Documents
Manage HR documents, templates, and files. Organize them by category for easy access and reference.
The documents section allows you to store and organize HR-related files:
- Job descriptions - Role definitions and requirements
- Onboarding materials - New hire documentation
- Policies - Company policies and procedures
- HR forms - Standard forms and templates
- Other documents - Any other relevant files
Job descriptions, role requirements, and position details
New hire orientation materials and welcome documents
Company policies, handbooks, and procedures
Standard HR forms, templates, and applications
Any other documents that don't fit the above categories
In addition to built-in categories, you can create custom categories:
- Go to the Documents page
- Click the "Categories" tab
- Click "Add Category"
- Enter a name and optional description
- Save the new category
Tip: Custom categories help you organize documents in ways that match your organization's structure and needs.
- Navigate to Documents from the sidebar
- Click the "New Document" button
- Fill in the document details:
- Name - A descriptive title
- Description - What the document contains
- Category - Select the appropriate category
- Tags - Optional keywords for search
- File - Upload the actual document
- Click "Create Document" to save
Find documents quickly using multiple filters:
Search by document title
Filter by document category
Search by document tags
Tags provide an additional way to organize and find documents:
- Add multiple tags to each document
- Tags are searchable from the documents list
- Use consistent tag naming for better organization
- Common tags: department names, document types, years
Example Tags:
Company-wide documents stored in the Documents section:
- Job descriptions
- Policies and handbooks
- Forms and templates
- Onboarding materials
Documents specific to individual candidates:
- Resumes/CVs
- Cover letters
- Portfolios
- Signed contracts
Note: Candidate documents are uploaded through the candidate's profile page, not the Documents section.
- Use descriptive names that clearly indicate the document content
- Assign appropriate categories for easier filtering
- Add relevant tags to improve searchability
- Keep documents up to date by removing outdated versions
- Use consistent naming conventions across similar documents