Documents
Documents
In this panel you can track all documents that are in some way linked to the individual employee.
In this field you can define following fields:
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Type
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In this field you can select from lookup grid choose a predefined types:
- Agreement
- Annex
- Diploma
- Spricevalo
- Other
With the double-click we enter the Types of Documents Register.
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Types from 1 to 5 are predefined and in the register Types of Documents cannot be changed. However, we can add new types from including 6 forward.
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Name
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Name of from the Types of Documents register is transferred. Here we cannot change or correct data. We can change it in the Types of Documents Register.
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Issued
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We can enter a date when a document was issued.
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Received
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We can enter a date when an employee received a document.
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Valid Until
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We can define the date till when the document is valid.
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Name
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When we selected the path to the document we need to add a name of the document – we name it.
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Document
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First we set the path to the document, with a right-click in the field, a special menu will open
- Open – the program will open a window, if the path to a document is already set. The same will happen if you double-click the field.
- Change - the program will open a window where you can change the path to the document and the changes if after we re-select it.
- Add - the program will open a window where you can select the path to the document.
- Reset - the program will delete the path to the document.
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Note
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Space for detailed document description.
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In this panel you can track documents that are linked to the employee, including documents created from the Personnel | Forms | Documents! These documents can be employment contracts, annexes, statements, etc. |
In case we have in Administration panel | Documentation confirmed checker Connect to Document Management System and selected Mnmo driver DPA, than in this panel will show new tab Digital Archive.