Documents
This module holds company documents and, importantly, proof that people have read them.
This module holds company documents and, importantly, proof that people have read them.
On this page
Document Categories
A reference list. Entries created here become the options offered when you create an HR document. Setting these up once, before the records that use them, saves correcting the same choice repeatedly later.
- 1 page title
- 2 primary action
- 3 records table
- Choose Add Category at the top right. The form opens in a panel.
- Complete the required fields: Category Name, Color.
- Fill in anything else that applies: Description, Mandatory Category.
- Make the selections the form asks for: Icon, Status.
- Choose Save. The new record appears in the list.
HR Documents
The company's own documents — policies, handbooks, forms — with their size, status, download count and expiry.
- 1 page title
- 2 records table
Acknowledgments
Who has confirmed they have read which document, and by when they were required to. This is the page that turns a published policy into evidence that it was received.
- 1 page title
- 2 records table
Document Templates
Reusable document wording with placeholders, used to generate letters and forms.
- 1 page title
- 2 primary action
- 3 records table
- Choose Add Template at the top right. The form opens in a panel.
- Complete the required fields: Template Name, Template Content.
- Fill in anything else that applies: Description, Placeholders, Default Values, Set as Default for Category.
- Make the selections the form asks for: Category, File Format, Status.
- Choose Save. The new record appears in the list.
