HRM - Documents - How It Works
This feature lets you store and share company documents with the right people.
You can share a document with:
- All employees — like your rules of conduct or sick leave policy
- Managers only
- A specific department — like a team schedule
- One employee — like their employment contract
How to Upload a Document
- Go to Employer → HRM → Documents
- Click Add
- Click Select file(s) and pick the file from your computer
While Uploading, You Can Also:
- Pick or create a sharing category from the dropdown (default is "All employees") — choose a department, all managers, all employees, or a single employee. Use "+Add category" to create a new one.
- Turn on an email notification and add an optional message. Only active employees receive the email notification; inactive employees still see the document on their end but do not get notified.
When you're done, click Save.
Managing Documents
Hover over a document to see these options on the right:
| Option | What it does |
|---|---|
| Edit | Change the details |
| Sharing | Change who can see it |
| Archive | Hides it but keeps it safe |
| Delete | Permanently removes it |
Tip: When a document expires, archive it — don't delete it. That way you can still find it later if you need it. Deleted documents are gone for good and cannot be recovered.
Note: this document upload screen (Employer > HRM > Documents) does not have an expiration date or reminder option. Those are available on the separate employee-level document screen (Employees > select employee > HR > Documents).