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Use the Employee Documents page to view documents uploaded by employees to the secure document storage location using the My Documents page. You must select a Document Type to view employee documents.
Administrators may also use this page to upload a document on behalf of an employee, including an employee that has an Alio account but not an Employee Portal account. The administrator can also modify an uploaded document and remove a document from the secure document storage location at the request of an employee.
Administrator users may access the Employee Documents page if the Employee Documents option is turned on for their User Role.
Prior to using the Employee Documents page, the administrator should identify the types of documents and size of documents that can be uploaded.
The following links display at the top of the page.
Link |
Purpose |
Click the link for more information |
|
Click
the Add icon |
Uploading a Document for an Employee |
 |
Click
the Filter icon |
Filtering the Grid using the Filter Criteria Boxes |
 |
Click
the Edit icon to edit a employee document. |
Modifying an Employee Document Record |
 |
Click
the Delete icon to delete an employee
document from the secure document storage location. |
Deleting an Employee Document |
The Employee Documents grid displays the following information for each existing document record.
Column Heading |
Definition |
Name |
This column lists the document name entered when the employee uploaded the document from the My Documents page or the administrator added the document. |
Employee |
This column lists the name of the employee that uploaded the document or requested that the administrator upload the document. |
Employee No |
This column lists the employee identification number in Alio. |
File Type |
This column lists the format of the document. |
Owner |
This column lists the user name for the owner of the uploaded the document. This usually the employee's user name. |
Date |
This column lists the date the document was uploaded. This date changes if a comment is added or updated or another version of the document is uploaded. |
Status |
This column lists the status of the document. Possible statuses are Active, Cloning, Deleted, Pending, and Requires Virus Scan. |
Comment |
This column lists the comments entered when the employee uploaded the document from the My Documents page or the administrator uploaded the document from the Employee Documents page. |
You must filter the employee documents by document
type to display employee documents in the grid. Click the Document
Type Drop Down List button
to select the document type from the list. The grid
is refreshed to show only employee documents assigned the selected document
type.
Follow these steps to filter the Employee Documents grid using the data displayed in the grid columns. Applying multiple filter criteria limits the number of documents displayed.
If necessary, click the
Filter button
to display the filter criteria boxes that correspond to each heading
in the grid.
Type the filter criteria in each applicable box; use the % sign as a wildcard character. You can type the percent sign in the following positions: X%, %X, and %X%.
Press the Enter key to filter the grid.
Follow these steps to delete an employee document from the secure document storage location.
Click the Delete
icon that corresponds to the document to be deleted.
A Confirmation message displays: "Are you sure you want to remove
this document?"
Click the 
button to delete the document. The document is removed from the Employee
Documents grid.
Click the 
button to cancel the document delete process.
