Assign document roleDocument Access Rules
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Apply module-level document permissions for viewing all files, viewing own files, uploading and verifying so sensitive employee documents remain available only to appropriate users.
Own-document permission supports portal access without exposing other employees.
Apply module-level document permissions for viewing all files, viewing own files, uploading and verifying so sensitive employee documents remain available only to appropriate users.
Apply module-level document permissions for viewing all files, viewing own files, uploading and verifying so sensitive employee documents remain available only to appropriate users.
Employees and portal users can be limited to their own document records.
Users with broader document permissions can manage documents across employee records.
Upload and verify permissions are separate from read permissions, and the verify permission also governs deletion.
Choose a view to see how this module keeps daily HR work structured and reviewable.
Own-document permission supports portal access without exposing other employees.
Values remain traceable in HRM.Employees can be scoped to their own document history.
HR roles can receive cross-employee document access.
Adding files is controlled independently from viewing files.
Verification decisions — and deletion — sit behind the verify permission.
Document-type rules decide what is mandatory, what formats apply and whether review is on.
Official document verification can remain public without exposing HRM internals.
Shared context keeps this workflow aligned with employee documents records.
ConnectedShared context keeps this workflow aligned with document verification records.
ConnectedShared context keeps this workflow aligned with QR verification records.
ConnectedShared context keeps this workflow aligned with access control records.
ConnectedShared context keeps this workflow aligned with employee portal records.
ConnectedNo. Own-document access is scoped to the employee's own record.
Yes. Upload and verify permissions are separate actions.
Deletion is governed by the verify permission — the same trusted role that rules on authenticity.
Map your current workflow to the right HRM setup, permissions and rollout plan.