HOW DO I ADD/MANAGE THE COMPANY FLYERS?

Create/Manage Flyers

Flyers are read-only documents, or documents that are for informational purposes as opposed to requiring an electronic acknowledgement for having reviewed them. Flyers can include documents such as: policy/procedures, safety handbook, benefit details, OSHA poster, E-Verify information, etc.

Create a New Flyer

To create a new flyer within the system, follow these steps:

Step 1: Access the Administrator Dashboard

  • Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Navigate to Manage Flyers

  • From your Administrator dashboard, locate the Settings menu at the top of the page and click on it. In the dropdown list, select Manage Flyers.

Step 3: Create a New Flyer

  • On the Manage Flyers page, click on the “Create a New Flyer” button.

Step 4: Upload a Flyer

  • On the Create a Flyer page, enter the Flyer Name and Description. Select ‘This flyer is active’, click the “Choose File” button to upload the document, then select whether it will be viewable to Employees and/or Staff/Admin. Click the “Submit” button to continue.

Step 5: Division Assignment

  • On the Edit a Flyer page, select the divisions to which this flyer should be made available. Click the “Submit” button to save the selection.

Step 6: Review the New Flyer

  • The flyer will now be listed on the Manage Flyers page. Review the Flyer (name), Status, View Flyer, Employees View, Staff/Admin View, and Assign to Divisions for accuracy.

Manage a Flyer

To make changes to an existing flyer, follow these steps:

Step 1: Manage Existing Flyers

  • On the Manage Flyers page, review the information that is displayed. To make changes to the Flyer Name, Description, Active status, or Viewable by, select the ‘Edit’ option on the row of the applicable flyer. Once the changes have been made, click the “Submit” button to save.

Step 2: Replace a Flyer

  • If the document list for an individual flyer needs to be replaced, change the existing flyer by clicking the ‘Edit’ option and removing the check from the box next to ‘This flyer is active’. Click the “Submit” button to save.

  • Create a new flyer with the updated document.