Documents on an employee's record
Each employee’s record holds their documents: contracts, IDs, certifications and permits. You choose, for each one, whether the employee can see it.
Who can add, share, download and archive an employee's documents: Owner, HR admin.
Open the employee’s profile and select the Documents tab. It has two parts: Documents, the files on the record, and Sent for signature, everything sent to this employee to sign.
Add a document
Section titled “Add a document”-
On the Documents tab, select Add document.
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Choose the file: a PDF, PNG, JPEG or Word (.docx) file of up to 10 MB. Cadre checks the type from the file’s content, not its name.
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Choose the Category: Contract, Offer letter, Identification, Certificate or certification, Permit, Policy or Other.
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Give it a Title.
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For a document that expires, choose Expires on. HR is alerted ahead of the date. See Expiring documents.
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Tick Share with the employee in My documents if they should see it. Leave it unticked to keep it for HR only.
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Select Add document.
The list shows each document’s category, expiry, when it was added and by whom, its size, and whether the employee sees it: Shared or HR only. A document the employee signed through Cadre is marked Signed in Cadre.
Change the expiry date
Section titled “Change the expiry date”Select the calendar button (Expiry date) on the document’s row, choose the new date, and select Save date. Select Does not expire to remove the date. The change is recorded in the audit trail.
Archive a document
Section titled “Archive a document”Documents are never deleted. Select Archive on a document’s row and give the reason. The document leaves the employee’s My documents, and stays on the record with the reason. Tick Show archived to see archived documents.
Signed documents
Section titled “Signed documents”When a document sent for signature is completed, the signed PDF is filed here automatically as a Contract, shared with the employee. See Send a document for signature.
Under Sent for signature, you see each request’s status, when it was sent, its sign-by date and who it is waiting for. Select Send for signature to send this employee a new document. Once an employment has ended, nothing new can be sent for signature.
What the employee sees
Section titled “What the employee sees”Under My documents, an employee sees the documents shared with them and the documents waiting for their signature. They never see a document kept for HR only, and aren’t told when one of those expires.
After someone leaves
Section titled “After someone leaves”An ended employee’s documents stay on their record. Their final payments are also recorded on this tab. See Exit payments.