Some files, such as policies or certificates, might need to be reviewed on a regular basis. You can keep on top of these documents by setting expiry dates.
You can set an expiry date at the point of upload or any time after the file has been added to the system in Homerun HR.
Set an Expiry Date at Upload
Navigate to the area you want to add the file to, either Company Files or an employee's profile.
Click upload and tick the file expires. This will expand the page to display a date field. Enter the expiry date there, then click upload.
Set an Expiry Date after Upload
Navigate to the area where the file was uploaded, either Company Files or an employee's profile.
Hover over the file you want to add an expiry date to and click the cog icon. Select expiry, tick the file expires, then enter the expiry date.
NB: Only admin users and the person who uploaded the file can edit its settings after it has been uploaded.
Have questions?
Click the chat icon in the bottom right corner of your screen and we’ll be happy to help!