Paid module
HR Document Management and Secure Storage
Keep company and employee documents organised with clear access, retention and activity records.
- Price
- €5 + VAT
- Billing
- per active employee/month
- Platform role
- Paid module
Desired outcome
Keep HR documents organised and access clear
Secure document storage starts with knowing where files belong and who should be able to use them.
Company and employee spaces use built-in roles, while private company spaces can also use reusable access groups.
How the workflow works
Give every document the right space and access
Organise files around how your HR team and employees need to use them.
- 01
Choose the space
Use a public or private company space, or a shared or private employee space.
- 02
Set access
Apply built-in roles or reusable groups for private company spaces.
- 03
Manage the record
Add files, folders, retention rules and the information your team needs.
Product overview
See Documents in context
See how company and employee document spaces keep files organised with access suited to each space.
Document spaces
Company and employee files
Company policies
Active employees can view and download
12 filesPeople Operations
Documents roles and access groups
Jane Doe
Employee and authorised Users administrators
6 filesJane Doe
Authorised Users administrators only
4 filesOptional retentionApplied per space
Activity recordedActor and timestamp
Capability detail
HR Omni Documents keeps company and employee files in dedicated spaces with clear access rules. It uses the user and employment records already held in HR Omni.
Choose the Right Space for Each Document
Public company spaces make shared files available to active employees. Private company spaces use Documents roles and access groups to control who can view or manage their contents.
Shared employee spaces give the employee and authorised administrators access to the same records. Private employee spaces keep access with authorised HR administrators. This supports secure employee record storage without mixing personal files with wider company documents.
Control Access to Private Company Spaces
Reusable access groups provide read-only, read and write, or manage access to private company spaces. Employees and spaces can use more than one group, making it easier to match access to real responsibilities.
Folders inside a space inherit its access. A private space can act as an HR document vault for records that should only be available to authorised people.
Organise Files and Keep Useful Context
Upload, download, preview and delete supported files. Use nested folders, categories, comments and owner information to keep records easier to understand and find.
Apply Retention and Review Activity
Create reusable retention policies and apply them to spaces. Each policy sets a period in months and an action, helping your team use the same document rules across related records.
Activity records show who uploaded, downloaded, previewed or deleted a document. They also record changes to spaces and access groups.
Add Documents When You Need It
Documents costs €5 plus VAT per active employee each month. Billing is prorated and charged the following month, with no minimum seat count or fixed term.
Good fit when
Company and employee files need different access
Documents suits HR teams that need shared policies, private company records and employee document spaces in one platform.
Document governance
You want consistent retention and activity records
Apply reusable retention policies to spaces and review who uploaded, downloaded, previewed or deleted documents.
Continue your evaluation