Employee documents and announcements

Attach HR files and publish internal updates staff can find later.

Needs: Pro · HR

HR documents attach files to employee or HR records. Announcements are messages for staff, with controls for pinning, archiving and restoring them. Use the appropriate tool according to whether you are keeping a file or sharing an update.

Add an employee document

Upload through the employee or HR screen and check the title, employee association and any expiry date. The expiring-documents report can help identify items that need renewal.

HR files are stored privately and encrypted, never in the public media library: each file gets a random name and its own key, the folder refuses web requests, and a file opens only for someone with HR access. Pick the type that fits (contract, ID / government document such as a driver's licence or passport, certification, tax form) and add an expiry date to IDs and certifications so the expiring-documents report reminds you.

Publish an announcement

Authorized HR managers can create rich-text announcements and pin important messages. CRM viewers can read them without full HR management permission, so write for that audience.

Announcements can be archived and restored, and history snapshots preserve earlier content. After restoring one, review the wording and pin state before using it as a current announcement.

Help staff find the information

Use a descriptive title and include the action or date the reader needs. Keep long-lived links in department resources and use announcements for timely updates. Check the employee portal to see how the information appears to ordinary staff.