How to enter Document Types and upload a document for an employee?
Personnel >> Setup >> Organization >> General Codes >> Document Types
Document Types
Document Types describe the types of documents which can be uploaded and linked to an employee's profile.
On HRplus, there is a listing of default Document Types that can be uploaded into the application. Eg. Birth Certificates, Marriage Certificates, Contracts etc.
If you wish to store additional types of documents for your employees, you can add these via the document type screen.
Step 1: Enter a New Document Type
Document Type Code: Enter a unique and user defined code which represents the document type name.
Document Type Name: Enter the Document Type name
HR/Payroll/Manager Access: Select which group of users will have access to view the document within their respective modules.
HR only : The document can be viewed via the Personnel module.
HR & Payroll: The document can be viewed via the Personnel and Payroll modules.
HR & Manager: The document can be viewed via the Personnel and Manager Self Service modules.
HR, Payroll & Manager: The document can be viewed via the Personnel, Payroll and Manager Self Service modules.
Step 2: Enter a New Document on the Employee Profile
- Select New Record.
- Select Document Type from drop down list. Click Submit to save the row.
- Select upload file and click on folder icon to select document from location on your computer. Upload file and save record.
- Click on Download/View File to view the attached document.
- Repeat to upload additional documents.
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