Appearance
My Documents: Document settings
My Documents: your documents and where each stands, what is required and missing, what HR has asked for, letters and certificates, upload, replace and preview. This article covers: Document settings.
Before you start
- Access. You need access to Employee Services > My Documents. If you do not see it in the menu, ask your administrator for the role that covers this area.
Steps
Open Employee Services > My Documents.
Select Document settings.
In the window Document settings fill in the fields below.
| Field | What it means and what to enter |
|---|---|
| Days before expiry to remind (for example 90,60,30,7,0) | Type the days before expiry to remind (for example 90,60,30,7,0). |
| How people are told (IN_APP, PUSH, EMAIL, SMS) | An email address. |
- Select Save document settings.
The window closes and the table shows the result.
If something does not work
- The button "Document settings" is missing. You do not have the permission, or the page is not in your menu. See Access above.
- A list in the window is empty. The records it picks from do not exist yet.
- The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.