There are two options when adding documents on Access Education People:
Uploading a document to all of the employees in the system, which will show for everyone in Self Service > Document Library
Uploading a document to only one specific employee, which will show for them in Self Service > Document Library
📌 Note: The system does not currently include any features to upload documents to a certain group of employees instead of all employees.
Create the document folder
Go to Setup and click Content.
Select Documents and then select Employment.
Click Add Folder.
Enter the name of the folder in the Description field and click Save.
Click the folder you have just created.
Click Add Document Group.
Enter the name of the group in the Description field.
Click the Can View and Can Edit tabs and select the roles which will need to view or edit this document group.
Click Save.
Adding the document to an individual employee
Go to the employee's profile and click Documents.
Select Docs from the menu on the right and click Document Upload.
Enter the name of the document in the Description field.
Click the Upload To dropdown and select either Person or This Employment.
If the user has several employments, selecting Person will upload the document to all of the employee's employments.
Selecting This Employment will only upload it to the currently selected employment.
Select an option from the Type dropdown.
Check the Show in Self Service box if you want this document to be available for the user in Self Service.
Click Upload Document and upload your file.
Click Save.
📌 Note: The list of document types in the Type dropdown is hardcoded into the system and cannot be edited or added to.
Permission needed
To view the Documents menu on an employee's profile and add documents for them you will need the permission 'Employment Documents Permission' which can be added for you by your manager or any System Owner user by following the steps in our article on adding permissions.