Overview:
Employee Document Management is a centralized repository where all employee files can be securely stored and retained, even after they are no longer actively in use.
Prerequisites:
Required Plugin:
- Employee Document Management
Required Role:
- sn_hr_ef.admin (for document type creation)
Key Capabilities:
- Document Template Creation
- Create document templates in HTML or PDF formats.
- Utilize Document Template Scripts and Document Template Blocks to define content dynamically.
- Document Type Management
- Create document types tailored to your business needs.
- Security Rules: Restrict access to specific users for reading or writing documents.
- Retention Policy: Define retention policies to control how long documents remain active in an employee’s profile.
This functionality ensures secure storage, proper access control, and compliance with retention policies for all employee documents.
