As a PeopleHR administrator, you can upload new documents from a directory on your computer to employees' records on PeopleHR using the external Document Loader tool.
Alternatively, you can upload documents in bulk with a CSV file in the Advanced Document Loader tool.
Permissions
You set permissions for documents when you create your API key and through folder naming conventions.
The two security flags that you can set in your API key with all document endpoints are EmployeeAccess and ManagerAccess. By default, the flags are true.
Folder name format: {Category} - {Permissions}.
The file name is the document name and its document date is the load date.
Give the log file written to the program folder in the directory named Reports read-write permissions.
With this tool, you pick up all the child folders and apply the permission rules as follows:
Folder name | Permission rules |
Benefits |
|
Benefits - Manager |
|
Benefits - Staff |
|
Benefits - Staff & Manager |
|
Custom |
|
Set up the Document Loader tool
To set up the Document Loader tool, follow the below steps:
Download the Document Loader tool.
Locate the file on your computer.
Right-click the file and select Run as Admin.
📌Note: You can run it in both silent and interactive modes.
To use an API key, run it interactively.
To run the program silently, use the following command from the command prompt: dataloader.exe -load c:\folderpath
Create an API key containing all document endpoints.
When running, click the settings icon then enter your API key.
Click Browse.
📌Note: You can now view a root folder containing folders for each employee.
Name the folders within the root folder following this format: Employee name - PeopleHR Employee ID. For example, Fred Bloggs - PW35.