The Documents module is used to store and manage employee documents in Simployer Classic. Here you can create document categories, manage access to documents, and upload documents to employee profiles.
Administration
What are document categories?
Document categories help you organize documents and make them easier to manage. Learn how document categories work and when they should be used.
Create document categories
Learn how to create new document categories and configure the available settings.
Manage access to document categories
Control which roles can view, upload, and manage documents within each document category.
Working with documents
Upload documents
Learn how to upload documents to an employee profile and assign them to the correct document category.
Manage documents
Learn how to preview, download, edit, or delete documents when needed.
Protect documents
Use the available security settings to protect documents and control who can access them.
Additional functionality
Electronic document signing
Send documents for electronic signing directly from Simployer Classic and follow the signing process from start to finish.
Related articles
- Document Categories
- Documents on Units
- Documents on Employee Profiles
- Protect Documents
- Electronic Document Signing
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