Uploading and Managing Documents

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Uploading and Managing Documents

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HRSimplified allows employees to securely upload and manage important documents. This feature helps employees store personal, work-related, or compliance-required documents directly within the platform.

My Documents section in HRSimplified in teh ESS section or Employee Self Service section.

Steps to Upload a Document: #

  1. Navigate to My Documents
    • Log in to HRSimplified and select My Documents from the left-side menu.
  2. Select the Upload Document Button
    • On the My Documents page, click the Upload Document button at the top.
  3. Choose a Document
    • A window will pop up, allowing you to select the document from your device.
    • Multiple documents can be uploaded if required.
  4. Enter Document Details
    • Complete the document form by adding details such as:
      • Document Type: Choose from types like ID copy, medical certificates, etc.
      • Document Expiry: Set an expiry date if applicable.
      • Description: Provide a description to clarify the document’s purpose.
  5. Submit the Document
    • Click Save to finalize the upload. Your document will now be visible under My Documents.
    • If HR approval is required (e.g., for compliance documents), HR will be notified to review the upload.

Managing Documents: #

Once uploaded, you can manage your documents by clicking the Actions button next to each entry:

  • View: Download or view the document.
  • Update: Modify document details if necessary.
  • Delete: Remove documents no longer required.

Important Notes: #

  • Security: All uploaded documents are secure and accessible only to you and authorized HR personnel.
  • Tracking: HR can track document uploads and signatures for compliance.
  • Signatures: If HR requires your signature, you will find the document in the Unsigned Documents section for completion.