Creating Document entries, please follow the steps below
To create a Document entry, navigate to Admin > Documents > Manage Documents, Click on “Add” and fill in the necessary fields using the information below
- Document Name: This is the unique name for the Document entry
- Description: A detailed description of the Document entry
- Category: This is the document category by which the document entry will be grouped
- Targeted roles: This determines whether all employees will have access to the document or just employees with selected roles. Select “All” to make the document available to all employees, otherwise select “Selected” and the tick all the relevant
- Targeted Job Titles: This determines whether all employees will have access to the document or just employees with selected Job Titles. Select “All” to make the document available to all employees, otherwise select “Selected” and the tick all the relevant job
- Save Button: Click this button to save
- Cancel Button: Click this button to cancel
- Publish Button: Click this button to publish the document so that it can be seen by employees. Note: Documents are marked as “unpublished” by default when created and will not be viewable by employees until it is
- Archive Button: Click this button to mark the document as archived. It will still be viewable by employees but only by searching for “Archived”
BizsoftHRM Administrator