Click the Attachment button in the top, right-hand corner of the screen to manage attachments for the currently selected user.
You can search for current attachments or add new ones from this screen.
To search for an existing attachment, enter the attachment's name and click Search Attachments. This will give you a list with all attachments related to this search.
To add a new attachment click Add Attachment.
Click Browse to find the document to be attached for this user. Once the document is located, click Open.
Once the attachment is chosen, the upload status bar will indicate the successful upload. Choose a Category from the drop-down, create a name in the Attachment Title field, and add any additional information in the Optional Comments field. Click Save to add all the attachments for this user.
Attachments Permissions
In the past to adjust which positions have permission to Attachments, customers had to open a support case and Avail had to make edits to the database. We have adjusted the UI and now users can manage this themselves instead of Avail needing to perform the changes in the database.
Personnel > Attachments
On the Attachments page, the Edit Permissions button was introduced and allows the user to edit permissions to view specific attachments.
Permissions are based on the attachments Categories, for example: Absence, Discipline, Education, Worker's Comp, etc.
This means that to change permissions for the Education information, for example, the user has to click on the Edit Permissions button and then select Education on the left. The list of checked checkboxes on the right will show all the positions that have a permission to View/Edit Permissions for the Education information. Customers can now check and uncheck these checkboxes depending on who they want to give these permissions to. Click Save when done making changes.
Example: HR Entry Level user who has the permission to view and Edit Permissions for the Education information but does not have the permission to view and Edit Permissions for the Discipline information - will see Education information in the list and will be able to add attachments or edit permissions because those buttons will show as active for them, but at the same time they will not be able to see or Edit Permissions for the Discipline information.