Managing Employee Documents
Overview
LEO HR enables you to securely store and manage employee documents in one central location, making important information easy to access while supporting compliance and record keeping.
Before you begin
You'll need:
- Owner, Senior or Manager access
- An employee record
Step 1 – Open the employee record
From the dashboard, select Employees and open the relevant employee profile.
Step 2 – Upload documents
Select Documents and upload the required files, such as:
- Employment contracts
- Right to Work documents
- DBS certificates
- Training certificates
- Policies and acknowledgements
- Other employment records
Step 3 – Organise documents
Add document names and descriptions where appropriate to make records easier to locate in the future.
Step 4 – Save your changes
Uploaded documents will be securely stored within the employee record and remain available to authorised users.
Best Practice
Keep employee documents organised and remove or replace outdated versions where appropriate to maintain an accurate employment record.
Need Support?
If you need further assistance, please contact LEO HR Support through the Help Centre or email