Upload Documents

MY HR > Upload Documents

To let employees upload documents for their employee records, an Upload Documents option has been added to the MY HR menu. Administrators may manage the visibility and use of this option through a new Upload Documents setting on the eHuman Resources Miscellaneous Settings page (eAdministration > eHR > eEmployee > Miscellaneous Settings).

Selecting the Upload Documents menu option opens the Uploaded Documents page.

Documents the employee already has uploaded are shown here in a grid, with each row corresponding to a document and containing the date it was submitted, an optional comment, status and a document viewing icon. The area above the grid also may contain custom messages created through the new Uploaded Documents content region on the Content Configuration page (eAdministration > eHR > eEmployee > Content Configuration).

Below the grid on the Uploaded Documents page is an UPLOAD button. Clicking this button opens the Upload Documents page.

This page contains a Comment field for the optional entry of a comment related to the document being uploaded and buttons for selecting files to upload, downloading files and deleting files.

After selecting a file to upload, the employee must click the SUBMIT CHANGES button. Once the file has been approved and posted in new world ERP (Human Resources > eSuite > Employee Change Request), it will be available for viewing on the employee's Uploaded Documents page in eHR and as a Documents link in the Common Links panel of the employee's Workforce Administration page.

Note: Approvals for document upload requests are created based on the Payroll-Employee Self Service process in Process Manager (Maintenance > new world ERP Suite > Process Manager).

Note: To see an example of the end-to-end process of uploading and submitting a document from eHR and approving, posting and viewing it in new world ERP, click here.

Employee Upload Documents has been added as a request type on the Change Request Type page in new world ERP Maintenance (Maintenance > new world ERP Suite > Security > Change Request Type). Uploaded documents always require approval, so the Approval Required column is checked automatically and cannot be unchecked.