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You may use the My Documents page to upload documents required by your Human Resource department to a secure document storage location.
You must save the document to your computer or other device prior to uploading the document using the My Documents page. Check with your administrator to verify file types and sizes (e.g., pdf, docx, xlsx, jpeg, png, etc.) you can upload.
Your administrator determines if this document upload option is available to you.
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 |
 |
Click
the Filter icon |
Filtering the Grid using the Filter Criteria Boxes |
 |
Click
the Edit icon to edit comments attached
to a document. |
Modifying a Document Record |
 |
Click
the Delete icon to delete the document
from the secure document storage location. |
Deleting a Document |
The My Documents grid displays the following information for each document record.
Column Heading |
Definition |
Name |
This column lists the name of the uploaded document. |
File Type |
This column lists the format of the document, e.g., Word document, image, etc.. |
Owner |
This column lists the user name of the employee that owns the document. |
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 Document page. It also displays comments added or changed by the administrator. |
You must filter the My Documents grid by document type
to populate 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 the employee documents assigned the selected
document type.
Follow these steps to filter the My 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 a document. If the document was previously uploaded, it is removed from the secure document storage folder.
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 grid.
Click the 
button to cancel the document delete process.
