Employee Records

Understand Filing Terms

Terminology

Icon

Term

Description

Document icon

Document

A piece of documentation with the ability to review, complete, submit, approve, or sign.

Sleeve icon

Sleeve

A place to hold a document, including the history of the document and who has accessed it.

A sleeve can hold one active document at a time.

Folder icon

Folder

A place to collect sleeves and loose documents. Users will see different folders based on the access they need.