As an employer, you want to have a grip on your entire company and therefore all the processes that run there. With document management from HoorayHR, this is easy. Upload documents, link them to employees, categories and labels and set reminders.
Uploading a document
There are several options for uploading. For example, you can upload from the document overview, a category overview or from an employee's file.
Accepted file types
.doc, .docx, .txt, .rtf, .xls, .xlsx, .jpg, .jpeg, .png, .pdf
Select files
Step 1: From the document overview or a category overview, click on the ‘actions’ button.
Step 2: From the dropdown, click ‘upload document’ button
Step 3: Select or drag and drop the files you want to upload
Link employees and set due dates
If you upload the document to an employee document category, you can link the document to an employee. HoorayHR automatically tries to link colleagues to documents based on the file name. If an employee cannot be found automatically, you can always manually select the correct colleague.
In addition, you can (optionally) set an expiry date for each document.
Link the document to an item
When you upload a document, you have the option to link it to an existing contract or asset. This way, you know exactly which document belongs to which item, and you can easily navigate between items and linked documents. You can always unlink or link the document to another item later.
Choose a category and labels
Organise documents in categories and with labels. Anything is possible: company documents visible to all employees or specific teams, or personal documents such as contracts and pay slips.
Within a category, you can easily create labels to classify documents even smarter.
Set reminders
If you have set an expiry date on any of the documents, you can set reminders. Based on the chosen due date, these reminders will be sent automatically.
Done!
After uploading, don't forget to also ‘share’ the document with your colleague, or start the signing process.
