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Documents

  • Adding Documents to New Employees and Leavers

    Uploading documents to new employees First, we need to turn on the settings in: People > Employees Depending on your settings at the bottom of the screen, you will see Add and Quick Add. Quick Add is ...

  • Uploading Company Documents and Categories

    Within HRWize, it is possible to add Company Documents that employees can access. A company document is usually something you'd like multiple employees to see such as an Employee Handbook, Policy & Pr...

  • Templates

    -  Wizer & Wizest version only - Within HRWize, Templates can be used to automatically generate a document that can be sent digitally to an employee or candidate, or recorded on their file. The templa...

  • Moving Multiple Documents to a New Category

    Within HRWize, it is possible to store both Employee and Company documents within categories (or folders) to enable better document management. It is possible to use a bulk action to select multiple d...

  • Electronically Signing Company Documents

    - Wizest version only - In HRWize's Documents module, it is possible to set up Company Documents that require an electronic signature from employees, for example, to signify that the document has been...

  • Employee Document and Categories

    Within HRWize, you can add documents against Employees and these are referred to as Employee Documents - this can also be done by employees themselves if required. By default, Employee Documents are n...

  • Mandatory Documents

    Within HRWize, you have the ability to distinguish certain documents as mandatory documents. Mandatory documents are types of documents that, by law, certain companies are required to keep a record of...

  • Document Backups

    Alongside being able to take CSV file backups of all of your data at any time, it is also possible to download a Zip file containing all documents which are present in the system. As an administrator,...