Document Management

The latest documentation is available here.

In IceHrm you can manage company documents as well as individual employee documents.

Company Documents

Company documents can be added via Employees => Document Management. Depending on the confidentiality and nature of the document it can be shared only with individual employees, all employees attached to a department or all the employees in the company.

Employees can view company documents via Documents => My Documents => Company Documents

Employee Personal Documents

Document Types

Accessed via Manage => Documents => Document Types

Document Types tab is used to define various documents relevant to your organization. The employees are able to upload documents under these categories.

How to add employee documents?

Admins and managers can add employee documents on behalf of the employees by Manage -> Documents -> Employee documents

Employees can add personal documents by navigating to Documents -> My documents -> My documents

Payslips

As an admin, you can view all employee payslips under the Employee Payslips tab.

Employees can go to Documents -> my documents -> payslips to download their payslips.

Expire Notifications

When defining document types you can define before how many days icehrm should notify the user about the expiring documents.

The notification cron should be setup for this feature to function properly. Please check the section [Cron for Notifications] (https://icehrm.com/docs/post-installation)

Employee Documents

Administrators and Managers can use "Employee Documents" tab to explore and manage documents uploaded by employees or add new documents to employees.

Settings

Set "Notifications: Send Document Expiry Emails" to No if you don't wish to receive document expiry notifications.

Also set Notifications: Copy Document Expiry Emails to Manager to Yes if you want to send all document expiry notifications to respective managers also

Personalize the Company Documents

Using the new IceHrm Document Management module, you can specify documents privacy.

To find the settings go to the Employee Management module under the Admin account and click on the Document Management module.

If you don't want to share it with your employees:

Set "Share With Employee option" to NO when you create a new Document Type.

For any employee document, under a document type with the above-mentioned field set to No will not be displayed to the employee (document will only be visible to the admin or the manager of the employee)

Display a Document to a specific Employee

When you assign the document to an employee you can make it visible to the Owner, Manager or Admin.

Also, you can make it visible to the employees' manager or the Admin.

If you only need to enable this document to the Admin, you can select the option as Admin. So the document will only be visible to the Admin.