Relevant associations
Link document records to employees, candidates or owners so files retain their business context.
Employee operations · Document management
Keep people documents with the right context and access.
Organise private files around employees, candidates and authorised owners.
Inside Document management
What your team can do
- Relevant associations
- Controlled uploads
- Authenticated downloads
- File records and visibility
The purpose
Document management, in context.
Employment documents need clear ownership and controlled retrieval. UmiHR associates files with an employee, candidate or owner, records document metadata and serves downloads through authenticated access. It gives teams a working document register alongside the person or process the file supports.
Controlled uploads
Apply permitted content types and file-size limits during private upload.
Authenticated downloads
Deliver private files only through the application’s authenticated download process.
File records and visibility
Retain metadata, a SHA-256 digest, visibility classification and a soft-deletion state for document administration.
A connected workflow
From the first action to a clear outcome.
Select the relevant person or owner.
Upload a permitted document and classify its visibility.
Authorised users retrieve it through the workspace.
Maintain the document record as circumstances change.
Access & scope
Clear responsibilities. Informed expectations.
Document access depends on workspace, role and the associated employee or candidate relationship.
Scope to consider
Malware scanning, OCR, e-signatures, automated retention and legal hold are not included. Review storage and backup arrangements during deployment.
A closer look
Are uploaded files public links?
The application uses private uploads and authenticated downloads. The hosting and storage configuration must preserve that access model.
Can this module be included in our package?
Module access is configured through the subscription plan and then checked against each user’s role. Discuss the combination of modules and employee capacity you need with the UmiHR team.
Connected by design
Continue the workflow.
Core HR & organisation
Bring employee records, reporting relationships, departments and locations together in one organised workspace.
Explore Core HR & organisationOnboarding
Coordinate preboarding and new-hire tasks with visible owners, due dates and progress.
Explore OnboardingCompliance tracking
Maintain a register of compliance activities, evidence notes and due dates.
Explore Compliance trackingSee document management in your team’s context.
Tell us about your team, your current processes and the workflows you want to improve.