Follow

Updating Document Information

The existing documents in your enableHR system can be easily updated - anytime. This refers to any documentation of your organisation and/or your workers' documents.

The following document information can be updated:

  • (Document) Status 
  • Signature Date
  • Title
  • (Document) Type
  • Branches Allowed
  • Expiry Dates and Alerts


Depending on which module the document is stored, a user must have any of the following roles to update document information:

 

For your organisation's documents (e.g General Docs tab, Policies tab, etc) For your workers' documents
 
EmployeeManagement
EmployeeManagement (No access to contracts) 
EmployeeManagement-(No Docs or Notes)
EmployeeManagement-(No Docs, Notes or Checklists)
ContractorManagement
VolunteerManagement
GrievanceManagement
WHS Administrator
WHS Management
WHS (Legacy)
WHS Administrator (Legacy)

 EmployeeManagement

EmployeeManagement (No access to contracts) 

ContractorManagement

VolunteerManagement

 

 

Below are the steps on how to update document information:

1. Navigate to the tab where the document is stored (e.g. General Docs tab, Policies tab, Documents tab of the worker's record).

2. Click the name of the document.

3. Below the Details section, you will see "Edit" buttons which will allow you to update relevant document information. Click the "Edit" button you're after:


 

 

Status  


Signature Date  


Title


Type




Please refer on these articles too:
Document Types - Controlling what documents a user can see
What documents are visible in eSS?
List of WHS Documentation Types
WHS Document Types Viewable in enableHR Self Service

 

Branches Allowed


Expiry Dates and Alerts


 This also relates to Scenario 2 of article: How To Set A Reminder

Folder  


Please Note: Moving documents from one folder to another is only allowed for company/organisation documents - and not allowed for workers documents.

 

 

Have more questions? Submit a request