Summary

The Document Settings window:

• Associates a document with an entity.
• Associates a document with a particular record within an entity.
• Controls whether a document is published to the Self-Service website or not.

Select Document Folder

Documents are stored in folders according to their purpose and who can view them.

By default, the folder from Step 1 of adding a document is selected.

Attach To Entity

You can attach a document to an entity. The document is then available on the View Documents tab of that entity.

Self-Service Note: If you want to publish the document to Self-Service, then in the Attach To Entity list, you must select Employee.
If you select an entity other than Employee, then a ‘HTTP 404 – File not found’ error appears when an employee attempts to open the document.

Alternatively, select None and the document will be available from Document View only.

Select Record

If you specified an entity in the Attach To Entity field, then you can attach the document to a record in that entity.

Leave this field blank to associate the document with all records in the entity.

Publish to Self-Service

The Publish to Self-Service check box is visible only when you are licensed to use Self-Service and the Self-Service module button is active. If this check box was checked before it was disabled, then it will remain checked (and disabled), but the document will not be published to Self-Service. For more details, see Self-Service Licensing.

To publish a document to the Self-Service website, ensure that the Publish to Self-Service check box is ticked.

Note: In the Attach To Entity section, you must select ‘Employee’.

If you want to give an individual employee access to a document such as a new employment contract, then in the Select Record section, select the employee’s code.