Equus Software

When navigating to the Assignment Documents page, the columns displayed for any given Document section will always be:

Document
Type
Last Update By
Last Update Date

 
 
The Assignment Documents page

Assignment Documents - Overview

On the Assignment Documents Page, documents can either be downloaded one at a time or any selected number of documents that appear on the page can be downloaded at the…

Assignment Documents - How to download documents

On the Assignment Documents Page, documents can either be upload one at a time or multiple documents can be uploaded at the same time.
Start by clicking on the [Upload…

Assignment Documents - How to upload documents

The Assignment Documents screen supports the deleting of one or multiple documents.  Documents that can be deleted from this page will have the   icon appear at the end of the document…

Assignment Documents - How to delete documents

On the Assignments Documents screen, searching for documents displayed on the page can be done instantly by using the search field at the top of the page.
When searching for documents,…

Assignment Documents - How to search for documents

On the Assignments Document page, any column can be sorted simply by clicking the column name for that Document Category section.  In order to apply the column sorting preference, to…

Assignment Documents - How to sort columns

On the Assignments Document page, any displayed column can have its width adjusted by selecting and dragging the column divider in the head.  For the column divider  to appear, place…

Assignment Documents - How to adjust the displayed column width

From the Assignment Documents screen, existing documents can be copied and created if the user has the appropriate "Copy" rights which consists of a combination of rights in the Screen Rights…

Assignment Documents - How to copy existing documents

Labels can be added to Assignment Documents for easier categorization and reporting.  Labels can be added and edited during file upload or using the edit function.  
When adding a label to a…

Assignment Documents - How to add/remove document label

When navigating to the Assignment Documents screen, the data columns displayed for any given Document section will always be:

Document
Type
Last Update By
Last Update Date

The data columns shown on

Assignment Documents - How to show / hide data columns

Viewing all documents in a single list by hiding Document Category sections allows for:

downloading of all documents
editing of all documents
column sorting to all documents

 
Click on…

Assignment Documents - How to display / hide all document category sections

On the Assignment Documents screen, select the document(s) to edit using the checkboxes beside each document.  Tick the checkbox to include as part of the number of documents to edit…

Assignment Documents - How to edit document details

A user role must have both View and Edit rights to the Documents - Visible on Employee Experience Override screen section to control the visibility of a document on the…

Assignment Documents - How to control the visibility of a document on the Mobile Employee Experience

The "Employee Visible" column indicates if the Employee can see the document on the Employee Experience. This value is calculated whenever the Documents page loads and is not stored in…

Assignment Documents - How to know if a document is visible in the Mobile Employee Experience

A "Information Panel" exists for all documents on the Assignment Documents screen which provides more details about a document at a glance.  For example, the timestamp of the Last Update…

Assignment Documents - How to view all document details using the information panel

The "replace" document feature is available for documents only in the Uncategorized Documents section on the Assignment Documents screen. This replaces the contents of a file while retaining almost al

Assignment Documents - How to replace a document

A user role must have the necessary rights to the &lt;Documented - Visible on Payroll Portal Rights&gt; screen section to control the visibility of a document. 
 
If the user role…

Assignment Documents - Controlling the visibility of documents on the External Payroll Portal

Assignment Documents

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