For users with access to HRAdmin → Document Center → Document Type Security, you can now create your own user-defined document types.
These user-defined document types will be visible in:
- Manage Employees → Documents → Add New (button)
- Manage Employees → Documents
- Document Center → Company Documents
Document Type Security
To get started, navigate to HRAdmin → Document Center → Document Type Security.
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Select Add New
to create a new document type (refer to the screenshot below).-
Enter a unique Description
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The description cannot exceed 20 characters.
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The description cannot include these reserved words: “esign”, “state-”
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Specify if the document type should be marked as Classified.
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Select Save to finalize the document type.
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Select Edit
to edit an existing document type. -
Select Delete
to delete the document type.-
You cannot delete a document type if there are employee documents assigned to this type.
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Manage Employees
For users with access to Manage Employees → Documents, user-defined document types will be visible in the Document Type dropdown list when uploading an employee document.
Company Documents
For users with access to Document Center → Company Documents, user-defined document types will be visible in the Document Type dropdown list when uploading a new Company document.
