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MANAGING AND ORGANISING HR DOCUMENT FILES EFFECTIVELY

The Folders tab allows you to create and organise themed filing areas to group your HR documents. Unlike the default categories found in employee profiles, the folders here are fully customisable to suit your organisation’s needs.

weplanify team13 June 20265 min read

How to understand the files?

When you open the Folders tab for the first time, a default folder named ‘No folder’ will appear. It contains all documents that have not yet been placed in a specific folder. This folder cannot be deleted. The message ‘Create your first folder to organise your documents’ will remain on screen until you have created a custom folder.

How do you create a new folder?

To create a new folder, simply:

  1. Click on the + New Folder button at the top right of the screen.
  2. Give your folder a name (e.g. Contracts 2026, Recruitment Files, AMALSTORE Rufisque Documents).
  3. Confirm the creation. The folder will appear immediately in the list.
  4. You can then add documents to it or redirect document collections to it.

You can also:

  • Create a folder for each site or department if your organisation comprises several entities (e.g. AMALSTORE Rufisque, AMALSTORE Dakar).
  • Create a folder for each type of document collection campaign (e.g. 2026 Qualifications Collection, Licence Renewal).
  • Link a target folder when creating a collection so that the documents received are automatically filed.

The ‘No Folder’ folder serves as a holding area: remember to file the documents in it regularly.