How To Publish an essential document

Publishing essential documents to HR Docs

To publish documents, you need to be an Admin or a Manager with 'HR Docs' permissions for the relevant offices.

Steps to Publish Documents

• Log in to HRLocker:

  • Use your Admin or Manager credentials to access HRLocker.

• Navigate to HR Docs:

  • Click on HR Docs.

• Add a New Document:

  • Click on the Add New button to begin uploading a document.

• Enter Document Details:

  • Provide the document name and a description.
  • Upload the file that you want to publish.

• Choose Recipients:

  • Select the audience for the document. You can publish the document by:
    • Office
    • Department
    • User Type
    • Specific Employee(s)

• Mark as Essential:

  • If you want to require employees to acknowledge the document, check the “essential document” checkbox.
    • This will prompt employees to read, sign, and confirm that they have read and understood the document.
    • This confirmation constitutes an electronic signature, serving as an official acknowledgment.

• Submit:

  • Press the Submit button to publish the document. It will be sent to the selected employees and available in their HR Docs section for review and acknowledgment.