Read more about the steps to moving, changing or deleting Employee Documents
Moving, Changing, or Deleting Employee Documents
Click on the ellipsis icon [ … ] in the Actions column to find “Edit,” “Delete” and “Move Subcategory.”
Edit
“Edit” allows you to update the selections to change the following:
- Category
- Subcategory
- Document Type
- Description
- Update a New File
- EE. Mgr &/or Super Access
Click on Save when you are done making changes.
Delete
To delete the document, a warning will appear which you must select to delete the document or cancel.
Move Subcategory
Click to change the subcategory for this document.
Setting up Subcategories
Navigate to Client Management > HR Management > HR Administration > Document Subcategories.
Select Add New.
- Select the appropriate Category.
- Key in the Subcategory.
- Click on the Save icon.
Once a subcategory has been created, you’ll find an icon to edit (paper/pencil icon) or delete (trash can icon) the subcategory.