Managing Documents
On the Documents tab, you can control the behavior and display of documents based on assigned document categories for managers and their employees.
Assigning Document Categories to the Template
Document categories are created on the Document Categories form. Once created, access is provided to service providers, worksite trusted advisors, and worksite managers by assigning the document categories to their user roles in PrismHR. Access is provided to employees by assigning them to their client's template. For more information, see the Document Management Quick Start Guide on the Customer Resource Center.
To assign document categories to the template:
| 1. | Select document categories in the Select Document Category(s) field. |
| 2. | To assign the document categories, click Assign Categories. A list displays with the selected document categories. |
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
|
Category Name |
The name of the document category. |
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Assigned To |
The intended audience for the document category. |
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Employee Upload |
Select whether the employee can upload documents.
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Action |
To delete a document category from the template, click |
.| 3. | To apply the changes to clients using the template, click Apply To Client(s). |
| 4. | Click Save. |
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