Attachments
About
This article clarifies how to add documentation to employee records. Before doing so, categories for the various types of attachments need to be created on the Other Drop Downs Screen. Once the Attachment Classifications have been added, documentation can be uploaded on the employee’s Attachments Screen.
Edition
This feature is available on all PaySpace editions.
Adding Attachment Classifications
Attachment categories are created on the Other Drop Downs Screen.
Navigate > Config > Basic Settings > Drop Down Management > Other Dropdowns > Category Heading: Attachment Classification
Click on
Attachment Classification to expand this category heading.
The Company Admin Screen
The Attachment Classification Screen
Once all the Attachment Classifications have been saved, the details will display on the History Grid.
History Grid
Example
In this example, employees are registered for Employee Self Service (ESS). They have access to the Attachments Screen. The HR Officer does not want them to have access to the On Boarding Documentation that has been added to their Attachments Screens.
The security role code is needed to restrict the ESS users and can be obtained from the Security Role Screen.
Click on
Edit Role on the ESS Security Role.
Security Role Screen: History Grid
The Role Code Field
Since the role code has been added to the On Boarding Documentation Category on the Company Admin Screen, employees will not have access to this category when uploading documents on the Attachments Screen via their ESS profile.
Adding an Attachment
Documentation can be uploaded on the employee’s Attachments Screen.
Navigate > Employee > Basic Information > Attachments
Ensure that the correct
employee is selected.
The Location Menu
Click on
+ Attachment to start the action of adding an attachment.
The Attachments Screen
The Attachments Sub Screen
Once the attachment has been saved, the details will display.
The Attachment Screen
Tip
The maximum size of an attachment that can be uploaded is 8Mb.
The Attachment Classification Report
To extract the types of attachments that have been loaded for each employee, print the Attachment Classification Report.
Navigate > Reports > Reports > Standard Classic > Category Heading: HR > Attachment Classification
Complete the Attachment Classification Report Parameters and select to execute the report.
An extract of the Attachment Classification Report
Related Articles
How do I create attachment classifications?
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