This section contain screens which allow you to manage documents and document categories which can be viewed by employees using the “News & Docs” module. The screens contained in this section should be used to store all HR documents and other documents centrally which can then be accessed by all employees or employees with specific roles to which the document(s) is targeted at. It contains the following screens
- Manage Document Categories
- Manage Documents
Document Categories
A Document Category is used to provide a level of categorisation under which documents can be grouped. From this screen you can add, edit and delete Document Categories.
Creating Document Categories
To create a Document Category, navigate to Admin > Documents > Document Categories, Click on “Add” and fill in the necessary fields using the information below
- Document Category Name: This is the unique name for the Document Category
- Description: A brief description of the Document Category
- Save Button: Click this button to save changes.
- Cancel Button: Click this button to cancel changes.
Editing Document Categories
To edit a Document Category navigate to Admin > Documents > Document Category. Click on a Document Category and change the information as required (See Creating Document Categories). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.
Deleting Document Categories
To delete a Document Category, navigate to Admin > Documents > Document Category. Select the checkbox beside the Document Category entry(s) you want to delete and the click the “Delete” button.
This section contain screens which allow you to manage documents and document categories which can be viewed by employees using the “News & Docs” module. The screens contained in this section should be used to store all HR documents and other documents centrally which can then be accessed by all employees or employees with specific roles to which the document(s) is targeted at. It contains the following screens
- Manage Document Categories
- Manage Documents
Document Categories
A Document Category is used to provide a level of categorisation under which documents can be grouped. From this screen you can add, edit and delete Document Categories.
Creating Document Categories
To create a Document Category, navigate to Admin > Documents > Document Categories, Click on “Add” and fill in the necessary fields using the information below
- Document Category Name: This is the unique name for the Document Category
- Description: A brief description of the Document Category
- Save Button: Click this button to save changes.
- Cancel Button: Click this button to cancel changes.
Editing Document Categories
To edit a Document Category navigate to Admin > Documents > Document Category. Click on a Document Category and change the information as required (See Creating Document Categories). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.
Deleting Document Categories
To delete a Document Category, navigate to Admin > Documents > Document Category. Select the checkbox beside the Document Category entry(s) you want to delete and the click the “Delete” button.