If you want to attach a file created in another application, you can use the Employee Attachments page. Examples of attachments include text documents, graphics programs, scanned resumés, photographs, signatures, charts, and faxes.
Employee Attachment Tasks
Object Linking and Embedding
Microsoft Windows supports OLE (Object Linking and Embedding), which enables Sage HRMS to attach a file or object to your employee.
When you attach an object, it is "carried along" with the employee, so you can see it whenever you select the employee. You can also delete the attachment at any time.
You can attach any file associated with an employee supporting OLE. You do not have to know which applications fit this description. Sage HRMS automatically identifies all OLE applications residing on your computer and lists them for you when you attach an object.
Working With Attachments
Open the Employee Attachments page. Select the employee to which you want to include the attachment. The Attachments list shows all files attached to the employee.
Adding Attachments
To create a new object or to select an existing file as an attachment, click Add from the Employee Attachments page. A blank Employee Attachments Detail page opens.
Type a title for the attachment and click Insert to open the Insert Object dialog box.
You can create a new file or access an OLE application from all the applications Sage HRMS detects on your computer.
To Attach a New Object File
If you want to create a new object, select the Create New radio button and highlight the appropriate application from the Object Type list.
Note: If you want to display an icon for the object instead of the object itself, select the Display As Icon check box.
Click to open the application you selected. Work inside the application just as you normally would. When you are ready to attach the object, select Exit from the application’s File menu. The system automatically updates the object and returns you to the Attachments page.
To Attach an Existing Object File
If you want to attach an existing object, select the Create from File radio button and enter the appropriate path and file name in the File field.
You can also click Browse to locate the file you want to attach. If you want to ensure that the attachment is current, select the Link check box. The system establishes a link to the object so that if the object changes, as a worksheet or letter might change, the system updates your attachment.
Displaying an Icon or an Object
Instead of displaying the object itself, you can select to display an icon instead.
When adding an attachment, select the Display As Icon check box on the Insert Object page. The system displays the default icon as determined by the type of object you are inserting.
You can also click the Change Icon button to select a different icon or to change the label associated with the icon.
Viewing or Editing Attachments
After you attach an object, you can access it to view it. From the Employee Attachments page, scroll through the list, clicking the attachment you want to edit. The Employee Attachments Detail page opens and displays the title and either the contents of the object or its related icon.
Note: The Copy button does not copy the object to the Windows clipboard.
Right-click either Edit or Open to open the attachment and its related application so you can edit it. When you finish making your changes, save your changes, and exit the application. The system automatically updates the object and returns you to the Employee Attachments Detail page.
Click to return to the Employee Attachments page.
Deleting Attachments
Deleting attachments is no different from deleting records from other types of pages.
From the Employee Attachments page, scroll through the list and highlight the attachment you want to delete. Click the Delete button. Sage HRMS asks you to confirm the deletion. Click to delete the selection, or click to cancel.