Overview
In the document section, the admin can establish several folders essential for employee submissions, where employees upload documents via the ESS portal. Additionally, the admin can craft HR folders for crucial credentials. The admin holds the authority to devise document templates for future use. The report section within documents permits the admin to generate and download reports in Excel format.
Employee Documents
Employee Documents: The admin has the ability to create multiple folders, manage access, and configure applicability based on different organizational units such as Entity, Location, Department, and Designation. Admins can view all documents uploaded by employees in their respective folders. The admin can switch between views:
By Folder: Documents are displayed based on created folders.
By Employee: Documents are displayed on an employee-wise basis.
Note: In the employee documents section, the admin can manually create folders, bulk update expiry dates and reminders.
HR Document
In the HR documents section, the admin can create and view folders for internal purposes. Here, the admin can define accessibility and permissions for specific individuals as per the need.
Document Library
A document library is a centralized digital repository that stores and organizes various documents, files, and resources.
Core HR → Document → Document Library
Reports
In the report section, the admin can generate and download new reports related to documents.
Core HR→ Document → Reports
Forms Library
Create and manage all your company’s forms here, like, Joinee form, Assets form, Exit interview form, Requisition form, etc.
Core HR→ Document → Forms Library
Configuration
The Document Settings section allows admins to manage digital documentation and configure reminders related to document management.
