Company owners and HR managers who keep employee contracts and HR documents
How to Use Employee Files, Photos and Document Review in WatheeqaHR
Employee files is an opt-in module. The company Owner turns it on in Settings, then HR can add a profile photo and HR documents (contract, offer letter, employment letter, certificate, qualification, NDA or other) to each employee, set expiry dates, and accept or reject each file. Every file is malware-scanned before anyone can open it, and files are stored encrypted in a private bucket with access by role only.
Steps
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Owner: turn the module on
The company Owner opens Settings, finds Employee files, and turns it on. It is available on the trial, Starter and Growth plans. Only the Owner can change these options, including whether employees may upload their own documents and which admins get access.
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Open the employee's Files tab
Go to Employees, select an employee, and open the Files tab.
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Upload a profile photo or a document
Upload a profile photo, or choose Upload document, pick the type (contract, offer letter, employment letter, certificate, qualification, NDA or other) and select a PDF, JPEG or PNG file. A file shows as waiting or being checked until the malware scan finishes; it cannot be opened before then, and a file that fails the scan is blocked.
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Set an expiry date
Add an optional expiry date when you upload, or use Change expiry date later. WatheeqaHR shows whether a file is valid, expiring soon or expired, and sends expiry alerts if the Owner has left them on.
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Review each file
An authorized reviewer can Accept a document, or Reject it with a required reason. New files start as Pending review.
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Replace, archive or delete
Replace a file with a new version, archive it to hide it while keeping the history, or delete it permanently.
Frequently asked questions
Who can see employee files?
How are files protected?
Is anything changed in the files I upload?
Can I upload passports, ID cards or visas here?
What happens if I turn the module off?
Still need help?
Contact your account owner/admin, or reach our support team from inside the app.
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