Available for the following plans: Employment Unlimited
Available for the following HR classic plan: Platinum
Available for the following user access level: Admin
The Document Management feature lets you upload a pre-created document as well as edit, delete, and both individually and bulk share it.
This article explains how to upload and manage documents and ensure they reach the right recipients.
This is important as, providing you do not need your employee(s) to sign the document, uploading and sharing a document as an employee file is the easiest way to send documents through Employment Hero.
Getting started
Helpful Hint
For security purposes, the platform will conduct a security scan of the uploaded document before it can be viewed. "This file is pending security scan" will appear when mousing over the document.
- Click the Compliance menu.
- Click the Document Management submenu.
- Click the Upload Document button.
- Click or drag the required file onto the Upload tile.
- Click the Upload button.
- Click the Save All button.
You can upload multiple documents using this Document Management feature, you are not limited to just one document.
Helpful Hint
For security purposes, the platform will conduct a security scan of the uploaded document before it can be viewed. "This file is pending security scan" will appear when mousing over the document.
- Select the People menu.
- Select Employee List.
- Select the employee you would like to add a document for.
- In the Documents panel, select Add Document.
- Select whether you would like to issue a HR document, or would like to upload any other document.
- If you select a HR document, select from the templates available.
- If you choose to upload a document, fill in the details in the Uploaded Files modal.
- Select Save.
Filter and share data
- Click the Compliance menu.
- Click the Document Management submenu.
-
Click the Filter button and select either:
- Show all.
- Published.
- Draft.
- Click the Compliance menu.
- Click the Document Management submenu.
- Click the Actions button.
- Click the Share button.
- Complete the following fields:
- Document name
- Share everyone:
- All employees
- All contractors
- Share to individuals that match any of the following:
- Teams
- Individual
- Tags
- Admin access only:
- Admins and others
- Admins only
- Reporting line access:
- This employee
- Direct managers
- Indirect managers
- Click the Publish button.
HR Admins organise audit-related documents using compliance tags to keep everything in order. You can manage a custom list of tags and apply up to 10 of them to any policy or certification, with the option to create new tags on the fly while you work.
These tags simplify the audit process by allowing you to filter your document list quickly to find exactly what’s needed. These labels are strictly for HR Admin use and are only viewable to admins.
- Click the Compliance menu.
- Click the Document Management option.
- Click on Upload document.
- Click on Click or Drag file(s) here to upload.
- Select the document you want to upload.
- Click on Upload.
- Click on Save all.
- Click on the document you just uploaded.
- In the Compliance Tags (Optional) field, type in the compliance tags you want to create.
- Click on the created tag in the drop-down menu.
- Click on Publish.
Edit data
- Click the Compliance menu.
- Click the Document Management submenu.
- Click the Actions button.
- Click the Edit button.
Remove data
- Click the Compliance menu.
- Click the Document Management submenu.
- Click the Actions button.
- Click the Delete button.
- Click the Delete button.
Explore related content
- Using the advanced template editor This feature allows you to add a new document template and customise the information contained within to suit your organisation.
- Create policies and induction content reports This feature allows you to create a report on both acknowledged and overdue documentation that has been sent to your employees.