Document Management
Note
The latest documentation is available here.
Document Types
Document Types tab is used to define various documents relevant to your organization. The employees are able to upload documents under these categories.
Expire Notifications
When defining document types you can define before how many days icehrm should notify the user about the expiring documents.
A sample expiry email is shown below:
The notification cron should be setup for this feature to function properly. Please check here.
Employee Documents
Administrators and Managers can use “Employee Documents” tab to explore and manage documents uploaded by employees or add new documents to employees.
Settings
Set Notifications: Send Document Expiry Emails to No if you don’t wish to receive document expiry
notifications.
Also set Notifications: Copy Document Expiry Emails to Manager to Yes if you want to send all document
expiry notifications to respective managers also