How do I create attachment classifications?
Documents can be attached to an employee record on the Attachments screen. However, Attachment Classifications need to be created on company level before doing so.
Navigate > Configuration > Basic Settings > Drop Down Management > Other Drop Downs > Attachment Classification
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Leave Reasons need to be created on company level prior to attaching them to employee Leave Applications. Navigate > Configuration > Basic Settings > Drop Down Management > Other Drop Downs > Leave Reasons
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Workflow roles may be created and used to accommodate exceptions in workflow paths. A workflow role is created by selecting the "+ " button on the Workflow Roles screen. Navigate > Configuration > Basic Settings > Drop Down Management > Workflow ...
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Pay Points can be created as part of the Advanced Organisation structure. To assign an employee to a Pay Point, they first need to be created on company level under the Pay Points section on the Other Drop Downs screen. Navigate > Configuration > ...
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To exclude users from viewing a specific attachment or document that was uploaded, specify the Security Role Code whose users should not be able to view the attachment classification and save your changes. Navigate > Configuration > Basic Settings > ...
Basic Company Information | Grouping Companies
Overview When a new company is created, the system automatically generates a company group (i.e., a parent container) in the backend. The name of the group that a company belongs to will be displayed under the "Group Action" section above the ...