The document archive in PlainStaff provides a digital personnel and project file for every employee and project. These files can be organized with the help of document types. By default, PlainStaff already includes several document types. Custom document types can easily be added. The following options are available:
- Document type: Name of the document type
- Type: Defines for which PlainStaff objects the document type is available. If none of the objects are checked, the document type is not available for new documents.
- Permissions: The permissions for the document type. Here, the following permissions can be assigned per role:
- Read: The documents are displayed, but the document type cannot be used for uploaded documents.
- Read and add: The documents are displayed and new documents can be added with this document type, but existing documents cannot be modified or deleted.
- Read, add, and modify: Everything can be done with these documents except deleting them.
- Read, add, modify, and delete: Full access to these documents.
The following functions are available in PlainStaff to access the document archive:
Employee Dossier
Displays all documents assigned to employees:
- Documents that managers or the HR department have filed in the personnel file.
- Documents that employees have attached to working time or project bookings.
Project File
Displays all documents assigned to the project:
- Documents that managers, project managers, or accounting have filed in the project file.
- Documents that employees have attached to project bookings for this project.
My Documents
Displays all documents assigned to me as an employee:
- Documents that managers or the HR department have filed in my personnel file.
- Documents that I have attached to working time or project bookings.
All Documents
Displays all documents in the system. Only administrators have access to this section.