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Company Documents

Company documents are files you share across the organisation — a staff handbook, a policy, an announcement. You decide who sees each one.

Open the Documents area, click Documents under Manage, and stay on the Company Documents tab. Each document is listed with a status badge and, on the right, buttons to Edit, open its Content, and Delete.

The Company Documents tab

Adding a company document

Click + Add New to open the form and fill in:

  • Name — a clear title, e.g. "Employee Handbook 2026".
  • Description — a short summary of the document (plain text).
  • Status — set to Active to make it available.
  • Attachment — optionally Upload an existing file (PDF, Word, etc.).
  • Share Departments — share with everyone in the chosen departments.
  • Share Employees — share with specific individuals.

Click Save when done.

Choosing who sees the document (the two Share fields) is covered in detail in Sharing company documents.

Writing the document content

Beyond a short description or an attached file, each company document has its own rich Content document you can write directly in IceHrm. Click the Content button on a document to open the editor, where you can add headings, formatted text, lists, and images.

  • Admins can edit the content.
  • Managers and employees the document is shared with can open and read the content, but not change it.

So you can share a policy three ways — a short description, an uploaded file, or a written Content document — whichever suits.

Where employees see them

An employee finds the company documents shared with them under Documents → My Documents → Company Documents.

Good candidates for company documents

  • Everyone: staff handbook, code of conduct, announcements
  • A department: team policies, procedures, training material
  • Specific people: a confidential memo for a named group

Tips

  1. Name clearly so documents are easy to find.
  2. Review who has access to sensitive files from time to time.
  3. Prefer an attachment for formal documents you already have as a PDF.