Managing Signed Forms and Documents

Abstract

You can view, print, upload/download forms and documents the hire signed and submitted as part of the new-hire packet.

1. Access a hire profile page, and select the Documents menu link.

2. On the Documents page, view each signed form/document. For each form/document, there is a Form/Document Title, Date, Completed By, and Related Tasks column heading.

3. To sort the forms/documents, select any column heading. A pointer displays by the column heading, indicating it is controlling the sort.

4. To view a form/document, either select its file name, or select the pointer by the file name and select View Document.

5. To print a form/document, select the pointer by the file name and select Print Document.

6. To download a form/document, select the pointer by the file name and select Download Document.

7. To upload a new form/document, select the Add Document button, and from the resulting menu, select Upload a New File.

8. To download a new hire packet, either select the New Hire Packet link, or select the pointer by it and from the resulting menu select Download Hire Packet (PDF).

9. To print a new hire packet, select the pointer by the New Hire Packet link and from the resulting menu select Print Hire Packet (PDF).

   Table 22. Documents Fields

   Field	Description
   Form/Document Title	Form/document file name.
   Date	Date the form/document was signed/submitted.
   Completed By	Form/document owner: Last Name, First Name.
   Related Task	Task related to a form/document. This information includes: Task Title, Owner, and Status.
   File Name Link	When selected, the file opens.
   File Name Pointer	When selected, a menu displays that contains: View Document, Print Document, and Download Document.
   New Hire Packet File Name Pointer	When selected, a menu displays that contains: Print Hire Packet (PDF), and Download Hire Packet (PDF).

   You can sort by selecting the Form/Document Title, Date, Completed By, or Related Task column headings. When selected, a pointer displays by the column heading, indicating it is controlling the sort.