HR gets its own workspace
What moves
When both modules are in the plan, Documents creates an HR documents workspace that is listed to people who can read employee records. Nothing moves into it by itself.
Before you start
- Documents and HR Management in your plan
Step by step
- SystemDocument Management
Creates the HR documents workspace when the licence is issued.
You see:The workspace appears and is tied to the permission to read employee records.
- HR specialistDocument Management
Uploads an employee file into the workspace.
You see:The file is stored, fingerprinted and versioned.
- HR managerDocument Management
Opens the workspace.
You see:It is listed because the HR manager holds the employee read permission.
- ManagerDocument Management
Looks for the workspace.
You see:It is not in their list. Files inside can still turn up in search for anyone with company-wide document read, unless an administrator marks the workspace Restricted.