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Portal: Manager unable to upload document when adding absence

This guide explains how to resolve the issue where a manager is unable to upload a document when adding an absence via the Core Portal.

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Written by James Pardy
Updated over 5 months ago

Why this happens

This issue typically occurs due to one of the following reasons:

Cause

Description

Menu access not assigned

The manager’s menu profile does not include document upload permissions.

Document type not set up correctly

The required document type is missing or not enabled for manager use.

Pay Code does not support document upload

The Pay Code linked to the absence is not configured to accept document uploads.


How to resolve the issue

Check the manager’s menu profile

Ensure the manager has the correct menu profile and menu option enabled.

  1. Check the manager is assigned the COREPORTAL_MANAGER menu profile.

  2. Within that profile, ensure the following menu option is enabled:
    Coreportal – Manager Document Upload


Set up the Document Type correctly

In Back Office:

  1. Go to Core Personnel.

  2. Select Reference D-J.

  3. Click Document Types.

  4. Check if the required document type exists (e.g., Absence Supporting Documents).

    • If not, create it.

  5. Click Options.

  6. Enable the following options:

    • MSS (Manager Self-Service)

    • ESS (Employee Self-Service) (if employees also need access)

  7. In front of MSS and/or ESS, check the Add box to allow document uploads.

  8. Click Save.

In Core Portal:

  1. Go to People Management.

  2. Select Data Centre.

  3. Click Reference Data, then Document Type.

  4. Click Options.

  5. Enable the following:

    • MSS (Manager)

    • ESS (Employee) (if required)

  6. Check the Add box next to MSS and/or ESS.

  7. Click Save.


Configure the Pay Code to support document uploads

In Back Office:

  1. Go to CoreTime.

  2. Select System Params, then Pay Codes.

  3. Query the relevant Pay Code.

  4. From the dropdown list, select Documents.

  5. Select the correct Document Type.

  6. To make document upload mandatory, enable Supporting Documentation Required.

  7. Click Save.

In Core Portal:

  1. Go to WFM Admin Dashboard.

  2. Select WFM Configuration, then Pay Codes.

  3. Query the relevant Pay Code.

  4. Click the ellipsis (...), then select View/Edit Pay Code.

  5. Go to the Leave Request Documents section.

  6. Select the Document Type from the dropdown list.

  7. To make document upload mandatory, enable Supporting Documentation Required.

  8. Click Save.

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