Follow

Document Types - Controlling what documents a user can see

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:

Document Type Code
Agreement Agreement
Application App
Annualised Salary Agreement ASA
Australian Workplace Agreement  AWA
Customer Agreement  CA
Capability CAP
Certificate CERT
Checks CHECKS
Collective Agreement COLA
Comcare Document COMCARE
ConfigurationTesting (ConfigurationTesting)
Commission Structure CS
Deed DEED
Other Document DOC
Other (WHS) DOCWHS*
Enterprise Agreement EBA
Employment Contract EC*
Employment Contract Executive ECEX
Email EMAIL
eSS Doc ESSDOC*
eSS Form ESSFORM*
Expenses EXPENSES
First Aid FAID
Employee File FILE
Financial FIN
Form Form
Government Government
Grievance GREV
Training Guide GUIDE
Independent Contractor Agreement ICA
Induction IND
Insurance Document INSURANCE
Identification ID*
Individual Flexibility Agreement IFA
Interview INT
Industrial Relations/Employee Relations IR
Individual Transitional Employment Agreement ITEA
Letter LET
Correspondence (Property) LETR
License LIC
External LINK
Leave Form LVE
Managing Agency Agreement MAA
Medical MED
Medical Qualification MEDQUAL
Memo MEMO
SDS MSDS
Confidentiality Agreement NDA
Online Performance Review OPR*
Payroll PAYROLL
Position Description PD*
Planning, Development & Review (PDR) PDR
Performance Development PERDEV
Performance Management PERMAN
Performance Review PERREV
Photo  
Plan PHOTO*
Plan (Deprecated) PLAN_OLD
Police Check POLICECHECK
Policy Policy*
Procedure PROC
Professional Development PRODEV
Professional Registration / Membership PROF*
Payslip PSL
Psychological Test Psych
Qualification QUAL
Recruitment RECR
References Ref
Restricted Restricted
Resume Resume
Responsible Service of Alcohol RSA
Responsible Service of Gambling RSG
Residential Tenancy Agreement RTA
Supplier Agreement SA
Sales Agency Agreement SAA
SafeWork Document SAFEWORK
Safety Data Sheet SDS
Sensitive Sensitive
Sick Leave SICKLVE
Signature SIG
Skill SKL*
Letter - Salary Review SRLET
Super Form Super
System SYSTEM
Taxation Documentation TAX
Terms and Conditions TC
Terms and Conditions of Business TCB
Title Page TITLE
Letter - Termination TLET
Training Document TRAIN*
Volunteer Document VLT
VISA VSA*

Workplace Authority Lodgement Receipt

WA

WAGES

WAGES

Performance Management (Warning)

WARN

Workers Compensation

WC

WHS

WHS

ACC Document

WHSACC

WHS Agenda

WHSAGE

Agenda

WHSAGG

WHS Checklist

WHSCHE

Evaluation

WHSEVAL

WHS Form

WHSFORM

WHS General

WHSGEN

WHS Guideline

WHSGUI

WHS - High Risk Editorial Assignment Counselling

WHSHREAC

WHS - Hearing Test

WHSHT

WHS Induction

WHSIND

WHS Medical

WHSMED

WHS - Mental Health Early Intervention

WHSMHEI

Minutes

WHSMIN

WHS - Other

WHSOTH

WHS - Personal Data Profile

WHSPDP

WHS - Pre-Employment Medical

WHSPEM

WHS Policy

WHSPOL

Report

WHSRPT

WHS - Skin Check

WHSSC

Safe Work Method Statement

WHSSWMS

Safework Procedure

WHSSWP

WHS - Travel Doctor Assessment

WHSTDA

WHS Template

WHSTEM

WorkCover Document

WORKCOVER

WorkSafe Document

WORKSAFE

Working With Children Check

WWCC

 

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.

 

Relevant Articles:

 

 

 

Have more questions? Submit a request