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Documents Tab for Events Configuration for Employee Portal of Core HR

From the 'Documents' tab for Events, you can add Event Documentation records which will appear on the Review Step of the Event. For each Event Documentation record, you can provide an optional link to a downloadable form (forms displayed in the dropdown reflect forms available in the Downloads library).

Navigating to Documents for Events in the Employee Portal
  • Expand Setup and click Setup Properties from the menu.


  • Hover over 'Employee Portal Setup' and click Employee Portal.


  • Click the Events tab.


  • Click the name of the Event.


  • Click the Documents tab. 



  • Eligibility Rule - The rules to determine if an employee is able to view/download the document.
  • Form Download - The document that can be associated with the Event. The documents listed are based on the documents uploaded to the Employee portal
  • Documentation Instructions - Information for your employees with regards to a document. 
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