The Employee Portal Documents screen provides the ability to upload and store documents that can be viewed/downloaded by the employee from their Employee Portal and for Events. The documents selected for an event will appear in the Review Step of the Event.

The columns will show you:

• Name - Name of the Document
• Type - Type of Document
• Category - Category of Document
• Display Order - The order the documents are displayed. If multiple documents have the same display order number, then it will order them by name.

The Actions drop-down menu allows you to:

• Create Record
• Save Documents
• Manage Categories
• Delete Selected Record(s)

Create Record

1. Click Create Record from the Actions drop-down menu.

   

2. Enter the following information:
   • The name of the document.
   • The display order for the document.
   • Select the category of the document.
   • Click Browse to upload the document from your computer.

   

3. Click Upload.

Save Documents

1. While viewing the Employee Portal Documents page, make any updates to the document name, category, and/or display order.

   

2. Click Save Documents from the Actions drop-down menu.

   

Manage Categories

1. Click Manage Categories from the Actions drop-down menu.

   

2. Enter the following information:
   • The name of the category
   • Select the Eligibility Rule for which employees should be able to view/access the document.

   

3. Click Save Category.

Delete Selected Record(s)

1. Click the checkbox towards the right of a document.

   

2. Click Delete Selected Record(s) from the Actions drop-down menu.

   

3. Click OK on the confirmation modal.