>>My Profile > Documents

ZipHR Documents Center handles the complete employee HR document process from hire to termination.

Users are allowed to upload and access any employment-related documents in the system. These may include, but are not limited to:

• Contract of Employment
• Company Policy
• Insurance Forms
• Training Manuals
• Employee Identification documents
• Employee Educational Certificates
• Disciplinary Notices
• Amendment Updates
• Termination Letters

DOCUMENT GENERATION

My Profile > Documents > Search Forms

Admins may create custom document templates that can be applied to Employee in bulk.

Employees will have access to a list of all downloadable forms that have been flagged as Public.

To export a file, click the download icon.

ADD DOCUMENT

Go to the Profile Document tab. Click on <Add Document> to upload a new document.

CUSTOM / REGULAR DOCUMENT 

Simply fill out the document details to upload a custom document.

• Name - name of the document
• Description - description of the template
• Type - select applicable type
• Access - choose if "Public", "Confidential", or "Private"
• Start Date and End Date - can be blank, default TODAY
• File - upload document
  Must be .docx format

DOCUMENT TEMPLATES

Choose available template to upload.

• Filter by Type
• Select available template
• Click <APPLY> to automatically fill in details needed

DOCUMENT EXECUTION

This checkbox will only appear to Admins. If checked, the document will be first sent to employee for approval/consent.

Upon submit, user will be able to receive notifications on

• Email
• Dashboard Notification
• Mobile
• Browser

Click on any document on approval modal to view and execute.

• Only if the original document is a PDF, options to overlay and sign fields and save will be provided
• Upon SAVE, the document will be replaced with a newly saved PDF including overlays

DOCUMENT CONSENT

All pending consent will appear on Profile Dashboard > Document Consent quicklink.

DOCUMENT APPROVAL

All documents that will be uploaded in the system are subject for approval of the user's My Team approver. It will all appear in My Team Dashboard > Profile Requests quicklink.