Along with all the great features for absence management, you also get access to unlimited document storage on BrightHR which is all securely stored in the cloud.

Document Folders

Company Wide Documents

If you head to your documents on BrightHR you'll see we've already created some folders for you.

One of these is the folder with your company name on it, which is your company-wide folder. This means that all employees will be able to access documents uploaded in here. You could use this to store your company handbook, working from home policy and more!

My Documents

In your documents you will also see a folder for 'My documents', this folder is for any of your own personal documents, only your manager or another admin will see documents uploaded in here.

Admin Documents 

The next folder you'll see is the 'Admin' folder this folder is only visible to - yes, you guessed it- admins. You could upload a document template for appraisals or return to work forms, anything that only admins will need to see.

Employee Documents

n your documents you'll also have a folder for each team that you've created on BrightHR, if you open up one of these folders you'll then see a folder for each employee that is assigned to that team.

In here is where you can upload any documents specific to an employee, you can upload the employee's contract of employment, latest appraisal or even their latest training certificate.

In an employees document folder, you can also create your own custom sub-folders using the 'New folder' button to make finding the document you need even easier. 

Document To-do List

This handy feature will collate any required actions attached to any documents such as follow up, read receipts etc. 

You can even filter down based on the action needed! You'll be managing documents like a pro in no time. 

Uploading Documents

Now you know where to upload your documents let's go over how you upload them. 

Watch our how-to video to see it in action...

Read Receipts

Another great feature on BrightHR is the ability to set read receipts, this allows you to see when a document has been downloaded by your employees. 

When uploading a document select the 'Everyone with access' button to send a read receipt to all employees or select 'Specific users' to select the employees you want to send a read receipt to.

After a read receipt has been added to a document you can see real-time updates on the status of the read receipt, just click the three dots on the document and select 'Read receipts & acceptance', simple as that!

Acceptance

Very similar to read receipts, this is attached to a document to see that an employee has accepted the document before downloading it to read. 

Again just like read receipts, you will have the option to make visible to 'Everyone with access', Admins & managers and 'Specific users' 

The confirmation that they have accepted the document, will be viewable again via the 3 dots in the document settings along with the read receipts! 

Document Follow-up

Need a handy reminder to follow-up a document? Just head to a document you've uploaded, click the three dots to the right and click 'Set follow-up'. You can then select the date that this is due and BrightHR does the rest! You'll receive an email reminder when this is coming up. You could use this for employee appraisals, training reminders and more!

Document Reports

Want to see all of your employee's read receipts, acceptance and follow-ups all in a glance? click the 'Create report' button in any folder to build your own custom document report. This will not only allow you to view this information all at once, you could even include details of your own choosing from any of the fields available.