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Employee Document Management


Zuri HR provides a robust document management system to help you securely store, organize, and access important HR documents for each employee or across the organization. This ensures compliance, easy retrieval, and centralized record-keeping.


Key Features

  • Upload and categorize documents such as:

    • Contracts

    • ID Copies

    • Certificates

    • Leave Letters

    • Medical Reports

  • Create custom folders (e.g., Certificates, Leave, Performance Reviews) to keep documents well-organized.

  • Role-based access ensures only authorized users can view or modify documents.


Two Ways to Access & Manage Documents


Option 1: Global Document Repository

  • Navigate to Employee, Employee Document.

  • This section displays documents for all employees in one place.


Option 2: Individual Employee Documents

  • Navigate to Employee , Employee List.

  • Click on an employee row to open their profile.

  • Go to the Employee Document tab.

  • This section contains documents specific to the selected employee.

  • You can:

    • Create custom folders (e.g., Certificates, Leave)

    • Upload new documents directly into the appropriate folder


Best Practices for Document Management

  • Use clear folder names to group related documents.

  • Ensure all contracts and compliance-related files are uploaded and backed up.

  • Regularly review and update files to keep records current.