HR/Documents
Store offer letters, contracts, policies, IDs, and tax forms against each employee. Track what has been signed and what is about to expire.
Each document belongs to an employee and a category, so you find it in seconds when someone asks.
Licenses and certifications carry an expiry date. You see what is coming due before it lapses.
Employees see their own documents. HR and admins see what their role allows.
Signed on the phone. Filed by person.
Send a policy and watch the signatures come in. Licenses and certificates carry expiry dates, so the person and HR hear about them before they run out, and a renewed one is uploaded from the phone and approved in a tap.
Every document filed to a person, with a date on everything.
Their own file, in their pocket.
Every file has a person and a category.
The facts an auditor asks for.
To the person and to HR, before it lapses.
Moments in Documents
One person's file, a policy sent for signature, expiry on a timeline, versions, who can see what, and a report for the auditor.
Open a person and see their contract, policies, IDs, tax forms, and certifications, each with its status. Nothing to hunt for.
Send a policy to a location and watch the count climb. Remind the ones who have not signed. Every signature carries a date and a version.
Licenses and certificates on the next 90 days, with reminders to the person and to HR at 30, 14, and 1 days before.
Upload a new version of a policy and everyone is asked to sign again. The old versions and their signatures are kept.
Employees see their own file. Managers see their team's licenses and certifications. HR sees everything. Nobody sees a coworker's contract.
Pick a certification and see who is valid, expiring, expired, or missing it. Export it as a PDF with names and dates.
Documents
The details that make Documents work for your team.
Employees can view documents filed to their profile. Who can add documents is set by role.
Yes. Send a policy or contract to a person, a team, or a location. They read and sign on the phone, and a signed copy with the date is filed to them.
Upload it as a new version. Everyone it applies to is asked to sign again, and the old version with its signatures is kept, so you can show who had signed what on any date.
The person and HR, 30, 14, and 1 days before, and again when it expires. Managers see the status of licenses and certifications on their own team.
Yes. A signing report shows who signed which version and when, and any person's file can be exported as a PDF.
HR
Documents is part of the HR hub. These tools share the same team, locations, and records.
Create a workspace, invite your people, and run tomorrow from one app.
