This feature allows an Admin user to share information, forms, user manuals, guidelines, etc., as a document with the employees of the organization. The tool is designed in such a way that the publisher has the choice of selecting the audience by selecting employees, employee user role, employee location, Employee Status, Job Titles, Sub Units, or the entire organization.
If there’s a requirement to publish a campaign, event, awareness program, or any other related activity, this tool allows you to add the information related to the event as a text body and also attach a flyer or a document. Attachment of all documents is done via the Document Widget in the Dashboard. Please follow the steps below for guidelines.
Step 1 - Go to HR Administration → Announcements → Document, and click the "Add Document" button on the document list screen.
Please refer to the article below for instructions on how to create document categories.
Step 2 - The Add Document Screen will appear as follows. Add a name for the Topic, select a Category, and write the Description.
Step 3 - Select the “Request Acknowledgement” checkbox if you would like the employees to acknowledge reading the Document.
Step 4 - Once all is completed, click on the "Next" button
Upon clicking, the Publish Settings screen will appear.
Step 5 – Select the Published date.
Step 6 – Select “Publish To - All User Roles” if you want to publish to all employees. You have the option of restricting access to the Document based on User roles, Individual employees, Location, Employment Status, Job Titles, or subunits. If any of these options are selected, the Document will be published to employees that meet the selected criteria.
Step 7 – Click on the "Publish" button to publish right away.
If you need to publish it later, you can click on the save button located in the top-right corner of the screen and save it.
Once added, it will display in the Documents section.
Step 8 - Once published, you can add attachments to the document. Click on the "Attachments" button.
Step 9 – The "Add Attachment" screen will appear; browse the attachment and add a description (optional).
Step 10 - Click on the save button to appear it to your document.
Once the document is published, users can view the published document. Refer to the following article to view published documents.