To create a folder structure within your system, you will first need the access to doing so.
To grant a user access to editing your systems folder structure:
Navigate to Settings -> Organisation -> Users and double click on the desired user.
Once here, you will want to navigate to the Settings tab.
Within this tab, you will be able to find "Folders".
Ticking this will give this user access to editing your systems folder structure.
Once you have this access, you will then be able to edit your systems folder structure to your liking.
Create/Edit your folder structure:
To edit/create your folder structure, you will need to navigate to Settings -> HR Records -> Folders.
Within this page, you will be presented with a green plus button.
To create your first folder, press on this button.
This will then prompt you to enter a name, this could be anything that suits your system.
Once you have entered a name, press create.
This will then create your first folder:
To delete a folder, you will just need to press the red delete button
However, it is to note that you cannot delete a folder if any employees have any documents within it.
To edit the name of the folder, you will need to press the edit button.
You can then create a subfolder by pressing the small green plus button next to the parent folder.
This is what that would like like:
Once you have set the folder structure to your liking, you will then be able to start adding documents in, within the employee entitlements page.
To do this, head to Settings -> Employees -> Employees and double click on the desired employee.
Once in this page, you will want to navigate to the Documents tab.
To upload employee documents, enter a description, press upload document, then choose which file you are uploading.
Once you have uploaded your documents for this employee, this is what it should look like:
You can now drag each document into their specified folders.
You now have a working folder structure in your system!
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