Managing documents
In the Documents section of the Planner users with Compensation Manager and HRBP professional roles can view and manage all the documents that belong to their team.
The Document page displays all the available Communication rounds. To inspect a communication round, click on the row with the name of your chosen round. You are now redirected to this communication round page that displays a comprehensive list of documents associated with your team. You can preview, download and release these documents.
This is an attention message.
Always ensure the accuracy and relevance of each document before approving.
To find a document, use the bar above the table. Enter the name of the document in the search bar or filter the documents by clicking the Filters button. You may filter the document by entering the Recipients name, Document name or Communication manager name or by choosing Release status or Document status from the drop-down lists. You may also filter by the date when the document was generated by selecting the dates.
In the table, you can see the Document recipient, Document name, Document status, Generation date, Workflow step, Release Status, Actions.
Viewing the document
To view a document,. click on the icon. A document window appears. You can preview the document. To download the document in PDF format, click on the Download PDF button placed in the top right corner of the window. You can also release the document by clicking the Release button at the bottom right corner of the window. From this window you can also navigate trough documents by clicking on arrows at the bottom right of the window.
Downloading the document
To download the document before the release select the icon located at the far right of the row, and click on the Download document.
If the document was released, select the icon located at the far right of the row.
You may also download the document from the preview window by clicking on the Download PDF button placed in the top right corner of the window.
Releasing the document
To release a document click on the icon located at the far right of the row. A confirmation window will appear. Click Release button to confirm release or Cancel to stop the release.
Alternatively you can also release the document from the preview window by clicking on the Release button at the bottom right corner of the window.
To release more than one document, select the chosen files by clicking on the squares on the far left of the row. If you want to select all the documents, click on the square located at the header of the table. After selecting a document this way, click on the Release button that will appear on the far right side above the table.
Canceling the release
When the document is released you can cancel its release in three ways:
To unrelease a document click on the icon located at the far right of the row. A confirmation window will appear. Click Cancel release button to confirm release or Cancel to keep the release of the document.
Alternatively you can also cancel release the document from the preview window by clicking on the Cancel release button at the bottom right corner of the window.
To unrelease more than one document, select the chosen files by clicking on the squares on the far left of the row. If you want to select all the documents, click on the square located at the header of the table. After selecting a document this way, click on the Unrelease button that will appear on the far right side above the table.