Physical Location Setup Screen
The Physical Location Setup screen will allow you to identify the various physical locations available in your organization where employee documents can be placed. These locations can later be tagged to each employee so that the software can maintain details of where these documents are kept.
}})
- To start, select the filters on the top right corner of this section by clicking and selecting the country, state and city of the branch that this setup is being created for.
- Click on each of these fields and select from the options in the drop down menu, starting by identifying the branch and the building.
- In the next field, identify the floor number where a file can be placed. You can select an existing option from each drop-down or you can use the plus sign right next to add more options to this field.
- If the number of floor you need to select is missing, simply click on the plus sign and a smaller screen will open titled Add Floors. Here, enter the number of the floor that you want to add in the Floor field on top and click on the Add More option located right next to it.
- The ‘minus’ button can be used to remove any options as well. Once you add or subtract a number click on save and the screen will close taking you back to the floor field. If you click on this field, the drop down options will now show the floor number that you just added, select that number and that floor will be selected. You can do this for any field in this screen that has a plus sign located right next to it.
- Next field is the Box field you can add or subtract a box number following the same steps. To avoid mislabeling, make sure the box number you add and select is the same as the number on the actual box located on that floor.
- Move on to the next fields and repeat the same steps for the Cabinet, Drawer and Flap fields.
- Once you do this, click on save and a new entry for this setup will be shown in the Physical Location List section at the bottom of this screen.
}})
- These locations will now be available when you are uploading documents for your employees so that you can tag where the physical file for each uploaded document is placed.
}})
Video Tutorials
}})
Document MANAGEMENT SYSTEM - HR
This Video will allow you to identify the various physical locations available in your organization where employee documents can be placed.