How Can You Manage Employee Documents in Zoho People?
Centralized storage for employee-related documents like ID proof, certifications, etc.
Steps:
-
Enable from Setup > Files and Documents > Document Settings.
-
Add categories and expiry rules.
-
Allow employees or HR to upload under Self-Service > Documents.
Admin Use:
Admins can monitor uploads, assign categories, and get expiry reminders.
Reports:
Document Reports show uploaded files, missing documents, and validity.
Why It Matters:
Ensures compliance and easy access to verified documentation.
Related Articles
How can Zoho People be used to manage and track employee training and development activities across multiple clients?
Managed HR service providers can use Zoho People + Zoho Learn to design, deliver, and monitor client-specific training programs: Training Needs Analysis: Collect training requests via forms or integrate with appraisal outcomes. Identify skill gaps ...
What tools in Zoho suite help manage employee self-service under HR Managed Services?
Self-service portals reduce dependency on HR teams and enhance employee satisfaction: Personal Info Management: Employees can update personal, bank, nominee, and tax details. Requests & Approvals: Submit leave requests, attendance regularizations, ...
Which Zoho tools help service providers manage employee grievances and disciplinary actions?
Zoho People allows HR teams to manage grievances, warnings, and disciplinary proceedings in a controlled, confidential manner. Incident Reporting: Employees or HR can file incident reports with supporting documents. Investigation Workflow: Assign ...
How can automation help streamline the employee onboarding process in Zoho People?
Automating employee onboarding in Zoho People ensures a smooth and consistent experience for new hires. Common automation use-cases include: Automated Welcome Emails: When a new employee is added to the system, Zoho People sends a personalized ...
How to Set Up and Manage Employee Leave Policies in Zoho People?
Zoho People allows you to create flexible leave policies that align with your company’s HR practices and local regulations. Steps to Set Up Leave Policies: Go to Setup > Leave Settings > Leave Types Click + Add Leave Type (e.g., Casual Leave, Sick ...