You can upload documents without assigning them to a category, but you may wish to create document categories in order to designate features that will apply to a whole group of documents.
In addition, you must create categories for documents that will require employee acknowledgment. Uploading a document that is linked to a category requiring acknowledgment automatically generates an email sent to the employee(s) notifying them that action is required. The link to such a category also guarantees that an email will be sent to any employees who miss the deadline for acknowledging the documents.
Select Manage Document Categories from the Employee Self-Service menu, and the Manage Document Categories window opens.
Click the Add button, and the Add Document Category window opens.
Complete the fields as described. Fields marked with a red asterisk (*) are required.
Description: Enter text to identify the category.
Acknowledgment Required: Check this box if the employee is required to acknowledge receipt of the uploaded documents in this category. If this box is checked, the following additional fields are required.
Acknowledgment Due Date: Enter the date in mm/dd/yyyy format, or click the calendar icon to select the date by which the employee must acknowledge receipt of documents in this category.
Message to User: Enter the text the employee will see when acknowledging a document in this category.
Past Due Message: Enter the text employees will see if they fail to acknowledge a document by the acknowledgment due date.
Expiration Date: Optional. Enter the date in mm/dd/yyyy format, or click the calendar icon to select the date a document in this category will expire. Note: Some documents will never expire, so you'll want to leave this field blank.
Click Save to save this category, or click Save and Add to create an additional category.
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