Protect employee documents with scoped permissions.
Apply document permissions for viewing all files, viewing own files, uploading and deleting so sensitive employee documents remain available only to appropriate users.
Document Access Rules
01Assign document roleDocument Access Rules process stepActive
02Open document areaDocument Access Rules process stepActive
03Check permissionDocument Access Rules process stepActive
Document Access Rules workflows that stay connected.
Apply document permissions for viewing all files, viewing own files, uploading and deleting so sensitive employee documents remain available only to appropriate users.
Own-record access
Employees and portal users can be limited to their own document records.
HR visibility
Users with broader document permissions can manage documents across employee records.
Action controls
Upload and delete permissions are separate from read permissions.
Document Access Rules work stays structured from setup to review.
Apply document permissions for viewing all files, viewing own files, uploading and deleting so sensitive employee documents remain available only to appropriate users.
- Assign document role
- Open document area
- Check permission
- Allow scoped action
Document Access Rules controls keep records clean and traceable.
Choose a view to see how this module keeps daily HR work structured and reviewable.
Own
Own-document permission supports portal access without exposing other employees.
Values remain traceable in HRM.Details that make document access rules dependable.
Own document visibility
Employees can be scoped to their own document history.
All document visibility
HR roles can receive cross-employee document access.
Upload permission
Adding files is controlled independently from viewing files.
Delete permission
Removal is restricted to explicit document delete permission.
Portal-safe endpoints
Employee portal document access remains tied to the logged-in employee.
Verification alignment
Official document verification can remain public without exposing HRM internals.
Document Access Rules works with the rest of HRM.
Employee Documents
Shared context keeps this workflow aligned with employee documents records.
ConnectedDocument Verification
Shared context keeps this workflow aligned with document verification records.
ConnectedQR Verification
Shared context keeps this workflow aligned with qr verification records.
ConnectedAccess Control
Shared context keeps this workflow aligned with access control records.
ConnectedEmployee Portal
Shared context keeps this workflow aligned with employee portal records.
ConnectedWhat HR teams usually ask about document access rules.
No. Own-document access is scoped to the employee's own record.
Yes. Upload and delete permissions are separate actions.
Yes. Public verification uses tokenized document proof, not HRM login access.
See how document access rules fits your HR operation.
Map your current workflow to the right HRM setup, permissions and rollout plan.