Paperwork
Create, issue, track and securely store all of your vital HR documents online. With a broad range of smart features and document libraries, managing HR documents will be a breeze.
24 articles
Using the Admin Paperwork page
Reviewing everything that has changed or needs attention can be achieved on the paperwork page
Requesting an approval
How to request an approval from someone within your organisation
Assigning a single paperwork item to a person
Assign Worknice paperwork to new and existing people to capture all the data you need in one organised and secure place.
Paperwork expiry and due date
Manage compliance and data hygiene by adding in expiry or due dates
Paperwork FAQs
Here are some of the most common questions we hear about Paperwork.
Paperwork troubleshooting
Troubleshoot issues or requirements with your paperwork
Documents
Dynamic document template field types
Explore all the available types and configurations of dynamic document fields
Dynamic document preparation tips
Some tips on formatting dynamic document templates to ensure the best experience for your people
Creating a dynamic document template
Turn your document templates into personalised documents or document forms for each of your employees using text, date and digital signature inputs
Updating a dynamic document template
A quick guide on how to update your existing document templates
Creating a static document template
Create static document templates to distribute to multiple employees now and into the future - perfect for policies, job descriptions and more.
Uploading an existing document
How to upload and share existing documents
Document template audit trail
Who in the business is compliant or has access to particular types of documentation
Certificates
Uploading an existing certificate
You may want to track compliance of your existing employee and contractor certificates. This article explains how you can upload them into Worknice.
Verifying certificates
The ability to verify (or reject) Certificates make them a powerful tool to ensure compliance in your business. In this article we explore this feature in detail.
Creating a certificate template
A guide on how to build and tailor your certificate templates ready to issue to existing employees and new hires
Forms
Configuring form settings
Forms can be configured to capture account defined people data in an organised and flexible way.
Introduction to forms
Capture important people data in a structured and flexible way using forms
Bundles
Adding & removing people to bundles
How to add people to a bundle so you can track completion or compliance
Assigning a bundle to a person
How to assign people a bundle from your company bundle templates
Bundles for automating workflows
Tips on how to make bundles to improve workflows such as onboarding
Bundles for paperwork compliance
Tips on how to use bundles to automate compliance
Creating Bundles
Enhance process efficiency by grouping multiple items together to form a bundle
Updating Bundles
How to easily update bundles