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File Operations

Zuri HR enhances daily HR workflows by providing efficient file management tools that allow HR teams to organize and maintain employee documents with ease.


Key File Management Features

  • Move Files:
    Relocate documents between folders (e.g., move a certificate from “General” to “Certificates”) to maintain a clean and logical folder structure.

  • Copy Files:
    Duplicate documents for use in multiple folders or employee records, especially useful for shared references like policy acknowledgements or standard templates.

  • Delete Files:
    Remove outdated or incorrect documents with confirmation prompts to prevent accidental data loss.

  • Batch Actions:
    Select multiple files to move, copy, or delete in bulk—saving time when managing large numbers of records.


Use Cases in HR Workflows

  • Reorganize employee folders during audits or departmental changes.

  • Copy a contract to both the “Contract” and “General Documents” folder for quick reference.

  • Clean up inactive employee files after off-boarding, retaining only necessary documents.


Access Points

  • Employee, Employee Document:
    Manage documents across all employees, apply batch operations quickly.

  • Employee, Employee List, Employee Profile, Employee Document Tab:
    Perform actions within an individual’s document set.


Security & Logging

  • Role-based permissions restrict file operations to authorized users.

  • All actions (move, copy, delete) are logged for transparency.