Setup and Workflow for HR to PR Attachments
- This Add-On is managed through 2 Portal Settings under User Defined. The "Fiddletree HR to PR Mapping" setting allows you to select which Attachment Type IDs should be either copied or moved from HR to PR. The "Fiddletree HR to State Deduction Mapping" setting allows you to map a deduction code to an attachment type so onboarding attachments will move to the associated employee deduction line in the Filing Status tab.
- Set the Attachment Type ID's you would like to move from HR to PR in Portal Settings.
- When the scheduled job is run, all Attachments with an attachment type that was set up in Portal Settings will move (or copy depending on the Portal Settings used) from HR into PR.
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