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Sharing Company Documents

When you create or edit a company document, two fields on the form control who can see it: Share Departments and Share Employees.

The two sharing fields on the company document form

FieldWho it shares with
Share DepartmentsEveryone in the departments you pick
Share EmployeesOnly the specific people you pick
Choose one, not both

You can share a document by department or by employee — not both at the same time. IceHrm only lets you save when exactly one of the two fields is filled in.

Share with departments

Use this for documents that apply to whole teams — policies, procedures, department announcements.

  1. Open the company document (Add New, or Edit an existing one).
  2. In Share Departments, select one or more departments.
  3. Leave Share Employees empty.
  4. Click Save.

Example: choosing "Marketing Department" and "Head Office" means everyone assigned to either department can see the document.

Share with specific employees

Use this for confidential or role-specific documents.

  1. Open the company document.
  2. In Share Employees, select the individuals.
  3. Leave Share Departments empty.
  4. Click Save.

Example: choosing two named people means only those two can see it, whatever their department.

Summary

How you sharedWho can view
Share DepartmentsAll employees in those departments
Share EmployeesOnly those individuals
Neither field filledNo one — the document isn't shared

Employees see documents shared with them under Documents → My Documents → Company Documents.