Documentation

Permissions and actions: Document templates

Workforce lets you manage access to document templates through role configuration. This ensures that only users with the right role can view templates or create, edit and delete them.

Use variables in employee documents

Variables let you prepare one Word document and send each employee a personalised copy. A variable is a tag in double curly brackets, such as {{employee_name}}. When you assign the…

Delete a document template

Delete a document template when you no longer need it. Deleting removes the template and its Word file from the Documentation module.

Edit a document template

You can update a document template's name, generated file name, tags and status without uploading it again. This keeps the template up to date as your documentation needs change.

Create a document template

A document template is a Word document that contains variables, saved so you can reuse it. You upload it once and select it each time you assign documents to employees.…

Manage storage in the Documentation module

• Documents

The Documentation module includes 3 GB of storage by default. If you have reached the storage limit or are approaching it, contact your Account Manager to arrange a capacity increase.

Manage tags in employee documentation

The documentation functionality in Workforce allows users to quickly and efficiently view and search documents uploaded to the system. In the same way, it facilitates the downloading of documents and…

Sign a document

The Workforce Documentation module not only allows the management of all documents associated with an employee, but also facilitates the editing and correction of these documents to ensure a successful…

Edit details in employee documentation

In order to facilitate the classification, location, and filtering of employee documentation created in the system, Workforce makes tags available to users.

View, filter, and export employee documentation

GIR Staff provides users with the ability to view and download assigned documents from within the application.

Upload and assign a document

The Documentation functionality allows the management of all documents associated with an employee. This includes the ability to send uploaded documents to be electronically signed by one or more signatories.