Where they are
In the menu, under Personal, open My documents. You'll find:
- Your folders: your documents, payslips, statements and what your company keeps about you.
- Shared with you: documents from your teams and the company, such as the internal rules.
- To read: documents your company asks you to confirm you have read.
Required documents
Your company may ask you for documents, such as your citizen card (cartão de cidadão) or proof of your IBAN. While one is missing, you see a reminder at the top of the screen.
- In My documents, find the requested document.
- Select Upload and choose the file, or take a photo on your phone (for the citizen card, the front and the back).
- If the document has an expiry date, enter it.
Some companies check a document before marking it as delivered. If it is turned down, you see the reason and upload another one.
For owners and HR: validating on the employee's record
If your company checks uploaded documents, an owner or HR can decide straight from the employee's record, without going to Approvals.
- Open the person's record in People and choose the Documents tab.
- On documents marked Awaiting validation, select Validate to mark them as delivered.
- To turn one down, select Reject and write the reason. Whoever uploaded the document gets a notification with that reason and can upload another one.
Nobody validates a document they uploaded, or their own documents. The decision is logged, just as in Approvals, where documents awaiting validation still appear.
Who can see your documents
Your personal documents are seen only by you and by the people who manage staff at your company, such as HR. Your colleagues can't see them. Health documents are always private. Every time a document is opened or downloaded, it is logged.
Downloading
Open a document to view it on screen and select Download to save a copy. Files up to 100 MB are accepted.