Correcting employee documents in the staging table

task australia Updated Sep 10, 2026 2 min read edm-doc-staging.md
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Use the Employee Document Staging form to correct staging records before importing to HR Service Delivery. Staging records are created after you have mapped your source employee documents and the Start staging job has run.

Before you begin

Role required: sn_hr_ef.admin, sn_hr_ef.document_import

Procedure

  1. Navigate to All > HR Administration > Bulk Import > Document Staging.

    Or, from the Employee Document Import Configuration form, select the Start staging job related link.

    After the Employee Document Staging job runs successfully, you can review and correct any errors.

  2. Select an employee name.

  3. Select the Validate button.

    The Verify Fields pop-up appears.

  4. Edit incorrect information.

  5. Select Complete.

  6. Select Ready for Import.

    You can also correct fields from the Employee Document Staging form.

Fields

Description

Employee

Employee associated with the staged employee document.

Document Type

The document type you want associated with the employee document.Document types categorize your employee documents and determine access and retention.

See Define policies for a document type.

File name

File name of the employee document.

State

The state of the employee document.- Ready: Document is ready to be captured and moved to Employee Document Management.

  • Draft: Document ignored when the Capture job is run and not moved to Employee Document Management.
7. Select the **Attachment Content** tab.

Field

Description

Content source

The type of source document repository your employee documents are being pulled from.- URL: The source employee document repository is cloud-based.

  • Local: The source employee document repository is local.

Content

The path in the source repository that the staged document resides.

8. Select the Additional Information tab.

Fields

Description

Job

The name of the Employee Document Staging job. The job takes the document bulk import configuration name.

Configuration

The name of that identifies your employee document bulk import configuration. See Configure employee document bulk import.

Description

Currently not used.

Domain

Automatically populated via domain separation and identifies the specific domain you are configuring employee documentation bulk uploads for.For more information on domain separation, see Domain Separation and HR Service Delivery.

9. Select **Validate** to confirm that the employee and document type are correct.
You can change this information from the pop-up.
  1. After making changes, select Update.

    The Employee Document Import Configuration form returns. You can continue reviewing and correcting Employee Document Staging records.

  2. After reviewing and determining the staging records look correct, select the Start capture job related link to start the import process.

Parent Topic:Employee Document Management bulk imports

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