Table of Contents
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.
Steps to Upload a Document: #
- Navigate to My Documents
- Log in to HRSimplified and select My Documents from the left-side menu.
- Select the Upload Document Button
- On the My Documents page, click the Upload Document button at the top.
- Choose a Document
- A window will pop up, allowing you to select the document from your device.
- Multiple documents can be uploaded if required.
- 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.
- Complete the document form by adding details such as:
- 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.