Answered

Naming convention for personnel documents

  • 12 April 2024
  • 1 reply
  • 11 views

Hi, we are currently working on the implementation of Personio. I am trying to find out how we can set a naming convention for documents to be uploaded into the employees' files. We want to make sure that all employees use the same naming for their documents. 

Thanks for any support! 

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Best answer by International Support Team 16 April 2024, 16:17

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Userlevel 5

Hi @Lotte,

Documents uploaded to Personio can be named in any way, however, you can utilize Document categories to help you to organize and store employee documents. Create customized categories like “Payroll”, “Company Policies”, or “References” before you start creating and storing templates. Then, you can use Document templates as a basis to generate employee-specific documents by inserting placeholders, gender variables, and text blocks for selection and you will be able to give these the specific titles you need. Once you have created Document categories and Document templates, you can upload them to the employee’s profile in the Documents tab.

For further information, please see our Help Center article: Manage document categories and templates 

If you have not already done so, you may be interested in completing this course from our Voyager Academy: Masterclass: Manage documents 🎓

If you have any further questions, please let me know! 😀

Best,

Steve

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