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PeopleHR Ideas Portal
204 VOTE
Status Added to Product Backlog
Categories Admin
Created by Vasi Melescanu
Created on Jul 23, 2024

Remove the Folder Grouping of Documents

Grouping the documents in the folder view is one of the worst changes Access Group has done since taking over People HR. Now is so difficult to access quickly a document if needed as it was before in order of the date you uploaded the document.

Describe the Challenge As per the below attachment it makes no sense to group them in folder and very difficult to access documents
  • Attach files
  • Ann Moss
    Reply
    |
    Nov 28, 2024

    The new folder system is making it harder to find unsigned documents and there is also no way of sorting the folders alphabetically or by date document added. Please can this be added a feature or just have an option to turn off folders.

  • Claire Padbury
    Reply
    |
    Nov 8, 2024

    Great news that the option to switch off the 'folder view' is coming in January - it can't come soon enough but if we have to wait a couple more months then that is at least light at the end of the tunnel, thank you.


    Claire Padbury

  • Guest
    Reply
    |
    Nov 8, 2024

    Hello,

    Thank you for your email.

    This will be assigned to a member of the HR team, and they will respond to you as soon as possible.

    This will usually be within a few hours, during our service desk opening hours. Outside of these times or during Public Holidays, our responses may be longer.

    HR Service Desk Hours

    Monday to Friday : 9am - 5:30pm UK GMT

    Should you require any further support, please do not hesitate to contact us.

    Kind regards,

    Human Resources

    Ultimate Performance

    Email: HRSupport@upfitness.com

    [https://servicedesk.ultimateperformance.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ2YjhlYTBiLWIxNDYtNDA4Yi05ZDFlLWZmOTM3MTM2ZmQ5MSJ9._Z9uAatKW_A0f-DbF6XqmDVE5ZwDPVs76BR_iKx0eFA]

    SAVE PAPER - PLEASE THINK BEFORE YOU PRINT
    ________________________________
    UP Fitness Limited is a company registered in England and Wales with registered number 06279529 and registered office 8-10 Exchange Street, Acresfield, Manchester, M2 7HA.

    This email may contain confidential information. If you are not the intended recipient, please let us know before permanently deleting it. Do not use, copy, or disclose the information contained in this message or in any attachment. Although we have taken reasonable precautions to ensure no viruses are present in this email, we cannot accept responsibility for any loss or damage sustained as a result of any virus. For information about how we process data please see our Privacy Notice.

  • Admin
    Paul Humphrey
    Reply
    |
    Nov 8, 2024

    Hi All,

    We are targeting a release month of January for the option to switch between folder and list view.

    Thanks

    Paul

  • Graham Mackie
    Reply
    |
    Nov 4, 2024

    This is causing us a lot of wasted time looking in multiple folders for documents, when is this update due to be released ?

  • Joanne Parlett
    Reply
    |
    Oct 23, 2024

    When is this going to be changed back?

  • Guest
    Reply
    |
    Oct 8, 2024

    I agree with the new grouping of documents into folders being a challenge. I also cannot see now, which document(s) need signing within an employees documents tab.

  • Claire Padbury
    Reply
    |
    Sep 26, 2024

    Great news to hear we are to be given a choice re the folder set-up. Is there any indication of a timescale for a 'backlog' item? It doesn't sound as if this will be any time soon....

    Thanks

    Claire

  • Admin
    Paul Humphrey
    Reply
    |
    Sep 25, 2024

    Hi all, thanks for the feedback. We have added an item to our backlog to give users the option of whether to use the folder view or list view for documents.

    Thanks

    Paul

    2 replies
  • Joanne Crook
    Reply
    |
    Sep 24, 2024

    I like the grouping of the documents however I agree with the need for chronological order also. Also if an employee is a re-hire all their documents just go into the "pot" which in my opinion should be kept separate.


  • Guest
    Reply
    |
    Sep 17, 2024

    I actually appreciate the feature as it helps categorise documents, especially when you have multiple ones assigned to users. However, I would like to see an Archive folder so that you simply have the most recent one readily avaialble in the employee's folder

  • roz Campbell
    Reply
    |
    Sep 12, 2024

    Definitely not an improvement, we should have the option of sorting the list alphabetically or chronologically at the very least.


  • Craig Hirst
    Reply
    |
    Sep 11, 2024

    An option of categorised or chronological would be ideal. In the categorised list, sorting the list alphabetically rather than some apparently random ordering would good as well!

  • Guest
    Reply
    |
    Sep 6, 2024

    Totally agree. It would be good for something to be added next to a document folder when an email gets sent to an employee stating they have a document to review. This would make it easier for them to see what document has been added rather than having to go through all the document folders one by one

  • Guest
    Reply
    |
    Sep 6, 2024

    Hello,

    Thank you for your email.

    This will be assigned to a member of the HR team, and they will respond to you as soon as possible.

    This will usually be within a few hours, during our service desk opening hours. Outside of these times or during Public Holidays, our responses may be longer.

    HR Service Desk Hours

    Monday to Friday : 9am - 5:30pm UK GMT

    Should you require any further support, please do not hesitate to contact us.

    Kind regards,

    Human Resources

    Ultimate Performance

    Email: HRSupport@upfitness.com

    [https://servicedesk.ultimateperformance.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ2YjhlYTBiLWIxNDYtNDA4Yi05ZDFlLWZmOTM3MTM2ZmQ5MSJ9._Z9uAatKW_A0f-DbF6XqmDVE5ZwDPVs76BR_iKx0eFA]Head Office

    SAVE PAPER - PLEASE THINK BEFORE YOU PRINT
    ________________________________
    UP Fitness Limited is a company registered in England and Wales with registered number 06279529 and registered office 8-10 Exchange Street, Acresfield, Manchester, M2 7HA.

    This email may contain confidential information. If you are not the intended recipient, please let us know before permanently deleting it. Do not use, copy, or disclose the information contained in this message or in any attachment. Although we have taken reasonable precautions to ensure no viruses are present in this email, we cannot accept responsibility for any loss or damage sustained as a result of any virus. For information about how we process data please see our Privacy Notice.

  • Emma Eden
    Reply
    |
    Sep 6, 2024

    Personally I disagree, this system makes it easy for us to quickly locate a document rather than scrolling through a long list. I think it would be fair to say it depends how the individual organisation is using this section. So maybe instead of asking for them to remove the feature (which many voted to implement) maybe a simple addition of a 'View All' button would improve the feature, to work for all?

    2 replies
  • Lee Bowen
    Reply
    |
    Sep 4, 2024

    Agree 100% - could be an option but definitely preferred the old listing

  • Louise Sheen
    Reply
    |
    Sep 4, 2024

    Totally agree. We much preferred the chronological list. An option to switch this off would be better

  • Martina Kutsarova
    Reply
    |
    Sep 3, 2024

    The new Document folders are making my life difficult and have decreased the efficiency of the site. Please remove the folders, so that all documents are stored in one place, easily seen and identified.

  • Anna Kelly
    Reply
    |
    Aug 23, 2024

    This is not an improvement. It's incredibly difficult to find documents, see the latest documents and filter. This change is not 'People HR' friendly and is detrimental to HR professionals trying to carry out their work. It's a disaster; please revert back to old view.

  • Load older comments
  • +104
5 MERGED

New Document area

Merged
The new documents area makes it 100x worse to navigate and it has not made it easier to use in the slightest.
Guest 5 months ago in Employee 1 Added to Product Backlog
53 MERGED

New folder system is terrible

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I can't find anything quickly.
Guest 4 months ago in Admin 3 Added to Product Backlog
11 MERGED

Document viewing

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In the Documents section, it doesn't show which category has documents outstanding for signature, you need to go into each document category to find out: there is no way of seeing all of the documents there is no way to change the order of the doc...
Guest 3 months ago in Admin 0 Added to Product Backlog
1 MERGED

New Document Folder

Merged
The new document folder is a failure. It is now very difficult to locate documents also some folders have the same name, making it very tedious.
Stephanie Allanah 4 months ago in Admin 0 Added to Product Backlog
16 MERGED

Toggle view of Employee Documents

Merged
While in some instances the new view of subfolders for employees documents is useful, the other view also had its benefits in finding a particular document quickly.
Guest 5 months ago in Admin 5 Added to Product Backlog