Documents Module

The Documents Module on ZenHR provides a seamless and organized way for both employees and administrators to manage and store company and employee-related documents. With intuitive navigation and filtering options, this module ensures easy access to all essential records while maintaining security and efficiency.

The module is divided into four main tabs:

• All Documents: A centralized hub displaying all available documents, including employee files, company records, and personal uploads.

• My Documents: A dedicated space for employees to upload, view, and manage their personal documents, such as certificates and experience letters.

• Employees' Documents: A comprehensive repository of all employee-owned documents, including identification records, experience letters, and other work-related files.

• Company Documents: A secure storage area for company-owned files such as policies, handbooks, and other corporate documents, ensuring easy access and compliance.

How to Access the Documents Module

To go to the documents module, go to Main Menu → Manage Documents →  Documents. 

Managing Document Types 

Admins can manage different types of documents on the Document Types page. This feature allows for better customization and control over the types of documents used within the company. 

To access this page, go to User Menu →  System Preferences → Administrative Setup → Document Types.

Note: This page is managed at the branch level.

Default Document Types

ZenHR makes document management easier with predefined categories like National ID, Passport, etc. These built-in types keep documents organized, simplify searches, and ensure consistency across the system.

Creating New Document Types

Admins can create custom document types for each branch, allowing for more flexibility in organizing documents based on company needs. To add a new document type follow the steps below:

1. On the Document Types page, click "Create New Document Type".

2. Enter the required details: 

   • Document Name - provide a name for the document type.

   • Linked Branch(es) -  The current branch is selected by default, but additional branches can be added. Or select “All Branches”. 

   • Category - Specify whether the document type applies to an employee, the company, or Both. 

3. Then click "Add Document Type" to finalize.