How can administrators upload and manage documents in the Employee Self-Service (ESS) portal? RP-40514

System Admin  

The Upload ESS Documents feature allows administrators to upload and manage documents that will be visible to employees through the Employee Self-Service (ESS) portal. Documents can be categorized, time-bound, and targeted to specific employees or organizational units (OUs).

Navigation Path: System Admin -> ESS/Webpart Management -> Upload ESS Documents

Steps to Upload a Document

  1. Select Category
    • Choose the main category under which the document should be classified (e.g., Policies, Forms, Announcements).
  2. Select Sub-Category
    • Choose a relevant sub-category for better classification (if applicable).
  3. Enter Publishing Date
    • Specify the date from which the document should be made available.
  4. Will Document Expire?
    • Select Yes if the document should have a validity period.
    • If selected:
      • Enter the Expiry Date after which the document will no longer be visible.
  5. Enter Subject
    • Provide a clear and concise title or subject for the document.
  6. Upload Attachment
    • Attach the document file (e.g., PDF, DOCX) to be published.
  7. Select Organizational Unit (OU)
    • Choose the OU to define which teams or departments can view the document.
  8. Select Employee(s) (optional)
    • Further restrict visibility to specific employees, if needed.
  9. Click Save
    • Finalize and publish the document to the ESS portal.
 
 
 

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