Engagement: Engagement: Documents

Name of the document that will appear on the Employee Portal

Description of the document

The name of the category that the document is to be assigned to. see Admin | Engagement | Document Categories for more information

If the document is available to use in the system, it is ticked

Priority order that the document is shown within the pinned section on the Employee Portal (on a scale of 1 to 3)

Indicates (with a tick) if auditing is enabled. When this is the case, the system will log when the document was last opened in the Employee Portal by an employee

Furthering the ability to audit the opening of a document, this option (again indicated with a tick) enables the user to configure a dialog to appear after the employee has opened the document. The employee can either Confirm or Cancel the dialog, clicking Cancel will cause the dialog to reappear on any subsequent openings of the document until it is confirmed

Once a document has been enabled for confirmation auditing, the document will appear in the Pinned Documents section in the Documents area in the Employee Portal

Documents requiring confirmation will show as a new notification on the Documents area and will be listed in the Pinned Documents list at the top of Documents area.

Documents that have yet to be confirmed will remain in the Pinned Documents section until they are confirmed, regardless of whether they’ve been opened or not. Confirming the document will remove it from the Pinned Section and remove the “New” tag.

Return to the previous menu

Select Add at the top of the screen to create a new document

To revert to the unsaved state

Select to edit an existing document record

Enter search criteria in the text box and then select the magnifying glass to search based on the keywords

The Employee Portal supports multi-language support. Select the language of your choice using the Languages button

Name of the document to be shown on the Employee Portal (mandatory field)

The name of the category that the document is to be assigned to. see Admin | Engagement | Document Categories for more information.

Set to specify the order that the document is shown within the pinned documents section of the Employee Portal. Select a value ranging from 1-3 (or Not Featured) whereby 1 is the highest value, from the drop-down list

Select the audience for the document. For information about setting up an audience, refer to Admin | Engagement | Audience

Select the insert an external video link

Description of the document for internal use only

Select to enable auditing of the document being opened by an employee. The system will log when the document was last opened in the Employee Portal (See Show Audit below for further information)

Furthering the ability to audit the opening of a document, this option (again indicated with a tick) enables the user to configure a dialog to appear after the employee has opened the document. The employee can either Confirm or Cancel the dialog, clicking Cancel will cause the dialog to reappear on any subsequent openings of the document until it is confirmed (See Show Audit below for further information)

Text that is to be displayed when the employee is asked to confirm their viewing of
the document

Ticking this check box will make the document available on the Employee Portal

Press this button to upload the new document to the system. see the Upload Document Section below for more information

Select to view the current document stored in the system

Return to the Portal Documents tab

Save any changes

To revert to the unsaved state

Select the language of the Portal Document from the drop-down menu (when multi-language support is configured)

Select to delete a document

Select to open the Document Audit window:

From this screen, the user is able to view opened and confirmed messages and download the audit trail as a CSV file. A search facility is also available that enables the user to rapidly find the information that they need using a partial keyword search.

Select the type of document from the selection of available Document Types in the drop-down list:

Select the file you wish to upload (uses your operating system’s file management interface to enable you to select the file that you wish to upload)

See the document that has been uploaded