Human Resources - Documents

The Documents sub-menu includes two screens: Document Types and Documents. These enable the definition of various document types as well as maintaining data related to those documents.

Document Types

Pgm: HRDOCTYP – Document Types; standard Treeview path: Human Resources > Setup > Local Tables > Documents > Document Types

The Document Types screen can be used to define codes for generic document types.

Code

Enter the code for the document type.

Description, Short Description

Enter the full and short descriptions for the document code.

HR Documents

Pgm: HRDOCMNT – HR Documents; standard Treeview path: Human Resources > Setup > Local Tables > Documents > Documents

This screen is used to maintain a list of documents that may be needed for, or awarded to, employees and applicants.

Code

Enter the document code.

Frequency

Enter/select how frequently the document should be reissued. These codes can be set-up in the Frequency screen (standard Treeview path: Human Resources > Setup > Codes > Frequency).

Type

Enter/select the document type. These codes can be set-up in the Document Type screen.

Name, Short Name

Enter the full and short names for the document.

Renewable – Checkbox

Check this box if the document is renewable. Examples of renewable documents are licenses and memberships.

Renewal Cost

Enter the dollar cost of renewing the document.

Exam Required – Checkbox

Check this box if the process of renewing the document involves some form of exam.

[Program Access] – Button

Press this button to launch the Program Access pop-up screen to grant access in the Construct Family Information, Construct Profile Information, and Construct Payment Information screens. Document codes with program access will be available in the document type LOV for the selected screen(s).