Use My HRM Documents
Upload and download employee documents from self-service.
My Documents stores employee files such as contracts, agreements, and tax forms.
Open My Documents
Open HRM > Me > Documents. The page lists the documents available to the signed-in employee. Each row shows the document name, file type, uploaded date, and a download action.
Common document examples:
- employment contract
- NDA or confidentiality agreement
- tax form
- policy acknowledgement
- onboarding document
- HR letter
Upload A Document
- Open HRM > Me > Documents.
- Select Upload document.
- Choose the file.
- Confirm it appears in the document list.
Use clear filenames so HR and the employee can identify the document later.
Include the document type and period when relevant, such as
Tax form 2026 or Employment contract signed.
Upload only documents that belong in the employee file. Use the workspace Files module for general company files, policies, or shared team documents that are not specific to one employee.
If the document requires HR approval or a signed copy, follow your internal HR process after upload. Uploading the file does not automatically mean HR has reviewed or accepted it.
Before Uploading
Check whether the file should be visible to the employee, HR only, or another workspace area. Do not upload general policies, team files, or customer files to an employee document list just because they are easy to store there.
Remove unnecessary personal data before uploading when the document does not require it. Employee document storage should contain what HR needs, not extra copies of sensitive information.
Download A Document
Find the document and select Download.
Download files when you need a local copy for review, signing, compliance, or personal records.
After downloading, store the local copy carefully. HRM documents can include private employment, tax, identity, or compensation details.
What Employees Should Check
Before considering an HRM document complete, confirm:
- the document belongs to the correct employee
- the file opens after download
- the uploaded date matches the expected version
- a signed version replaced any draft copy when needed
- sensitive files are not duplicated unnecessarily
If a Document Is Missing
Ask an HRM admin to upload or attach the file to the employee record. Employees may not be able to see every internal HR document from self-service.
Tell the admin which document you expected, the employee profile, and whether you need to upload a new copy or access an existing HR file. If the document was recently uploaded, refresh the page and confirm you are signed into the correct workspace.
If the document is sensitive, avoid sending it through chat or email while troubleshooting. Ask the HRM admin to verify the employee record and upload location instead.
If you belong to more than one workspace, confirm you are viewing the correct organization before reporting a missing document.
Version Guidance
When replacing a document:
- use a filename that shows the new version or signed state
- avoid keeping draft and final copies with nearly identical names
- download the uploaded file once to confirm it opens
- ask HR before deleting old files that may be needed for history
Admin Handoff Details
When asking HR to review a document issue, include the document name, employee profile, expected version, upload date if known, and whether the request is for upload, replacement, download access, or removal.