Use this information to configure the HR Employee File Management solution (HREFM).

Prerequisites

Make sure the HR Tier-2 solution is installed before implementing the configuration steps below.

Configuration

1. Once Alfresco Content Services starts successfully, run the following curl command to create a Records Management (RM) site:

   Code copied to clipboard.
    curl -X POST "http://localhost:8080/alfresco/api/-default-/public/gs/versions/1/gs-sites?skipAddToFavorites=false" -H  "accept: application/json" -H  "authorization: Basic YWRtaW46YWRtaW4=" -H  "Content-Type: application/json" -d "{  \"title\": \"HREFM Records Management\",  \"description\": \"HREFM Records Management Description\",  \"compliance\": \"STANDARD\"}"
   

2. Navigate to the HREFM Records Management site from the Sites tab in Alfresco Share:

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3. Navigate to the File Plan from the site dashboard:

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4. Click on the Import action in the File Plan folder, and select the file HREFM_FilePlan.acp to start the import:

   • You’ll find HREFM_FilePlan.acp in the Alfresco Artifacts folder of the alfresco-content-accelerator-sehr-rm-accelerator distribution zip.

   

5. Upload the following scripts to the path Repository > Data Dictionary > Records Management > Records Management Scripts:

   • HREFM-RM_CutOff_Record.js
   • HREFM-RM_Move_Record_to_Employee_Folder.js

   You’ll find the JavaScript (.js) files in the Alfresco Artifacts folder of the alfresco-content-accelerator-sehr-rm-accelerator distribution zip.

6. Navigate to Unfiled Records folder in File Plan section of RM Site. Select the Manage Rules action:

   

7. Click the Create Rules link, and create a rule:

   

8. Navigate to Holds under File Plan, create a New Hold (as shown) and save it:

   

9. Set the Read and File permission to site_hr_SiteManager and site_hr_SiteCollaborator Groups on Above created HREFM Hold.

10. Provide the HR Manager group the correct permissions to create Legal Holds:

    1. Navigate to RM Admin Tools from the top-right of the RM site.
    2. Click Define Roles in the Tools section, and then click on the New Role button to the left of page.
    3. Create a role with name HREFM Hold Access with the following capabilities:
    • Add to Hold
    • Remove from Hold

    

11. Navigate to the Users and Groups section of the Tools section.

12. Select the HREFM Hold Access role, and then add the site_hr_SiteManager and site_hr_SiteCollaborator to the Groups section: