Workflow

Employee document versioning

Connected code-backed Human Resource Management v1.3.0 guides for employee document versioning.

9 connected guidesLive filterPermission-aware instructions
9 guides
Guide

Add an employee document from the Employee Record Centre

Add an employee document from the Employee Record CentreOpen the existing Secure Documents workflow from the v1.3.0 employee Documents tab.

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Guide

Replace an employee document and create a new version

Replace an employee document and create a new versionUpload a validated replacement while retaining the previous v1.3.0 document version.

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Edit employee document metadata

Edit employee document metadataUpdate title, type, reference, dates and notes for the current v1.3.0 document version with a required reason.

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Withdraw an employee document version

Withdraw an employee document versionMark the current v1.3.0 document/version withdrawn with a reason without deleting its file or history.

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Restore an employee document version

Restore an employee document versionRestore the latest v1.3.0 document version to active status after an authorised review.

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Download an employee document version

Download an employee document versionDownload the current or historical v1.3.0 document file through the permission-protected version endpoint.

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Review employee document version history

Review employee document version historyAudit every active, superseded and withdrawn version retained by HRM v1.3.0.

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Understand Employee Record Centre document validation

Understand Employee Record Centre document validationReview the code-backed v1.3.0 file, MIME, date and rollback controls used for replacement documents.

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Troubleshoot the Employee Record Centre

Troubleshoot the Employee Record CentreResolve missing employees, stale versions, validation errors, pending approvals, failed syncs and document-version problems in v1.3.0.

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