Uploading Documents
Documents can be uploaded, team- and user-specific, to the Staff module by the admin on the account.
📂 Uploading Documents in PurelyHR: A Complete Guide
Managing documents in PurelyHR is simple and flexible. Whether you need to share files with your entire team or upload user-specific documents, the Staff module makes it easy.
✅ Can You Upload Documents for Everyone and Specific Users?
Yes! PurelyHR supports both:
- Shared Documents (Account Documents) – Accessible by multiple users based on privacy settings.
- Private Documents (User Documents) – Linked to individual user profiles.
🔐 Privacy Settings for Account Documents
When creating an Account Document, you can control visibility:
- Admins Only
- Admins & Managers
- Admins, Managers & Employees
You can also target specific Departments and/or Offices for better organization.
How to Set Privacy:
- Go to Staff Module → Documents (left navigation pane).
- Click Create Folder.
- Upload your document.
- Add Title, Description, and choose if it requires a signature.
- Click Upload.
Tip: The default Account Documents folder is viewable by all users.
👤 User-Specific Documents
By default, User Documents are visible to the user and Admin(s). When uploading, you’ll see three toggles:
- Require Signature – User must sign the document.
- Manager Access – Allows the user’s manager to view the document.
- Private Document – Only Admins can access.
Steps to Upload User Documents:
- Go to Staff Module → Staff Directory.
- Select the User.
- Click Documents Tab → User Documents.
- Upload the file:
- Add Title and Description.
- Choose the document.
- Click Open.
- Set optional toggles.
- Click Upload.
📄 File Types & Storage
- Supported extensions: .doc, .txt, .xls, .ppt, .pdf.
- All documents can be downloaded as PDF later.
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Accounts include 500 MB of storage ( Additional storage space available with subscription).
✅ Pro Tip: Use folders and privacy settings to keep your document library organized and secure.