Change a document category

You can change the category of a document stored in an employee's document folder. This is useful if the document was uploaded to the wrong category.

Change a document category

1. Open the employee's Documents.
2. Locate the document you want to update.
3. Click the action menu (⋮) to the right of the document.
4. Select Edit.
5. Choose the correct document category.
6. Save your changes.

Note

Documents stored in the Manager document category cannot be moved to another document category.

If a document has been uploaded to the wrong category, you must:

• delete the document from Manager document, and
• upload it again to the correct document category.

Related articles

• Upload documents to an employee
• Document categories in Simployer Classic
• Delete documents from an employee
• Manage documents in Simployer Classic