Employee Documents & Links

Use Employee Documents & Links to add, view, edit, or remove employee documents and links for a specific employee.

Add an Employee Document

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Select the employee you want to add an Employee Document for.

  3. Click Add Document. The Add Employee Document screen displays. Refer to Add Employee Document for additional information.

View an Employee Document

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Select the employee you want to view Employee Documents for.

  3. Select Documents from the View: drop-down menu.

  4. If necessary, select the appropriate filters from the Dates:, Search By:, and Containing: drop-down menus and click Search.

     Note:    

    After searching by a category, you can check the Show Documents in Sub-Categories check box to display documents in any sub-categories of the category being searched.

  5. Click View for the Employee Document that you want to view. Depending on the type of document, you may require a separate reader such as Adobeâ Acrobat. The Adobe Acrobat Reader is a free download, available at www.adobe.com.

Edit an Employee Document

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Select the employee you want to edit an Employee Document for.

  3. Select Documents from the View: drop-down menu.

  4. Click the Title of the Employee Document that you want to edit. The Edit Employee Document screen displays.

     Note:    

    Clicking the Title of an Employee Document attached to a specific page item such as a Completed Review or Training Taken will bring you to that item to edit the document.

  5. Modify the applicable fields and click Save.

Remove an Employee Document

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Select the employee you want to remove an Employee Document for.

  3. Select Documents from the View: drop-down menu.

  4. Click Remove for the Employee Document that you want to remove.

     Note:    

    Clicking Remove for an Employee Document attached to a specific page item such as a Completed Review or Training Taken will bring you to that item to remove the document.

Add an Employee Link

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Select the employee you want to view Employee Links for.

  3. Click Add Link. The Add Employee Link screen displays. Refer to Add Employee Link for additional information.

View an Employee Link

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Select the employee you want to view Employee Links for.

  3. Select Links from the View: drop-down menu.

  4. If necessary, select the appropriate filters from the Dates:, Search By:, and Containing: drop-down menus and click Search.

  5. Click View for the Employee Link that you want to view.

Edit an Employee Link

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Select the employee you want to edit an Employee Link for.

  3. Select Links from the View: drop-down menu.

  4. Click the Title of the Employee Link that you want to edit. The Edit Employee Link screen displays.

  5. Modify the applicable fields and click Save.

Remove an Employee Link

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Select the employee you want to remove an Employee Link for.

  3. Select Links from the View: drop-down menu.

  4. Click Remove for the Employee Link that you want to remove.