How to Request Documents/Files From Employees in Horilla HRMS | Best Open Source HRMS Software
21. Document Requests Module:
Create a Request: Use a dedicated module to create a formal document request.
Assign to Employee: Assign the request to the specific employee.
Track Progress: Monitor the status of the request.
2. Employee Self-Service Portal:
Allow Employees to Upload Documents: Provide a secure portal where employees can upload required documents.
Set Up Workflows: Automate the approval process for uploaded documents.
A document request feature in an HRMS (Human Resource Management System) is a valuable tool for streamlining communication and ensuring compliance with various HR processes.
Here are some of its key uses:
a. Employee Onboarding:
Requesting essential documents like proof of identity, address, and qualifications.
Streamlining the onboarding process and ensuring compliance with employment regulations.
b. Performance Reviews:
Requesting supporting documents for performance reviews, such as project deliverables or client feedback.
Ensuring that performance evaluations are based on objective evidence.
3. Employee Self-Service:
Allowing employees to submit documents directly through the HRMS, reduces administrative burden.
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