Process - HR Payroll Attachments

Use these instructions to attach forms and any other documents in the Human Resources and Payroll module. Also use the attachment form to add comments that relate to the form.

Prerequisites

  1. You must have one of the following responsibilities to attach documentation in the Human Resources and Payroll module:
  2. The employee record must exist.

To Attach Backup Documentation in the Human Resources and Payroll Module

When completing the Oracle forms referenced in this procedure, note that a white field indicates optional entry or one that is conditional based on the particular process.

  1. Navigate to the employee record to which you want to attach your document: People form or any form within the business applications in which the paper clip icon on the toolbar is available.
  2. Click the paper clip icon on the toolbar.
  3. Enter the following fields on the Attachments form:

Field Name

Required (R) or Optional (O)

Description

Main Tab

 

 

Category

R

The type of item to be attached to this record. Select from the List of Values. Click in the field and click on the drop down arrow. In the Find window enter % and then click the Find button. Select from List of Values (i.e. RF Personnel Forms, RF Employee Withholding Forms, Comments, Miscellaneous, etc.).

 

Description

O

A free form explanation of what is being attached.

Example: Appointment Form, W-4, etc.

Data Type

R

Select the type of information you are storing with this record from the List of Values:

File - attach a document

Long Text - write text

Short Text - write text

Web Page - link to a Web page

Note: Selecting Long Text from the List of Values enables more than 2000 characters of text to be stored.
  1. To attach a file:
    1. Select File in the Data Type field
  1. Note: A window will automatically appear to upload a file.
    1. Click Browse and locate the file you want to upload.
    2. Click OK.
  2. Note: A message will appear indicating that your file was uploaded successfully.
    1. Close window to return to Attachments form.
    2. Click Yes in the decision form that asks if your file was uploaded successfully.
    1. To add a note:
      1. Select Long Text or Short Text in the Data Type field.
      2. Click in the yellow box that appears on the bottom of the form and type in your note.
      3. Select File > Save.
    1. To add a Web page:
      1. Select Web Page in the Data Type field.
      2. Click the Source tab on the Attachments form.
      3. Type in the URL for the Web page.
      4. Select File > Save.
    2. Click Open Document to review the file or Web page you attached.
    3. Select File > Close Form.
  6. Note: A dash (—) in the table above indicates a field that is automatically populated by the system or that is not needed.