Document management
- Can documents be signed?
- Who has access to the documents?
- Can I create more folders?
- What storage capacity do I have in my Document manager?
- How can I upload documents from the web panel?
- Can I upload payrolls to the Document manager?
- What is the Document manager and how is it structured?
- Can folders not visible to the employee be created in the Document manager?
- What are general documents?
- What are shared and custom folders?
- Can I restrict access to shared folders for specific roles?
- What are document templates?
- How does document bulk sending work?
- What is Simple Signature and how does it work?
- How will the employee and administrator be notified regarding the signing of documents?
- How can employees sign documents?
- How can I use bulk sending to request employees to fill in and sign documents?
- How can I modify access to shared folders?
- Can I increase my Document manager storage capacity?
What are general documents?
Employees’ documents are a really valuable asset for your company. It is therefore essential that they are properly organised. In Sesame, you will find two types of folders for storing and sharing your employees' documents.
Firstly, there are the general folders that are created by default.
Go to the menu on the left and search for the tool “Documents” and access “General”.
In order to upload documents to each of these folders, click on “Upload documents”, select the folder in which you want to upload the files and assign it to the corresponding employee.
The same document can be sent to the employee you choose through general folders. Once the file is uploaded, it is stored in each employee folder
- Tickets: it groups all tickets, receipts, invoices and other expenses associated with your employees’ work activity like trips, meals, pieces of training, etc.
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Payrolls: it imports on a large scale the payslips of all your employees so that they can access them at any time.
Labour documents: stores all work-related documents of employees. For instance: contracts, qualification certificates, etc. - Supporting documents: all doctor appointment, sick leave or work absence related documents that either employees or administrators upload will be saved here.
- Clock in/out pictures: pictures taken during clock in/out through tablet will be stored here.