How to Upload and Manage Leaver Documents in Atlas
When managing leaver documents in Citation (Atlas), it’s important to understand the process for uploading, handling additional documents, and where these documents are stored within the system. Below is a comprehensive guide to help you navigate this process effectively.
Uploading Leaver Documents
When setting someone up as a leaver, you can upload one document at a time. If you attempt to upload another document, it will replace the original. This limitation ensures that only the most relevant document is associated with the leaver setup process.
Handling Additional Documents
If you need to upload additional documents related to the leaver, you can do so by adding them to the employee’s Timeline. To ensure proper categorization, save these documents under the "General HR" category. Once uploaded, these documents can be accessed either in the "Company Documents > General HR" section or directly within the employee’s Timeline.
Storage Locations for Uploaded Documents
Once a leaver document is uploaded, it is automatically saved in two locations:
The employee’s Timeline, where all documents related to the individual are stored.
The "Documents" area under the "Starters and Leavers" folder, which organizes documents by their relevance to employee transitions.
Tips for Managing HR Documents Efficiently
Plan Document Uploads: Ensure you have the correct document ready before initiating the leaver setup process to avoid unnecessary replacements.
Use Categories Wisely: Categorize additional documents accurately to make retrieval easier.
Leverage Multiple Access Points: Remember that documents can be accessed both in the "Documents" area and the employee’s Timeline for convenience.
By following these steps and tips, you can efficiently manage leaver documents in Citation (Atlas), ensuring compliance and organization.