Editing the Company Handbook
In order to maintain the Company Handbook, system administrators can go to System Tools > Utilities > Company > Handbook to control the menu, sub-menu, and document order, and upload and replace documents.
Create a menu or sub-menu item
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Select Create New or Create Sub Menu and complete the form:
| Type |
The name of the menu item. |
|---|---|
| Notes |
Enter any notes or comments. |
| Where Clause |
Controls which users are able to access the menu option. If blank, all users can view the menu item. Select the preview icon to check who is assigned to the Where Clause. |
| Employees | Allows current staff members that match the Where Clause to view the menu. |
| On-Boarding |
Sets the menu to only be seen by new or future staff that match the Where Clause. |
| Active | Allows an administrator to de-activate a menu item without deleting it. Defaults to On. |
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Select Save to create the menu item.
Modify a menu item
Select the modify menu icon to change a menu item.
Replace a document
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Select the Modify File icon next to the document you want to replace.
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Select Choose File then navigate to and upload the document.
Upload a document
Link a document to a menu item by selecting the icon in the right hand corner of the display.
A form with the following options is displayed:
| Name | The label to be displayed in the menu for the document. |
| Status | Shows user details and the date and time of the document upload or any replacements. You can't edit this field. |
| File | The file name of the document's. This is populated after upload. |
| Add File | Select Choose File then navigate to and upload the document. |
| Active | Allows you to de-activate a document without deleting it. |
Select Save to finish.