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Employee Documents Explained


Employee documentation reflects the company’s compliance requirements. Employee documents can be created within the system without limitations and are configured and monitored at various levels. The Settings menu provides options for configuring and managing employee documentation.


Documents are assigned to employees to ensure that compliance requirements are met. When setting up a new employee, the selected options determine which documents are assigned, as the relevant document types are applied accordingly.


Employee Documents include:

  1. Employee Training Documents – Documents specific to employee training.
  2. Employee Documents – Documents specific to employees.


Employee Document Types Include:

  1. File Upload – a file is uploaded by the employee.
  2. Digitised Form Filling – forms are filled by the employee (forms can be digitised using the Form Builder functionality).
  3. Read & Receipt Documents – upload a document which the employee reads and acknowledges it as Read & Receipt.

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