Users with HR Admin, HR Document Management, or HR Transfer roles can add documents to employee folders by uploading the file, correctly indexing it with details like effective date and form name, and saving the changes. A confirmation message confirms successful document addition.
Users assigned the HR Admin, HR Document Management, and HR Transfer roles are able to add documents to employee folders.
Adding a document requires the following steps:
- Uploading the document to the employee folder
- Indexing the document correctly
- Saving your changes
Upload a Document
1. Search for an employee's folder in Employee Documents and open the folder by double-clicking on it:
2. Click the Add Document button, top left of document results.
3. A file selection window will open. Locate the document that you would like to upload on the secure local or network drive.
4. Select the document and click the Open button.
5. A preview of the file will display.
Index a Newly Added Document
1. In the Effective Date field, enter the date to match the effective date of the document.
2. Select the form name from the Form drop down list.
3. The Type and Folder Side fields will automatically populate based on the Master Forms List (MFL). These fields cannot be edited.
4. Select NOA Code 1 and NOA Code 2 if applicable.
5. Enter a Retention Date and Comment if applicable.
Save and Finish after Adding a New Document
1. Click the Save button in the lower left-hand corner of the document preview window to finish adding the document:
2. A confirmation message will display with a green check mark when a document has been added successfully.
3. Continue adding documents for the current employee or select the link in the message to search for another employee folder.