Employee Documents
Add a document field onto an employee screen
Using Screen Designer, you can add a document control (field) to any screen.
You can browse to any file and also use the drag-and-drop capability.
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To add this document control, navigate to the screen in question, select Action from the left-hand menu > Configure this Screen and you will be in Configuration Mode.
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Select Tables and Fields > Modify Existing Screen/Add and Remove Fields > Add a new field and choose Document control as the Type.
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Select Save on the right-hand side of the newly added field and then Save Changes at bottom of the page.
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Selecting Manage Documents will allow you to see all files uploaded against the document control.
You can then upload multiple documents by selecting Upload New Document. You can choose the file types specified in the Please Note Information box.
Document screen
Clicking on the document icon will download the file.
The Document Merge option allows you to perform a Document Merge against an employee and either save the document to the employee’s record or perform ad-hoc merges.
Training and Recruitment templates will not show as these are only available in those modules.
There is an option to save the merged document against the employee. By selecting this, it will create and save a copy of the merged document for the employee. You will be asked if you wish to download a consolidated version of the merge when you perform the merge.