How to update documents in Onboarding panels

How to update documents in Onboarding panels

Use these steps to update PDF policies in Onboarding module panels.  (Existing policy has been updated and we need to replace this for new employee's to ensure they read and download the most recent document).

Only Onboarding Administrator will have the permissions to complete the below steps: (Ventia Careers user has this permission)

  1. Access Onboarding Module


  1. Select "Settings" from Onboarding Dashboard menu



  2. Select "PDF Forms" from the headings



  3. On the left list find the folder "TransfieldSer" and expand this folder



  4. Locate and select the policy / document that requires updating:



    After clicking on the document, scroll the bar up to the top


    View the pdf to verify that's the document you wish to update:



    close the window after validating



    :
  5. To update the file, click on "Choose File" and select the new pdf file from your local drive (you will need to have already saved this somewhere)


  1. Select "Update" when you have chosen the new file, you can also preview the new file to ensure it's the relevant version



  2. View PDF to validate updated version has been added



End of process




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