For employees
My documents holds your files — ID proofs, certificates, letters. Upload a new version of a document to replace it; older versions are kept. Policies waiting for you appear on your home screen: open, read and accept them.
For HR
- Categories decide who can view and upload: the employee, their manager, HR. Categories holding personal identifiers follow the PII rule.
- Mandatory documents can be required by department, location, designation or grade, due within a number of days of joining. The requirements list shows completion, the people still missing them, a nudge button and a CSV.
- Expiry reminders go to the employee, and to HR a configurable number of days before for each category.
- Bulk upload by employee code with per-row results.
- A policy acknowledgement records which version the person read and when.