How to: Set Up Document Management Types
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Select HR from the module drop down.

Fig 1.  Select HR module

From the Administration drop down select Document Management.

Fig 2.  'Document Management' under Administration Drop Down

A list of document types already created will appear.  If a document type has been used to upload a document  to an employees record it will have N/A next to it and will not be able to be deleted off the system.

Fig 3. Document Descriptions

To create a new description follow the link 'Create Document Type'.

Fig 4.  Create Document Type

Enter a description for the type of document and click Save.

Fig 5. Document Description

Uploading a Document to an employees file.
 

HR Module ˃ Employees ˃ Employees List ˃ select the employees record ˃Employee Info ˃ Document Management ˃ Upload a Document

Fig 6. Upload a Document

Select from the document types created, browse the computer for the file to be uploaded and Save.

Fig 7.  Selecting Document Type in drop down menu