Contents of this article are applicable to the following users
Product: HRAny
Platform: Web
Access Level: Owner
Use Company documents to share official company handbooks and policies and track staff’s acknowledgements. Upload documents, publish them to your organisation, and see how many staff have acknowledged each document.
Company document feature is available under HRAny. If you would like to enable HRAny, reach out to us via the help chat.
This guide will cover how to:
Adding Company Documents
To add a new company document:
Go to HR > open Company Documents in the sidebar
Click Add Company Document.
In the modal:
Enter a document name.
Upload a PDF file from your device. Maximum file size: 10 MB.
Click Add.
The new document appears in the table with draft status.
Publishing and unpublishing company documents
Publishing Company Documents
Documents start as Draft. Only Published documents are visible to staff and can be acknowledged.
To publish a document,
On the Company Documents page, find the document and click Publish.
In the confirmation modal, click Publish to confirm.
The following behavior happens:
Staff will receive an in-app notification when a new company document is published.
They can view and acknowledge the document directly from the mobile app.
Acknowledgement tracking starts for that document. The Acknowledgements column shows how many staff have acknowledged the document (e.g. 5/10 for published documents).
Unpublishing Company Documents
To unpublish a document,
On the Company Documents page, find the published document and click Unpublish.
In the confirmation modal, click Unpublish to confirm.
The following behavior happens:
Staff can no longer see the company document in the mobile app.
No new acknowledgements are recorded for that document after it’s unpublished.
Existing acknowledgement records are kept for your reference and in the Acknowledgement Report (e.g. 5 for published documents)
You can publish the document again later to become visible to staff again
Managing Company Documents
Editing documents
You can only edit the document name. The uploaded file cannot be changed.
On the Company Documents page > open the ⋮ (more) menu for the document > click Edit.
Change the document name and click Edit to save.
To replace the file, delete the document and add a new one with the updated file.
Deleting documents
All data for deleted documents will be removed and can no longer be retrieved.
On the Company Documents page > open the ⋮ (more) menu for the document > click Delete.
In the confirmation modal, click Delete to confirm.
The document and its data are permanently removed from StaffAny.
Downloading documents
On the Company Documents page, click Download for the document.
Choose one of:
Document – downloads the PDF.
Acknowledgement Report – downloads a report of who has acknowledged the document (only available when at least one person has acknowledged it).
FAQ
Q: What file types can I upload for company documents?
Only PDF files are supported, with a maximum size of 10 MB per file.
Q: Can I replace the PDF after adding a document?
No. You can only edit the document name. To use a new file, delete the document and add a new one.
Q: Can I upload or download multiple company documents at once?
Bulk upload and download are not supported at the moment. If you need this, please tell us via the help chat.
Q: How do staff acknowledge company documents?
Staff see published company documents in the mobile app. They can view the document and acknowledge it. This action is counted as an acknowledgement.