Creating and Managing Personnel File Clearance / Documents Types

1. Click on Users & Groups

2. Click on Application Admins, Staff, or Teachers

Personnel File Clearance Types can be managed from any of these user pages. In this example, we'll be looking at Staff.

3. Click on Settings

4. Click on Personnel File Clearance/Document Types

5\. Click on New

6. Enter a name for your Clearance/Document Type

7. Click on Add Personnel File Clearance Type

8. Once you're done adding Clearance/Document Types, click the X to close the modal

9. Click on Settings

10. Click on User Level Configuration

11. Click the action button for the user type you'd like a clearance to apply to

We're working with Staff in this example, but personnel files apply to Admin, Staff, and Teacher users.

12. Click on Edit

13. Click on the Clearances/Documents Selector

14. Click on your desired Clearances. You can select multiple!

15. Click on Save Changes

16. Once you're done assigning clearances, click the X to close the modal

17. Click on the Status flag under the Personnel File column for a user

18. Success! You've added new clearance types to a user!

Click the here to see how Clearances are uploaded!

Updated on: 01/12/2023