Set up the default folder structure for employee documents. You can create folders that are visible to certain types of users.
To manage your document folders:
1. Sign in to your TalentHR domain as an Admin or an HR Manager and go to Settings > Employee docs structure (1).
2. There are two folders by default, the Admin Folder and the Manager Folder. Click the pencil icon next to any folder to edit it, or click the bin icon to delete it (2).
3. Click Add folder (3) to create a new folder for employee documents.
4. Type a name (4) for the new folder.
5. Use the Visible to drop-down (5) to specify the visibility of the folder and of any documents added to it. The Admin(s) and HR Managers will always be able to see all folders. The options you can choose from are:
- Employee & their manager & HR Managers: Everyone will be able to see the folder, including the employee themselves and their manager.
- The manager & HR Managers: The employee won’t be able to see this folder under their profile. However, their manager as well as any HR Managers/Admin(s) will still see the folder as well as any relevant documents.
- Employee & HR Managers: The employees’ managers won’t be able to see this folder under their employee’s profile. The employee will have full visibility and access to the folder, as well as any included documents. As always, HR Managers and the Admin(s) will have access too.
- HR Managers: Select the HR Managers option if you wish this folder to be visible to the Admin(s) and HR Managers only.
6. Click Save (6) to create your new folder.
From now on, this folder will be found under the Documents tab of all employees’ profiles (1).
Each employee’s folder is unique. Adding a document to one employee’s folder will not add it to others with the same folder name.