Requesting and issuing documents

From an employee's profile you can ask them for a document (e.g. a copy of a certificate) or issue one to them (uploaded or generated from a template). The employee handles it on My HR data and can also request documents themselves.

Request types

Manage request types under Settings → HR settings → Doc requests. Each type has a Direction:

• Employee uploads – HR asks the employee for something and the employee uploads it.
• HR provides – the employee receives a document from HR. You can link a Generation template to this type and allow Employee can request.

Requesting or issuing from the profile

On the profile's Documents tab click New request / issue, pick a type, and add a note and due date if needed.

• For Employee uploads, the employee is notified and uploads the file on My HR data. The request becomes Fulfilled and HR managers are notified.
• For HR provides, you can attach the document right away – the request is then fulfilled immediately – or upload it later, or create it with Generate from template. The employee is notified and can download it.

You can also reject a request; the employee is notified of that too.

When the employee asks

On My HR data the employee can use New document request for any type with Employee can request switched on. HR managers are notified and fulfil or reject it from the employee's profile.

You can send the same request to several employees at once from the HR Profiles list with the Send document request bulk action.