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Documents

  • Whenever I add a new user, a lot of electronic signature documents appear

    To understand what is happening with new hires and electronic signature documents demand, we need to first understand how does the “Signature electronic documents” work in HRWize.  When we set the “Si...

  • Add Emails in Company Documents

    You can now add emails into documents section of HRWize! To do this, go to: Documents > Company Documents Once there, scroll down until you see the image below: You can then drag the an email and drop...

  • Adding Documents to New Employees and Leavers

    Click on People button > Employees Depending on your settings at the bottom of the screen, you will see Add and Quick Add. Quick Add is the bare minimum you can add to an employee, whereas Add is wher...

  • Bulk Archive or Delete Comments

    You can now bulk Archive or Delete both Company and Employee documents.  When viewing a table of documents, click in the checkbox to the right-hand side of the relevant documents, scroll down below th...

  • Documents Access & Uploading

    A company document is usually something you'd like multiple employees to see such as an Employee Handbook, Policy & Procedures or Training materials. You can add company documents as either an Admin o...

  • Templates

    Within HRWize, templates are a type of file that can be used to automatically generate a letter that can be sent digitally to an employee or candidate. These templates are created in a rich text forma...

  • Electronically Signing Company Documents

    *Wizest version only* Company documents can be set up to require an electronic signature from employees to signify that this document has been read and understood. When a document is signed, several p...

  • 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...