Documents in Simployer Classic: Overview

Learn how to organize, access, manage, protect, and electronically sign documents in Simployer Classic.

The document module stores and manages employee documents in Simployer Classic. You can create document categories, control access to documents, and upload documents to an employee’s profile.

Administration of documents in Simployer Classic

• Document categories: Organize documents and make them easier to manage
• Create document categories: Go to Administration → Fixed registers → Document categories to create categories and configure their settings
• Control access to document categories: Decide which roles can view, upload, and manage documents in each category

Using documents in Simployer Classic

• Upload documents: Upload documents to an employee’s profile and assign them to the correct document category
• Manage documents: Preview, download, edit, or delete documents as needed
• Protect documents: Use the available security settings to control who can open documents

Electronic signing in Simployer Classic

• Sign documents electronically: Send documents for electronic signing directly from Simployer Classic and follow the process from sending to the completed signed document

Related topics

Document categories · Documents on units · Upload and view documents on an employee · Protect documents · Roles and permissions in the document module · Electronic signing of documents