Cintra iQ Self-Service allows you to provide your employees with online access to your company's policy documentation.
Managing the policies is separated into two areas: Cintra iQ and Cintra Self-Service. You can set up the policy document's details in Cintra iQ and administer the policies in Self-Service. For more information, see the Policy Document check list.
Each time a new company policy document must be issued to your employees, the Documents in Self-Service module allows you to set up the policy's details to appear in the Self-Service interface along with the policy.
About the Document List window
Within the Document List window, you can perform the following:
- Create a list of Documents.
- Edit the details of a Document.
- Delete a document from the Document List.
Go to Cintra iQ: Tools> Documents in Self-Service> Document List
About the Document Setup window
| Name | Description |
|---|---|
|
Title
|
The name of the policy. This title appears in the Self-Service Documents page.
|
|
Category
|
A folder that contains documents with shared characteristics.
|
|
Version
|
The version number of the policy. e.g. 111.01. Note: The version number can be presented as a xxx.xx format or less.
|
|
Acceptance Required
|
Check this to enable the Accept button on the document in Self-Service.
|
|
Rejection Allowed
|
Check this to enable the Reject button on the document in Self-Service.
|
|
Visible in Self-Service from
|
The date on which the policy document goes live. This field can be set in advance. Note: To keep the start date open ended, leave this field blank.
|
|
to Date
|
The date on which the policy document expires. Once the policy expires, it cannot be viewed in Self-Service. Note: To keep the expiration date open ended, leave this field blank.
|
|
Document
|
Use the browse button to locate the document you wish to upload into the Cintra iQ database.
|
|
Filename
|
The name of the file. eg Internet policy
|
|
Document Extension
|
The Filename's extension.
|
|
Description
|
The purpose of the policy. Note: The description is not visible in Self-Service.
|
Important:
Once the document details are entered into the Cintra iQ Documents in the Self-Service module, you should send the electronic copies of the policies to your IT department who will upload them to the Self-Service web server in the following location:\Resources\Documents\. This folder is created automatically upon installation.
About the Document Visibility window
You can assign one or more documents to a Self-Service role so that different employees can read different documents. e.g. Payroll users of Self-Service would need different policies to HR administrators. When the employee who has the role opens Policy Documents in Self-Service, they are able to read the document(s) when necessary.
Within this window you can perform the following:
- Select an Employment State.
- Select a Self-Service Role.
- Assign documents to the Self-Service Role.
Go to Cintra iQ: Tools> Documents in Self-Service> Document Visibility
| Name | Description |
|---|---|
| Employment Status: |
This drop down displays the state of employment to which the document is related: Employed, Grace Period, Post Employment, and Pre-Employment. |
| Service Role: |
This drop-down displays the list of Roles created in Self-Service> Edit Roles . |
| Self-Service Documents pane: | This pane contains a list of the available documents. |
|
Documents Visible to Self-Service Role:
|
This pane contains the documents you wish to assign to a Role. They will be viewed in Self-Service> Policy Documents. |
More Information
How do I set up the policy's details?
- Navigate to the Document List window.
Go to Cintra iQ: Tools> Documents in Self-Service> Document List - Click the New button. The Document Setup window appears.
- Enter the document’s title.
- Select the category to which the document belongs.
- Enter a Version number.
- Check the Acceptance Required check box, if necessary.
- Check the Rejection Allowed check box, if necessary.
- Enter a Visible from date.
- Enter a Visible to date, if necessary.
- Browse for the desired Document.
- Enter a Filename.
- Enter a Description.
- Click the OK button. The document record is created. Note: You can view the contents of the file by clicking the View File button.
How do I assign document's to self-service?
- Navigate to the Document Visibility window.
Go to Cintra iQ: Tools> Documents in Self-Service> Document Visibility - Select the desired Employment Status.
- Select the desired Self-Service Role. The associated documents appear in the Self-Service Documents pane.
- Add the desired document to the Documents Visible to Self-Service Role pane.
- Click the OK button. The documents are now visible to those Self-Service users who have the selected role.
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