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Ask employees to complete and upload a document

  • October 11, 2024
  • 1 Antwort
  • 0 Aufrufe
L
First Steps

We require all employees to complete a declaration of interest form annually. Currently this is done via Word / Excel but I would like to automate it on Personio. The process would ideally be something like this:

  1. All employees are notified that they need to complete their annual declaration of interests
  2. They are prompted to complete the key information fields (date, name of organisation, details of potential conflict)
  3. This information is then stored on their profile (either as an employee attribute or a document?)
  4. We can then run a report to see who has / hasn’t done it

I know something similar can be done during onboarding in terms of asking employees to complete sections of their profile directly but I was wondering whether there was a workaround outside of onboarding?

1 Antwort

P
Busy Bee
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Adding to the above, you could give them access to upload into a document category, perhaps create one just for the declaration forms and then set up a workflow to notify you when someone uploads a document into that catagory. That way you could update an tracker you have around this, without having to manually check peoples files. 

 

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