Audience/Target Users
What You Need Before You Start
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Approved system security access to Softdocs etrieve based on your role.
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If you need help identifying the correct security group, submit a ticket to the Service Desk.
Design Overview
Document Type Prefix
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HRB: HR Benefits
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HRCC: HR Class and Comp
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HRE: HR Employment
Document View Saved Searches
Processing Method
Workflow Processing Saved Searches
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HR* To Be Filed Doc Type: Used to review HRE To Be Filed, HRCC To Be Filed, HRB To Be Filed, HRE Default, HRB Fax, HRB Backlog, and HRE Email document types to update employee information and document type. Changing the document type will move the document out of this view/queue.
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HR* To Be Filed Employee: Used to correct the employee information on any document filed with the “To Be Filed” employee selection (Employee ID = TBF). Updating the employee selection will move the document out of this view/queue.
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HR Benefits Clean Up: Used to correct the employee information on any HR Benefits document filed with the “To Be Filed” employee selection (Employee ID = TBF). Updating the employee selection will move the document out of this view/queue.
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HR Benefits Processing: Used to process HR Benefits document types that have a valid employee selected and are NOT HRB Fax, HRB To Be Filed, HRB Backup.
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By default, the HR Processing Status key field will be “New”.
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Changing the HR Processing Status key field to “Hold” will leave the document in this view/queue and identify the document as being held for further processing.
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Changing the HR Processing Status key field to “Delete Pending” will route the document to the HR Benefits Delete Pending view/queue.
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Changing the HR Processing Status to “Processed” will archive the document, removing it from this view/queue. These would be visible in “Documents” saved searches
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By default, the Status key field will be “New”.
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Changing the Status key field to “Hold” will leave the document in this view/queue and identify the document as being held for further processing.
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Changing the Status key field to “Delete Pending” will route the document to the AA Delete Pending view/queue.
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Changing the Status to “Processed” will archive the document, removing it from this view/queue. These would be visible in "Documents" saved searches.
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HR Benefits Delete Pending: The ability to delete documents out of the system is restricted based on security rights. This search shows any HR Benefits document that has the HR Processing Status set to “Delete Pending”. Users with access can delete these documents to remove them from the system and this view/queue.
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HR Employment Clean Up: Used to correct the employee information on any HR Employment document filed with the “To Be Filed” employee selection (Employee ID = TBF). Updating the employee selection will move the document out of this view/queue.
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HR Employment Processing: Used to process HR Employment document types that have a valid employee selected and are NOT HRE Default, HRE To Be Filed, HRE Email.
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By default, the HR Processing Status keyfield will be “New”.
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Changing the HR Processing Status keyfield to “Hold” will leave the document in this view/queue and identify the document as being held for further processing.
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Changing the HR Processing Status keyfield to “Delete Pending” will route the document to the HR Employment Delete Pending view/queue.
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Changing the HR Processing Status to “Processed” will archive the document, removing it from this view/queue. These would be visible in “Documents” saved searches.
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HR Employment Delete Pending: The ability to delete documents out of the system is restricted based on security rights. This search shows any HR Employment document that has the HR Processing Status set to “Delete Pending”. Users with access can delete these documents to remove them from the system and this view/queue.
HR Processing Status Key Field Values
Contact Information
If you need additional assistance or have questions regarding system access, submit a ticket to the Service Desk.