Employee document categories

By default, employee documents are not categorised and are simply listed as a list of all documents.

Using Employee document categories, you can define a standard folder structure which is then applied to all employees and is usable within Employee documents.

This folder structure can also include sub categories.

To add a new employee document category into the system you will need to go to Administration > Company > Settings > Employee document categories. 

You simply need to add the folders to this section and they are then displayed in Employee documents.

When adding a category, you can choose to hide the category from managers which may be useful if you want to include information such as payslips where you do not want the manager to be able to access this information.

Access Restrictions

Access restrictions can be applied to each of the employee document folders. The following options exist in the system to

When you go to Employee documents, you will then see these folders mapped out above the uncategorised documents:

Manager cannot view: The employee’s line manager cannot view this folder or the contents, this will be accessible by Admin, HR and the end-user employee.

Employee cannot view: The employee cannot view this folder or the contents, this will still be accessible by Admin, HR and the employee’s line manager.

Employee and manager cannot view: Neither the employee or their line manager can view this folder or the contents, this will still be accessible by admin and HR users.

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