How do I upload a related document to Self-Service?

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Within the Upload Documents tab of the employee's Related Documents window, you can upload the desired personal document to the Cintra iQ database. This option enables the employee to view it in Self-Service.
 

To upload a document to Self-Service

  1. Navigate to the employee's Related Documents window. 
    Go to Cintra iQ: Personnel Record> Forms> Related Documents
  2. Navigate to the Uploaded Documents tab. 
  3. Right-click: New. The Upload New Document form appears. 
  4. Select the Document Category
  5. Browse for the document. The Document Extension is automatically entered. 
  6. Ensure the Visible in Self-Service option is selected. 
  7. Change the Description, if necessary. 
  8. Click the OK button. The document is uploaded to the Cintra iQ database and can be viewed in the Uploaded Documents tab and in Self-Service.

  Note:

You can view the contents of a PDF document by selecting it in the Documents Uploaded for this Person pane and clicking the View Document button.

  Information:

Any other types of documents will still need to be saved to a local folder in order to view.

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