HR Manager Employee Correspondence History

Your HR Manager employee records include a Correspondence panel that keeps a copy of all mail merge documents you have generated for the employee, as well as documents you drag or scan into the record.

Click to OpenOpen an Employee Record

With your HR Manager open, select the employee you want to work with at the left of the window. The photo of the employee appears at the top. If not all your records appear in the list, you can enable the Show Inactive option at the bottom of the window to see them.

Hidden RecordsClosed - Employee accounts that are flagged with "Hide from Timeclock Tracker / HR Manager" in your Operator editor will not appear in the HR Manager employee list.

Click to OpenView the Correspondence History

Enable the Correspondence option from the Panels section of the HR Manager employee record to include that portion of the record on your screen.

Viewing Security AccessClosed - All operators with at least "read only"HR Manager security access can view this area of the employee record.

About the Employee Record WindowClosed - See "HR Manager Employee Records" for details about expanding, rearranging, and working with the panels of your employee records.

Click to OpenUse the Correspondence History

Filter Items to DisplayClosed - Click the Filter icon at the left of the frame to select the categories of items to display. When you are finished, move your cursor off the filter selection box to close it. Edge Cloud remembers filter settings by user and page: So, no matter what workstation you use, or which notepad you are working with, your favorite filters go along with you. See "History Categories Editor" for details about setting up your categories.

Inactive / Active ToggleClosed - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

View a Document / VideoClosed - Click the file name to open a document or run a video. You must have an appropriate viewing / editing tool, such as Adobe Acrobat, installed to be able to open files.

Drag Document / Image / VideoClosed - You can drag and drop almost any type of digital file into a correspondence history for archive and reference purposes. Files you may want to drag and drop include .PNG graphic files, .PDF  document files, .MP3 sound files, and .MP4 video files. See "Drag & Drop Documents" for details.

Scan DocumentClosed - Use the Scan tool to send a digital copy of any document from your scanning device to a correspondence history.See "Scan Documents" for details.