If your Activ package includes Human Resources, the File Manager’s functionality is expanded to allow you to maintain individual Libraries for each of your employees. These Libraries are housed in two tabs:
- Employee Libraries
- Confidential Libraries
For convenience, both of these Libraries can be managed from an individual employee’s record within the Human Resources module (see The Employee Library – Store an Employee’s Documents Within their Personnel File and The Confidential Library – Store Sensitive Employee Files Securely).
Activ will automatically create a new blank Employee Library and Confidential Library for every employee that you add to your system, regardless of whether the employee has a login. These Libraries are entirely independent from each other, allowing you to customise their contents to each employee. In addition, Activ allows you to manage permissions for the Employee Library and Confidential Library separately, enabling you to provide access to one part of an employee’s Library without also providing it to the other. To enable even stricter control, Activ also allows you to specify whether each employee can access their own Employee Library. However, employees are only permitted to view their own Confidential Library if they have system permissions to the Confidential Libraries area as a whole.
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To view an Employee’s Library, open the File Manager module and click on the Employee Libraries or Confidential Libraries tab.
You will be presented with the employee selector and will need to select the appropriate employee to proceed. This occurs because the Employee and Confidential Libraries are managed as groups of Libraries rather than one combined file structure.
Click on the magnifying glass to the right of Employee field.
This will open a new window containing a register of the employees that are recorded in your system. Use the radio buttons to select the appropriate employee.
The tab will open the Library that is associated with your chosen employee, allowing you to manage their files and folders.
