Use Company Documents & Links to add, view, edit, or remove company documents and links. Documents that display in this list may or may not be available to employees in the Employee tab. When you add the document or website link, you must decide whether or not it should be available in the Employee tab.
To organize the documents into predefined categories or categories that you specify, refer to Document Category Maintenance.
To move Company Documents from one Category or Page to another, refer to Move Documents.
Click administration | Forms & Documents | Company Documents & Links.
Click Add Document. The Add Company Document screen displays. Refer to Add Company Document for additional information.
Click administration | Forms & Documents | Company Documents & Links.
Select Documents by Category from the View: drop-down menu.
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. |
Click View for the Company 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.
Click administration | Forms & Documents | Company Documents & Links.
Select Documents by Category from the View: drop-down menu.
Click the Title of the Company Document that you want to edit. The Edit Company Document screen displays.
Modify the applicable fields and click Save.
Click administration | Forms & Documents | Company Documents & Links.
Select Documents by Category from the View: drop-down menu.
Click Remove for the Company Document that you want to remove.
Click administration | Forms & Documents | Company Documents & Links.
Select Documents by Page from the View: drop-down menu.
If necessary, select the appropriate filters from the Dates:, Search By:, and Containing: drop-down menus and click Search.
Click View for the Company 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.
Click administration | Forms & Documents | Company Documents & Links.
Select Documents by Page from the View: drop-down menu.
Click the Title of the Company Document that you want to edit. The Edit Company Document screen displays.
Note: |
Clicking the Title of a Company Document attached to a specific page item such as a Performance Review or Training Class will bring you to that item to edit the document. |
Modify the applicable fields and click Save.
Click administration | Forms & Documents | Company Documents & Links.
Select Documents by Page from the View: drop-down menu.
Click Remove for the Company Document that you want to remove.
Note: |
Clicking Remove for a Company Document attached to a specific page item such as a Performance Review or Training Class will bring you to that item to remove the document. |
Click administration | Forms & Documents | Company Documents & Links.
Click Add Link. The Add Company Link screen displays. Refer to Add Company Link for additional information.
Click administration | Forms & Documents | Company Documents & Links.
Select Links from the View: drop-down menu.
If necessary, select the appropriate filters from the Dates:, Search By:, and Containing: drop-down menus and click Search.
Click View for the Company Link that you want to view.
Click administration | Forms & Documents | Company Documents & Links.
Select Links from the View: drop-down menu.
Click the Title of the Company Link that you want to edit. The Edit Company Link screen displays.
Modify the applicable fields and click Save.
Click administration | Forms & Documents | Company Documents & Links.
Select Links from the View: drop-down menu.
Click Remove for the Company Link that you want to remove.