You can create documents of record, such as work permits, visas, travel documents, and medical certificates, and store them in Oracle HRMS.

You can view, update, and delete stored documents as required.

As an HR Professional, you can search for existing documents using the Search Documents of Record function. Alternatively, you can create and maintain documents for your direct reports or for individuals whose records you can access using the Documents of Record window. The Documents of Record window is available from the People window, from the FastPath menu, and from the Search Documents of Record page.

   To search for documents of record:

1. Select Search Documents of Record from the Navigator.

2. Enter your search criteria.

   Note: You must enter either a document type, category, or subcategory.

3. Click Go to perform the search.

   From the search results, you can view, update, and delete documents of record.

   To create or maintain documents of record for an individual:

1. Either display the person record in the People window and select Documents of Record from the list of navigation options, or select Documents of Record from the FastPath menu and search for a person.

   See: Finding a Person Using the Find Person Window

   The Documents of Record window appears showing any existing documents for the individual. You can create new documents of record and view, maintain, and delete existing documents.

   For Romanian users: Ensure that you set up the identity documents. See: Additional Implementation Steps for Romania, Oracle Human Resources Management Systems Implementation Guide

2. To perform an action on an existing document, select the corresponding icon (Update or Delete).

   Note: To view the document in read-only format, click the link in the Type column.

   The Update Document of Record page or the Deletion warning page appears.

3. Alternatively, to create a new document, click Create Document of Record.

   The Create Document of Record page appears.

   See: Documents of Record

4. Complete the Create Document of Record page or update the document information, and click Apply.

5. Close the window.