HR Admin Training

Uploading and storing company documents

Store policies, handbooks, and HR files for employee access.

Documents page (documents.php) is a central file cabinet for company-wide PDFs and policies.

  1. Open Documents
    Resources → Documents in the sidebar.
  2. Upload a file
    Click Upload — enter title, category (default: policy), and choose file (PDF/DOC/image). Submit to store in company_documents.
  3. Organize by category
    Use consistent categories (policy, handbook, form) so employees can filter on their portal.
  4. Employee access
    Employees with Document Upload/Storage feature see allowed files under Employee Documents on their portal.