The HR Document Management feature allows managing documents for existing employees. It allows you to assign documents to employees, track progress, review and approve submissions, upload files on an employee's behalf, and see the complete document history for each employee.
How to access the feature:
1. Select HR > Documents
2. Upload (Use Upload for any Employee documents collected, such as a signed paper form or a file received by email.)
3. Assign documents ( Adds Documents from the Document templates that are collected inside the normal Onboarding process)
To Upload Documents:
- Select Upload
- Select the employee
- Select or drag the appropriate document(s)
- You will also have the option to map these documents to Templates of your choice ( optional )
- Upload
To Assign Documents:
Documents that are assigned need to be assigned from a document template.
Guidance on creating Document templates can be found here
- Select Assign Documents
- Select or Create a Document Template
- Select the Recipient(s)
- Tick box if the document(s) require Employer Review (Optional)
- Tick Box if a due date is required- if ticked an option to enter the date will appear (Optional)
- Assign Document
Documents will also be visible on the Employee Profile.
For more information on the HR Document Management Life cycle click here