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Hi, 

I hope someone can help me with this question. 

An employee need to create him/herself a document in a respective document section. As far as I can see the employee is then also able to later delete this document him/herself. Is there a way to create document sections or templates that it is possible for everyone to create a document, but not delete it? 

Thank you for your support

Carina

Dear @Carina,

Thank you for sharing this question in the community! I am happy to support you with your inquiry.

In order to be able to create documents from the templates saved in your settings, employees need edit rights for the corresponding document category. This has the disadvantage, as you have already stated, that they are able to delete documents saved in that category within the profiles. 

In this case, I have two ideas which could help to solve the situation:

  1. Giving your employees proposal rights for the category, so they can download the document, fill it in in their computer, and upload the document again. With proposal rights, your employees will not be able to delete the document. 
  2. Creating an extra document category in which your employees should upload the created document. This way, you would have two document categories. For one, your employees can have edit rights to use the templates and for the other only proposal rights in which they can upload the created document. The extra step here would be to download the created document and upload it in the corresponding category. 

I can imagine that these might not be such ideal solutions, this is why I would like to encourage you to post a suggestion of improvement in our ideation area. This way, other users will be able to vote for it, and the suggestion will be shared with our product team. 

In order for us to fully understand your idea, I share with you a couple of questions that your description should clarify when posting in the ideation area: 

  • What would you like to achieve with Personio?  What issue do you need to solve?

  • Why? What would be the added value for you? 

  • How are you solving it right now? 

The more details, the better! However, remember not to share any personal or business data with the public. If we ever need more data from you, we will contact you by mail or by direct message in the community platform. 

Thank you in advance for sharing your ideas with us 🙌🏽. Please don’t hesitate to ask me any further question you might have about this topic. 

Best,

Andrea


Dear @Carina,

I hope my answer above was helpful for you! If this was the case, please mark my post as Best Answer. If there is any other detail you need from me, please let me know. I will be happy to support sou further 😊.

I wish you a lovely day 🌸.

Best,

Andrea


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