Users with HR Document Management, HR Transfer, and HR Admin roles can reindex documents. They search for an employee's folder in Employee Documents, open a document via the Form link, and modify indexing fields shown in a right panel. Type and Folder Side fields auto-populate and cannot be edited.
Users assigned the HR Document Management, HR Transfer and HR Admin roles will be able to reindex documents, e.g. edit effectives dates, change NOA codes and add comments on changes as needed.
1. Search for an employee's folder in Employee Documents and open the folder by double-clicking on it:
2. Open a document by clicking the blue Form link:
3. The document will open with a panel on the right displaying the indexing fields (indexing errors will be marked with an exclamation point):
4. Click the Modify button in the upper left-hand corner of the document (you may have other buttons there depending on your role).
5. Now you can edit the fields in the indexing panel:
Note: The Type and Folder Side fields will autopopulate based on Form selected. These fields are determined by the MFL and cannot be edited - the fields will have a grey highlight.
6. Make any changes to the indexing information, then press .
7. You will be taken back to the document list inside the folder, and a confirmation message will display: