Documents

To manage employee documents, you first need to create the appropriate document type.

The Documents tab is visible if the Documents module is active, and if appropriate role is configured.

Creating a Document Type

There are two ways to create a document type:

• Via Organization Settings (inside Document types tile):

Steps:

1. Navigate to the organization settings
2. Go to the document types section
3. Create a new type and assign it to the relevant module (e.g., Employees).

• Directly from the Add Document modal

If the user has the Document Manager role, they can create a new document type directly from the "Add Document" modal by clicking the "New document type +" button next to the Document Type dropdown. Once created this way, the document type will automatically be available in the module where it was created — for example, in the Employees module.

Uploading a File

When you go to the Documents tab in an employee profile, you will see a list of already added documents with their files. To add a new document, click the "Add document" button in the top right corner. A modal window will appear where you need to provide:

• Document type – select from the list or create a new one (if you have the Document Manager role) [required]
• Attached file – upload a file in PDF, PNG, JPG, or GIF format (max. 3MB) [required]
• Description – a brief note describing the file contents [optional]

After saving, the document will appear in the list within the employee's Documents tab.

Example use cases

• Securely store employee contracts, agreements, and offer letters.
• Upload certificates for professional training or development courses.
• Manage essential HR forms, such as onboarding paperwork, tax declarations, or emergency contact information.
• Attach supporting documents, like medical certificates for sick leave or approval forms for special requests.