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Document Types - Controlling what documents a user can see

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If you want to dictate which of your enableHR users can / can't see particular documents, the best way to do that would be to alter the roles assigned to users.

For a quick overview of roles and how to assign them, please reference the article "Why can't I see a particular tab/document??"

Different roles have different document types assigned to them, if the roles (user can have more than one role) assigned to a user doesn't have access to a particular document type, then the document will not appear to that user in enableHR. This gives you another level of control over which users can see what documents.

 

Below you'll be able to see a list of available document types:

Note: * Indicates the document type is visible in eSS

 

Document Type Code
Agreement Agreement*
Application App
Capability CAP
Certificate CERT*
Checks CHECKS
Conflict of Interest COI
Contract Variation VAR*
Other Document DOC
Other (WHS) DOCWHS*
Enterprise Agreement EBA
Employment Contract EC*
Email EMAIL*
eSS Doc ESSDOC*
eSS Form ESSFORM*
Expenses EXPENSES
First Aid FAID
Employee File FILE
Form Form
Grievance GREV
Training Guide GUIDE
Independent Contractor Agreement ICA
Induction IND*
Insurance Document INSURANCE
Identification ID*
Individual Flexibility Agreement IFA
Interview INT
Industrial Relations/Employee Relations IR
Individual Transitional Employment Agreement ITEA
Letter LET
Correspondence (Property) LETR
License LIC*
External LINK
Leave Form LVE*
Medical MED
Medical Qualification MEDQUAL
Memo MEMO
SDS MSDS
Confidentiality Agreement NDA
Online Performance Review OPR*
Payroll PAYROLL
Position Description PD*
Performance Management PERMAN
Performance Review PERREV
Photo PHOTO*
Plan Plan
Plan (Deprecated) PLAN_OLD
Police Check POLICECHECK
Policy Policy*
Procedure PROC
Professional Development PRODEV
Professional Registration / Membership PROF*
Psychological Test Psych
Qualification QUAL*
Recruitment RECR
References Ref
Resume Resume*
Safety Data Sheet SDS
Sensitive Sensitive
Sick Leave SICKLVE
Signature SIG
Skill SKL*
Letter - Salary Review SRLET
Super Form Super
Taxation Documentation TAX
Letter - Termination TLET
Training Document TRAIN*
VISA  VSA*
WHS  WHS
ACC Document  WHSACC
WHS Agenda WHSAGE
WHS Checklist WHSCHE
Police Check POLICECHCEK*
Evaluation  WHSEVAL
WHS Form  WHSFORM
WHS General WHSGEN
WHS Guideline WHSGUI
WHS - Hearing Test WHSHT
WHS Induction WHSIND
WHS Medical WHSMED
Minutes  WHSMIN
WHS - Other WHSOTH
WHS - Pre-Employment Medical WHSPEM
WHS Policy WHSPOL
Report  WHSRPT
WHS - Skin Check WHSSC
Safe Work Method Statement WHSSWMS
Safework Procedure WHSSWP
WHS - Travel Doctor Assessment WHSTDA
WHS Template WHSTEM
Working With Children Check WWCC*

 


Please note: When uploading a document, you may not necessarily always be able to choose from all the above options. This is again related to the role/s you currently have assigned. Various roles will have the ability to "Approve","Create","Delete","Update","Upload" and/or "View" the document types.When uploading a document, you can categorise the document according to the document types you have available to you. After it is uploaded, if any of your assigned roles has the ability to see the document, it will appear in the folder the document was uploaded in. If none of your roles has the ability to see the document type, then it won't appear. 

If you find that you are unable to view, upload or create some documents, most likely it is due to the fact that you don't have a role which allows you to do this. To rectify this contact your account admin and request that your permissions are altered.

If you don't see a role which fits your specific needs, follow the instructions in the above article to create a role you need.

 

Relevant Articles:

 

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