Employee documents

In simple words

Employee documents is part of HR & Payroll. Contracts, IDs and certificates per person. This guide takes you through it in 8 short steps.

Where it fits in your work — Hire. Applications move through a recruitment pipeline; an accepted offer creates the employee record.

Before you start

• You need to be signed in to your company's workspace. HR & Payroll appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Employee documents belongs to People in HR & Payroll. Contracts, IDs and certificates per person.

Step by step

1. 1

   Step 1

   Open HR & Payroll

   Sign in and open the HR & Payroll panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Employees”

   In the left menu, click “Employees”. The “Employees” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Name, email, or code”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Status
   • Department
   • Type
5. 5

   Step 5

   Read the list

   Each row shows:

   • Code
   • Name
   • Department
   • Designation
   • Type
   • Status
   • Joined
6. 6

   Step 6

   Add a new one

   Click “Add Employee” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Export CSV
   • Code
   • Name
   • Joined
8. 8

   Step 8

   Done

   Contracts, IDs and certificates per person.

Tips

• You can use more than one filter together (Status, Department, Type) to see exactly the records you want.
• The search box accepts: Name, email, or code. Start typing and the list narrows down.
• Use “Export CSV” to download what you see, for example to share it or keep a copy.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open HR & Payroll → Open “Employees” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• Finance

  Salary payouts post to Finance automatically.

• Online Tests

  Candidates take online tests from the hiring pipeline.

• SOPs & Policies

  New joiners get their procedures assigned.

• Team Chat

  Leave and approval notifications can reach the team channel.

What you will see on this screen

These are the parts of the Employees screen, exactly as they appear in the product.

Why use HR & Payroll

HR & Payroll replaces hr & payroll software, on the same login and the same data.

• Hire, onboard, track attendance and pay from one record
• Employees self-serve leave, salary and documents — HR stops chasing
• Payroll posts to Finance automatically
• Managers approve leave and timesheets where they already work

Who uses HR & Payroll

• HR team

  Run recruitment, employee records, leave rules and payroll.

• Managers

  Approve leave and see their team's attendance.

• Employees

  Check in, request leave, view payslips and documents themselves.

• Super Admin

  Set permissions and see HR analytics for the whole company.

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