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The Documents tab within Schedule : Employee Data and Location data contains functions that allow files (documents) to be uploaded to PeopleHours™ which are then linked to the employee or the location and can be viewed thereafter whenever the user is logged into PeopleHours™.
The instructions for Locations and Employees are identical except where they relate to Special Documents.
Files uploaded are displayed in a grid on screen with the following descriptive headings:
Name |
The friendly user name specified when uploading a new document. |
Filename |
The name of the file as uploaded. |
Document Type |
The type selection applied to the document. |
Review Date |
User selected date to indicate the next review. |
Modified by |
The PeopleHours user name that last made a change to the record. |
Modified on |
The date on which the last change was made. |
Download |
Clickable link to download and open the saved document. |
File History |
Opens a window detailing all changes made, when and by which user. |
Delete |
Deletes the file. |
Modify |
Clickable link to allow upload of new file version, change the friendly Name or Review Date. |
Note: Uploaded documents are not backed up as part of Gallinet's usual data back up processes.
Clients should therefore not use this feature as their primary or only document storage solution.