How to Request Documents/Files From Employees in Horilla HRMS | Best Open Source HRMS Software

1. 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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