_-_00.png

    • 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.
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