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Categories Employee
Created by Guest
Created on Jul 26, 2024

Can’t move a document into a different folder by changing the category of this document, because this is a signed document. For example, to move the folder named ‘Employee Contract’ to the folder named ‘Employee’, there are only three options: ‘Delete’, ‘View Signature’, or ‘Download’. However, if I download the contract, the employee’s signature will be lost. We have a long list of documents that need to be categorized into six folders, so I need to move these folders and delete some.

Can’t move a document into a different folder by changing the category of this document, because this is a signed document. For example, to move the folder named ‘Employee Contract’ to the folder named ‘Employee’, there are only three options: ‘Delete’, ‘View Signature’, or ‘Download’. However, if I download the contract, the employee’s signature will be lost. We have a long list of documents that need to be categorized into six folders, so I need to move these folders and delete some.

Describe the Challenge Can’t move a document into a different folder by changing the category of this document, because this is a signed document. For example, to move the folder named ‘Employee Contract’ to the folder named ‘Employee’, there are only three options: ‘Delete’, ‘View Signature’, or ‘Download’. However, if I download the contract, the employee’s signature will be lost. We have a long list of documents that need to be categorized into six folders, so I need to move these folders and delete some.
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  • Gail Collett
    Reply
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    Mar 3, 2025

    Reading the comments, I echo all the frustration. I would imagine like any other business, our PHR has evolved and the current team are keen to structure things differently. The categorisation of document has been a free for all in the past with our HR team in 10 different offices doing things in different ways. We now need to have a mass tidy up. The inability to move signed documents is problematic. I was advised that the only way to move these items is to delete them and upload them again. For over 600 staff this is not feasible.

    I agree with Sarah King who requested that we are able to do this as a bulk action

    Also we would like to be able control where logbook items are categorised.

    eg. Driving licenses - we would like these to be in a folder called 07 Compliance

    Sick notes need to be in a folder called 04 Attendance

    and so on.

  • Guest
    Reply
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    Jan 23, 2025

    I have the same issue and it's driving me mad! I am trying to streamline our folders and get consistency across the company and can't because the system won't allow it.

  • Sarah King
    Reply
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    Oct 21, 2024

    Yes, option to move documents into different folders would be useful - especially if we can do it as a bulk action. HR teams all over may want to tidy up their document categories so this would be useful.

  • Guest
    Reply
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    Jul 30, 2024

    Same and added another comment. Annoying.

  • Clare Osborne
    Reply
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    Jul 26, 2024

    I am experiencing the same problem!

1 MERGED

Ability to move signed documents to a different folder

Merged
I would like to be able to re-organise our folders as they are not helpful in their current state. To do that I would need to moved signed documents from their existing folder to a different folder. Is the ability to do this something that PHR wou...
Guest 2 months ago in Admin 0 Open for Voting
9 MERGED

Amend Document Categories

Merged
If the documents continue to show as grouped then there needs to be a better way to amend the category if added incorrectly, rather than delete the whole document and then put it back in. If this functionality can't be added then I don't support t...
Guest 8 months ago in Admin 0 Open for Voting