Within Cezanne HR a number of the People screens enable attachments to be uploaded against different records. For example, you may want to attach a copy of a passport to one of an employee's Legal Identifier records.
Note:
- Attachments can be any file type but cannot be bigger than 50MB.
This article shows how to use attachments within the system and covers the following topics:
2. Uploading an Attachment
Navigate to People in the sidebar
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Search for or Select the employee you want to attach a file to.
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Locate a screen from the above list.
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Select the relevant record and click the Attach Files button.
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Select Upload File. (You can also use Create & Merge to attach a document. For more information, see: Create & Merge a New Document)
- If you would like to upload multiple files, click the Choose File button.
- When you have located all of the files that you want to upload as attachments, click Upload.
- To view the file that you have uploaded, click the Title. You can also rename and delete the file.
- When you exit the Upload pop-up, the Attach Files button will be renamed Attachments and have a number count in the corner.
- Click Choose File.
- Find and select the file.
3. View all Attachments for a Person by Category
- Navigate to: People >> Search for a Person >> Additional Information >> Documents.
- Select the Attachments drop-down and choose which Category to view all documents for.
4. Attachment Permissions
- Attachment Permissions can be set up for different security roles. To select permissions, navigate to: Administration >> Security & Setup >> Security Settings >> Document Categories >> Attachment Categories Tab.
- Choose a category and use the check boxes to configure the level of permission that each security role will have.
Default Permissions
- Default permissions for Sickness:
- Default permissions for Adoption, Maternity, Parental, Paternity, Company Car Details:
- Default permissions for all HAV Assessments, Holiday, Other Absences, Overtime:
- Default permissions for all other categories:
