Administrators can add and remove documents to employee plans. This ability allows for administrators to remove documents for employee’s reassigned to a new organization or supervisor, if grievances or litigations requires document removal, or the user is no longer available or has access to remove the document.
- Click Performance Plans.
The Performance Plans page will open, and no plans will appear. Select the Plan Type from the drop-down. Click Generate Plans.
Search for the appropriate user. Click the user from the Name column.
- The plan opens up.
Click Documents or navigate to Employee Documents.
Click Add Document.
- The Document Details page opens.
- Complete the Description field.
- Select Choose File. Your computer’s library will open.
- Locate and select the document to upload.
- Click Open. The name of the document will appear to the right of Choose File.
Select the document type from the Document Type dropdown and click Save Changes.
- Your action will be confirmed, and the document will display with the File Name, Type, Description, Updated By, Last Updated, and Action.
To remove the documents updated by another user or yourself, click Delete from under Actions.
Click OK to confirm deletion of the document. A confirmation message will appear.