Here is a more detailed look into HR Document Management: 

Switch Between Tabs to navigate to sections:  
All, Action Required, Expired, Expiring Soon, and Assigned.



All: Shows All documents assigned or Uploaded 
Action Required: Shows Documents then require actions such as reviewing or completing documents
Expired: Shows Documents that have already passed their expiry date
Expiring Soon: Shows documents that will expire within the next 30 days
Assigned: Documents that have been assigned but have not yet been completed by the employee

Actioned Required: 

Assigned documents that have been completed by the employee and are set up for Employer Approval or review to be Completed/ Reviewed by the Employer. 

Select Review/Complete on the Right hand side of the page



Review and Approve or fill out any Employer required fields to complete the document. 

 

Expired/Expiring Soon:

Expired/Expiring soon tabs have a similar layout. 

Next to the search bar you will be able to filer the timeframe you would like to reflect 
In the Document Section it will reflect the document that is due to expire
In the Expiration Section it will indicate the expiration date and the amount of days until the expiration date. 
To the right hand side of the page you have the capability to view the document

Assigned:
View documents that have been assigned but have not yet been completed by the employee. 

Current Assignment shows status of the document. Documents with a due date will also reflect the amount of Days before the document is Due. 

To the Right of the screen a reminder can be sent to notify/remind the employee to complete document.