If you want to dictate which of your HRA Cloud users can / can't see particular documents, the best way to do that would be to alter the roles assigned to users.
For a quick overview of roles and how to assign them, please reference the article "Why can't I see a particular tab/document?"
Different roles have different document types assigned to them, if the roles (user can have more than one role) assigned to a user doesn't have access to a particular document type, then the document will not appear to that user in HRA Cloud. This gives you another level of control over which users can see what documents.
Below you'll be able to see a list of available document types:
|Annualised Salary Agreement||ASA|
|Australian Workplace Agreement||AWA|
|Employment Contract - Executive||ECEX|
|Independent Contractor Agreement||ICA|
|Individual Flexibility Agreement||IFA|
|Industrial Relations/Employee Relations||IR|
|Individual Transitional Employment Agreement||ITEA|
|Managing Agency Agreement||MAA|
|Online Performance Review||OPR|
|Performance Development & Review (PDR)||PDR|
|Professional Registration / Membership||PROF|
|Responsible Service of Alcohol||RSA|
|Responsible Service of Gambling||RSG|
|Residential Tenancy Agreement||RTA|
|Sales Agency Agreement||SAA|
|Letter - Salary Review||SRLET|
|Terms and Conditions||TC|
|Terms and Conditions of Business||TCB|
|Letter - Termination||TLET|
|Workplace Authority Lodgement Receipt||WA|
|Performance Management (Warning)||WARN|
|WHS - High Risk Editorial Assignment Counselling||WHSHREAC|
|WHS - Hearing Test||WHSHT|
|WHS - Mental Health Early Intervention||WHSMHEI|
|WHS - Other||WHSOTH|
|WHS - Personal Data Profile||WHSPDP|
|WHS - Pre-Employment Medical||WHSPEM|
|WHS - Skin Check||WHSSC|
|WHS - Travel Doctor Assessment||WHSTDA|
Please note: When uploading a document, you may not necessarily always be able to choose from all the above options. This is again related to the role/s you currently have assigned. Various roles will have the ability to "Approve","Create","Delete","Update","Upload" and/or "View" the document types.When uploading a document, you can categorise the document according to the document types you have available to you. After it is uploaded, if any of your assigned roles has the ability to see the document, it will appear in the folder the document was uploaded in. If none of your roles has the ability to see the document type, then it won't appear.
If you find that you are unable to view, upload or create some documents, most likely it is due to the fact that you don't have a role which allows you to do this. To rectify this contact your account admin and request that your permissions are altered.
If you don't see a role which fits your specific needs, follow the instructions in the above article to create a role you need.