DocumentationDocuments
HR documents in Weplanify
In Weplanify, the Documents module files HR papers, spots incomplete staff files, gets PDFs signed and collects documents from your employees.
In Weplanify, the Documents module gathers company and employee papers: contracts, ID documents, certificates, documents to sign. Open it from the People → Documents menu.
The six tabs
- To do: what is waiting for an action (papers to check, signatures in progress, expired papers).
- Staff files: one row per employee to spot incomplete files.
- Signatures: send a PDF for signature and follow who signed.
- Documents: the list of all documents, with its counters and filters.
- Collections: request a paper from several employees, then approve it.
- Folders: filing and adding documents.
Good to know
- A person's documents are also in the Documents section of their employee record.
- Employees upload their papers, read their documents and sign from the mobile app.
- What Valid, Expiring soon and Expired mean: document statuses.
Go further
Handle pending documents: the To do tabIn Weplanify, the To do tab lists papers to approve, signatures still pending, expired papers to request again and the collections in progress.Add a documentIn Weplanify, add a file with its name, its type, the employee concerned, its expiry date and whether the employee may download it from the app.Request a document from your employees (collection)In Weplanify, a collection requests the same paper (ID card, bank details, medical certificate…) from a group of employees, with a deadline to meet.Follow a collection and approve papersIn Weplanify, check the papers uploaded for a collection, approve them or refuse them with a reason, and upload a paper on an employee's behalf.Organise documents in foldersIn Weplanify, create folders (Contracts, ID documents, Medical check-ups…) to file company documents and those of your employees in one clear place.Spot incomplete staff filesIn Weplanify, Staff files show for each employee where their contract, ID document, collections and documents to sign stand, in a single row.An employee's documentsIn Weplanify, the Documents section of the employee record gathers their papers by type: contract, ID document, certificates and signed copies.Send a document for signature in four stepsIn Weplanify, sending a PDF for signature takes four steps: the document, the signers, where each one signs, then a final check before you send it.Document statuses and expiryIn Weplanify, understand the Valid, Expiring soon and Expired statuses of a document, and those of a paper requested by collection: To upload, To check.The document list and its countersIn Weplanify, the Documents tab lists every filed paper, with the Expired and Expiring soon counters and filters by type, folder, employee and status.Follow the signatures of a request and send remindersIn Weplanify, the detail of a request shows where each signer stands, copies their signing link, reminds late signers and opens the signed document.Documents and payslips on mobileUpload the documents HR requests from the Weplanify app, follow their review and find your payslips.