New Entrant: Have a new employee read documents

The creation of a new entrant and the consultation of new entrants is done via the menu "*Human Resources > History*".

The *History* screen contains:

• A "Declare a new entrant" button to add a new collaborator and have them read a bundle of documents from the DMS.

• The list of current new entrants (columns can be sorted, filtered, hidden). This list can be exported (in PDF, Excel, CSV, Text, etc. formats).

The last column (named "Documents") allows knowing the number of documents read by the new entrant compared to the number of documents to be read by the new entrant. This ratio is a clickable button that displays a popup like this:

This popup contains the following columns:

• The name of the document to read.

• The optional comment from the new collaborator (entered when they read the document).

• The sending date of the document to read.

• The reading date of the document by the new collaborator.

The request creator receives an email when the collaborator has read all their documents.

Declare a new entrant

To have a new collaborator read DMS documents, click on the "Declare a new entrant" button:

A popup appears:

The following information must be entered:

• The collaborator's name (mandatory): select the collaborator among Agilium users.

• The Bundle (mandatory): select the bundle of documents to make the collaborator read. The bundle documents are displayed below. You can delete or add documents.

• Roles: Select the role(s) to assign to the collaborator.

• Comment: enter a comment that will be visible to the collaborator on each document to read.

Finally, validate the form by clicking on the "Create" button

The collaborator receives an email for all documents to read, as well as a task to process for each document to read:

A reading confirmation task contains the following information:

• The internal code of the task.

• The creation date of the reading confirmation request.

• The comment entered by the creator.

• The file in preview (if it's a pdf).

• A checkbox for the collaborator to confirm their reading.

• An optional comment to be entered by the collaborator.

Finally, the collaborator confirms their reading by clicking on the "Validate" button.

Updated on: 13/03/2026