The HR documents plugin for Copilot allows you to query policy, process, or information documents that have been uploaded to PeopleXD in .pdf or .doc format. There are two categories of document you can upload for Copilot:
Policy Documents (documents used specifically in Social Onboarding).
General Documents (other general documents stored in PeopleXD).
For further guidance check the PeopleXD Evo User Guide or read some example questions.
📌Note: This article is only applicable to PeopleXD solutions that have upgraded to Evo.
General documents
To add general documents, follow the steps below:
Navigate to the Document Upload widget.
Click Upload and enter a title.
Select the relevant file from your device.
Click OK.
Policy documents
Policy Documents can be uploaded within the People Management Dashboard using Policy Groups. You can:
Have as many policy groups as required.
Upload one or multiple documents to a group.
Assign or restrict access to a policy group using criteria groups.
To create a policy group and upload documents, follow the steps below.
Go to the Data Centre widget on the People Management Dashboard.
Open HR Admin Setup Settings.
Search for and click Policy Documents.
Click Add.
Enter a Title and click OK.
Click Upload, select the relevant file(s) from your device.
Click OK then Save.
To make a policy group available in Copilot you need to assign a criteria group. This can be used to assign access to all employees or restrict access. Note: To make a policy group available to all employees in Copilot, create a criteria group with no rules and assign it to the relevant groups.
Navigate to the Policy Documents screen, expand the policy groups 3-dot menu and click Criteria Groups.
To create a criteria group, click Manage Criteria Groups.
Click Assign New Group.
From the drop-down list, select a Criteria Group.
Click OK.
Copilot Documents widget
You need to add the Copilot Documents widget to a dashboard to allow employees to view and download the General and Policy documents that have been uploaded to co-pilot. This will only display documents the employee has access to and only those in .pdf or .doc format. When an employee has access to this widget and uses the HR Documents Skill:
A link to the document(s) referenced in the response is provided in the read more section.
The link opens in new browser or Access Evo tab.
The link opens a filtered view of the Copilot Documents widget.