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Documents Center: verifying, requesting & publishing
Documents
Applies to: HR Managers & Admins
Documents in the sidebar is the HR hub for everything document-related.
- Pending verification (employee uploads awaiting review, grouped by employee or by document type. Verify or reject per document, or use Verify all / Reject all per employee. Rejecting requires a reason) the employee is notified and can re-upload, which puts the new version back in this queue. Which categories require review is set in the Settings tab.
- Verified; the archive of everything reviewed, with who verified and when.
- Expiring; documents whose expiry date is inside the selected window (visas, licenses, contracts). Owners get automatic notices 30 and 7 days before expiry; you get a digest.
- Requests; ask one employee, or a whole company/department/employment type at once, for a document (with an optional note and due date). Progress per request batch is tracked automatically: an employee uploading into the requested category fulfils their request. Reminders go out 3 days before the due date and when overdue.
- Org documents; publish company-wide documents (policies, handbooks), scoped to all or specific companies. Mark one requires acknowledgment and the report shows exactly who has and hasn't confirmed reading it.
Access is controlled by the Documents Center permission. HR Managers see only their assigned companies.