As an employer, you want to have a grip on your entire company and therefore all the processes that run there. ‘Document management’ from HoorayHR helps you do just that. Easily set up categories and labels and organise all your documents.
Creating categories
Within document management you can easily create categories and labels. Organise your documents intelligently by creating new categories. Click the ‘Actions’ button to add a new category.
Two types of categories
Within HoorayHR, we use two types of categories:
Company documents: general documents that are visible to all employees within the company or within selected teams, for example a staff handbook.
Personal documents: documents linked to an employee, such as a contract, payslip or confidentiality agreement.
Company documents
Company documents are documents you share with the whole company or selected teams. Once you upload and share a document in this category, it becomes automatically accessible to all employees, or the team members and team leaders of the selected teams, after sharing.
Employee documents
Employee documents are personal and always linked to an employee. These documents (if ‘shared’) can only be accessed by the employee and administrators.
You can also assign editing rights to other colleagues per category:
Edit rights for all documents: add, edit, start signatures, delete and manage labels for all employees in the company.
Edit rights for their team's documents: add, edit, start signing documents for their team members only.
Editing a category
You can edit a category by going to the ‘Documents overview’, where you will see an edit button (the three dots) behind each category. Click it and choose ‘Edit’.
Deleting a category
Want to delete an entire category, including its labels and documents, at once? From the ‘Documents overview’, you will see an edit button (the three dots) behind each category, click on ‘Delete’.
Note: all related documents and labels are automatically deleted. This cannot be reversed.
Overview of all rights
In the company settings, under ‘User rights’, you get a complete overview of all access rights within your organisation. Here you can see exactly which colleagues have access and who has team leader or administrator rights to which document categories, and you can make changes directly from here.
Labels
Within a category, you can easily create labels. Think of them as sub-categories with which you can classify the documents even smarter.
With these labels you can also filter so that you (or your colleague) can easily and quickly find a document. You can easily create, edit or delete labels.
Note: only employees with editing rights to ‘all documents’, can add and manage labels in the category.