Manage staff documents.
Why import documents into Weplanify ?
The Documents module allows you to centralise all your employees’ HR documents in a secure space, accessible at any time by authorised users.
This allows you to:
Group all of an employee’s documents in one place
Organise files into custom folders
Quickly find a document using the search function
Track important dates and document deadlines
Secure access to sensitive documents
Follow these steps to import a document:
- Access the employee’s profile
→ Go to the Employees section.
→ Click on the relevant employee’s name.
→ Click on the Documents tab at the top of their profile.
- Import the document
→ Click on the New Document button.
→ Select the file to import from your computer.
→ Enter the document name.
→ Choose the destination folder (e.g. place a contract in the Contracts folder).
→ Select the date.
→ Click Upload to complete the import.
💡 Note: The document is now visible in the employee’s profile, filed in the relevant folder.
The platform supports the following file formats: PDF, DOC, DOCX, XLS, XLSX, JPG, PNG, ZIP.
Once uploaded, the document will appear in the relevant category. If you have set an expiry date, Weplanify will automatically display an alert badge (“Expiring soon” or “Expired”) when the time comes.