Edit employee document metadata
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to update title, type, reference, dates and notes for the current v1.3.0 document version with a required reason.
Where to go Admin Area → Human Resources → Employee Record Centre → Select employee → Documents → Metadata
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.
Before you start
- Access to Admin Area → Human Resources → Employee Record Centre → Select employee → Documents → Metadata.
- The Human Resource Management: Edit capability or administrator access.
- The correct employee, record, period or authorised evidence.
Follow these steps
- Go to the document and click Metadata.
- Update document title, document type, reference, issue date, expiry date or notes.
- Enter the required metadata-change reason.
- Click Save Metadata.
- Verify the current document and current version show the new metadata.
What the module checks
- Issue and expiry dates must be valid.
- Expiry cannot be before issue date.
- The reason is mandatory.
- File bytes are unchanged; metadata is updated on the document and current version record.
What happens next
The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.
Troubleshooting
- If the control is missing, confirm the required HRM permission and module version 1.3.0.
- If saving fails, correct the exact field or state named in the validation message.
- If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
Browse connected topics: employee document versioning
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