Documents - Time Off
Manage leave documents with automatic attachment
Documents Time Off module integrates document management with leave system, automatically transfers attached documents from leave requests to Documents.
Documents are securely stored in employee folder with controlled access rights.
Attach documents to leave request
Attach supporting documents (medical certificate, summons) to leave request.
Key points
• Documents are saved to employee folder in Documents.
• Only employee and HR can view documents.
Steps
1. Go to Time Off → My Time Off → New.
2. Fill leave request information: Time Off Type, Dates, Duration.
3. Click attachment button (📎) to upload document.
4. Select file from computer (PDF, image, etc.).
5. Click Save to save leave request.
6. Document will automatically transfer to Documents.
View leave documents in Documents
Access leave request attached documents from Documents or from leave request form.
Steps
1. From Documents: Go to employee folder → find documents with Time Off tag.
2. From Time Off: Open leave request → view attached documents in Attachments tab.
3. Documents are automatically tagged Time Off for easy searching.
Interface terminology
| English | Description |
|---|---|
| Time Off | Leave request |
| Leave Request | Leave request |
| Attachment | Document attached to leave request |
| Employee Folder | Employee personal folder |
Manage document access rights
Leave documents are secured with restricted access rights.
Key points
• Employee has view-only rights to their own documents.
• HR has view and edit rights to all leave documents.
• Documents cannot be publicly shared via link.
• Access rights are inherited from employee folder.
Configure integration
Documents integration with Time Off is automatically activated when both modules are installed.
Key points
• No additional configuration needed, integration works immediately after installation.
• Documents are automatically transferred from Attachments to Documents.
• Time Off tag is automatically assigned to leave documents.
Practical tips
Key points
• Require employees to attach supporting documents when requesting sick leave.
• Use tags to classify leave documents (Sick Leave, Annual Leave, Maternity Leave).
• Check attached documents before approving leave request.
• Store leave documents for future reference when needed.