Documents
Document and email generation.
By Steve and 2 others3 authors28 articles
- Portal: Overview of document and email generationGenerating documents, letters and emails from employee data.
- Portal: Upload a public document for all employees to viewUpload a public document, such as company policy details, so all employees can view it.
- Editing employee and manager request formsChanges that can be made to processed and unused request forms.
- Cloning employee and manager request formsHow to copy an existing manager or employee request form.
- Deleting or deactivating employee and manager request formsHow to delete employee and manager request forms, or make them inactive.
- Restrict access to employee and manager request formsHow to limit access of employee and manager request forms to a specific group or part of an organisation.
- Workflow process and EMS trigger for employee and manager requestsThe configuration required to create a notification and approval process for an employee or manager request.
- Create an employee request formHow an employee submits an employee request form.
- Create a manager request formSubmit a manager request form on behalf of one your team.
- Status of employee and manager requestsThe statuses assigned to employee and manager requests, and what each status means.
- Action an employee or manager requestUnderstand alerts, and action an employee or manager request.
- Monitor employee and manager requests as a userHow users can view and track the status of employee and manager requests they've submitted.
- Monitor employee and manager requests as an administratorHow administrators can view and track employee and manager requests.
- Employee team member access on a manager request formHow to populate the Employee drop-down in the Manager Requests widget with the manager's team members.
- Reporting on employee and manager requestsHow to produce reports in PeopleXD Insight for employee and manager requests.
- User access to employee and manager request formsHow to enable user access to employee and manager request forms.
- Enabling access to employee and manager request forms in HR Process AdministrationHow to grant administrators access to view and edit employee and manager request forms in Hr Process Administration.
- Search for Staff Requests to approve or rejectWhere to find and how to approve or reject staff requests.
- Bulk upload corrections in HESAPerform bulk updates via CSV file upload in the HESA module.
- Display known as name on the generate document/letter screensDisplay and search for an employees known as/preferred name on the generate email/documents screens.
- Upload document under employee profile in portalSteps to upload documents, such as pension statements, under an employee's profile in portal.
- Menu Option to Delete an uploaded DocumentOur admins have the function to delete files they have uploaded, but we want to change it to View only.
- Download and Import Menu ProfilesDownload, export, import menu profile
- Configure employee and manager request formsCreate and configure employee and manager request forms.
- Configure User Defined FormsSet up fields, sections, and settings for your user defined forms.
- Capture more information with User Defined FormsBuild more comprehensive forms with additional fields, flexible labels, and multiple document attachments.
- User Defined Forms enhancement FAQsFind answers to common questions about the enhanced User Defined Forms screen, including field limits, permissions, and reporting.
- Enable User Defined Forms menu optionsFind the menu options needed to activate User Defined Forms (UDF) for new users or users whose options haven't enabled automatically.