Team & HR
Store staff documents
Share policies everyone must read, upload payslips and keep each person's documents safe.
The steps at a glance
Step 1 of 4
In the menu on the left, tap Team & HR. On a phone, tap the ☰ menu button at the top first.
Menu Website Automations Email Marketing Team & HR Integrations Settings Guides Tap Documents. Under Company policies, add a Title and File, tick Everyone must sign “Read and understood”, then Publish policy.
companyflowhq.com/hr CompanyFlowHQ Website Automations Email Market… Team & HR Integrations Settings Guides Team & HR Search ⌘K Title Staff handbook 2027 Everyone must sign “Read and understood” Publish policy Team & HR Title Staff handbook 2027 Everyone must sign “Read… Publish policy Under Payslips, choose the Person and Pay month, add the PDF and tap Upload payslip.
companyflowhq.com/hr CompanyFlowHQ Website Automations Email Market… Team & HR Integrations Settings Guides Team & HR Search ⌘K Person Sam Patel Pay month September Upload payslip Team & HR Person Sam Patel Pay month September Upload payslip Open a person → Documents, choose the Type (Contract, Certificate…), add the file and tap Upload.
companyflowhq.com/hr CompanyFlowHQ Website Automations Email Market… Team & HR Integrations Settings Guides Team & HR Search ⌘K Type Contract Upload Team & HR Type Contract Upload
✅ How do I know it worked?
- Staff see policies and payslips in Me, and you see Signed / Waiting for each person.
⚠️ Common mistakes
ProblemAn admin can't see payslips.FixOnly the owner sees pay unless Admins can see pay, bank details and payslips is on in HR settings.
