Humaans allows you to attach documents to the profiles of each employee. In this guide, we'll go through the personal and private documents, how to add them to an employee profile, and how to manage who can access them.
Employee document types
There are two employee document types.
Personal documents are documents that the employee can see on their profile.
Private documents are documents that the employee will not be able to see in their profile.
Adding an employee document
You can add an employee document with the following steps:
In the People dashboard, click on the desired employee, then click Full profile.
In the employee profile, click Documents in the left-hand corner.
Click Add document under Personal documents or Private documents, depending on your needs.
You can change the document issue date by unchecking the Issued today option and choosing a date from the calendar.
You can upload the document, or link to hosted files and sites such as Google Drive folders or Notion pages.
If you are adding a new type of document, you can create it by typing in the new title and clicking Add.
When ready, click Confirm and save document.
Editing/deleting an employee document
You can edit or delete an existing document with the following steps:
In the People dashboard, click on the desired employee, then click Full profile.
In the employee profile, click Documents in the left-hand corner.
find the document you wish to change/delete, and click the ... icon.
Depending on what you're looking to achieve, click Edit or Delete
Adding a new document type
To add a new document type, follow these steps:
In the Home menu, click Settings, then click Permissions.
Scroll down to Document types, and click Add document type
Each role will have two checkboxes which allow them to either view or edit the data point in question.
When you have decided who can add the document type, click Save.
Managing document access
Users with Owner permissions can manage which users can read and write specific documents within Humaans.
You can change document permissions, follow these steps:
In the Home menu, click Settings, then click Documents.
Scroll down to Document types, and click Edit on the document point you wish to review/change.
Each role will have two checkboxes which allow them to either read or write the data point in question.
When you are ready, click Save.
As a standard, all Personal documents can be accessed by Owners and the Employees they relate to.
To change access to a type of document select Edit. There you can choose which user users have access to view and upload / edit. Once you check the desired access boxes click save.