You will only be able to view and upload documents if the feature has been enabled for you by a Supervisor.
You can access the Documents feature from the drop-down Header pane by clicking TMS in the header, or by going into Employee Details and clicking Documents on the left-hand navigation pane. You may also be able to access your documents from the Menu and Shortcuts Widgets if they are displayed on your Dashboard.
Selecting Documents from the TMS menu or clicking the Documents icon opens the Documents page displaying a list of your documents. For example:
The list shows the following details for each document:
There are two actions available from the left-hand navigation pane:
If there are no documents to view, a 'Nothing to display' message is shown. For example:
You need to choose the type of document you wish to upload or add to TMS. The options are listed on the page with a brief description on the right. The description is also displayed when you hover your cursor over an option. The options are:
Click an option to open the relevant Add page. The Add pages are similar for all document types but differ slightly between the pages for uploading a file and adding a link. The following example is the page used for adding (uploading) an Image document type. For example:
The Name, Description, TMS Folder and Category fields are required for all document types:
When you have completed all fields, click Submit to add the document to the Documents list or Cancel to abandon the addition.
To upload a new document to TMS, first navigate to the Documents page then click Add document in the left-hand navigation pane and select either the Image, Rich Text File or Other document type. An Add page opens.
Enter or select values for the Name, Description, TMS Folder and Category fields.
The Add page also includes a Document location field. For example:
Click Browse... to open a file browser window on your PC and navigate to the file you wish to upload.
Note: the file format must match the Document type you selected earlier, i.e. Image, Rich Text File or Other.
The path of the file is displayed in the Document location field. For example:
Click Submit to add the document to the Documents list or Cancel to abandon the addition.
Enter or select values for the Name, Description, TMS Folder and Category fields.
The Add page also includes an additional field: a Path field if you are adding a Shortcut link to a document, as in the previous example, or a URL field if you are adding a link to a Web page.
Enter the full path to the document in the Path field. For example:
C:\Users\cjones\Documents\HR documents\Contract of Employment.docx
Click Submit to add the document to the Documents list or Cancel to abandon the addition.
Enter the URL for the web page in the Web site field. For example: http:\\www.mitrefinch.co.uk
Click Submit to add the document to the Documents list or Cancel to abandon the addition.
To view a document or a website linked to a folder in TMS, first navigate to the Documents page to see a list of stored items and documents in TMS that relate to you and you have permission to view. Click the Name or Description field for the document you wish to view. Depending on the Format of the document and your browser settings, the document will either open directly in the browser or there may be an additional step.