Working with Document Management

See the Document Management Quick Start Guide on the Customer Resource Center.

On the Documents tab, you can enable the new document management system for managers and employees. With the new document management system, you can control the behavior and display of documents based on assigned document categories for managers and their employees.

Enabling Document Management

To enable the new document management system for employees:

Click the WORK CENTERS menu.

From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

Click Configuration Templates. The Configuration Templates form opens.

Click the Documents tab.

Select the Enable new document management option.

To apply the change to clients using the template, click Apply To Client(s).

Assigning Document Categories to the Template

To provide employees access to document categories and the documents associated with them, you must assign the document categories to the client configuration template.

Note: You can provide access to service providers, worksite trusted advisors, and worksite managers by assigning the document categories to their user roles in PrismHR. For more information, see Assigning a Document Category to Service Providers and Managers in the Document Management Quick Start Guide on the Customer Resource Center.

To assign document categories to the template:

Select document categories from the Assign Document Categories list.

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.

Assigned To

The intended audience for the document category.

Employee Upload

Select whether the employee can upload documents.

•

Allow: Employees can upload their own documents.

•

Disallow: Employees cannot upload their own documents.

Action

To delete a document category from the template, click .

To apply the changes to specific clients, click Apply to Client(s). In the Client Search, select the clients to use the template and click Apply.

Click Save.