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Team & HR

Store staff documents

Share policies everyone must read, upload payslips and keep each person's documents safe.

Where to find it: Team & HR → Documents Owners and admins 5 min

The steps at a glance

1Open Team & HR2Publish a policy3Payslips4Personaldocuments
Step 1 of 4
  1. In the menu on the left, tap Team & HR. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/hrCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesTeam & HRSearch ⌘KMenuWebsiteAutomationsEmail MarketingTeam & HRIntegrationsSettingsGuides
  2. Tap Documents. Under Company policies, add a Title and File, tick Everyone must sign “Read and understood”, then Publish policy.

    companyflowhq.com/hrCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesTeam & HRSearch ⌘KTitleStaff handbook 2027Everyone must sign “Read and understood”Publish policyTeam & HRTitleStaff handbook 2027Everyone must sign “Read…Publish policy
  3. Under Payslips, choose the Person and Pay month, add the PDF and tap Upload payslip.

    companyflowhq.com/hrCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesTeam & HRSearch ⌘KPersonSam PatelPay monthSeptemberUpload payslipTeam & HRPersonSam PatelPay monthSeptemberUpload payslip
  4. Open a person → Documents, choose the Type (Contract, Certificate…), add the file and tap Upload.

    companyflowhq.com/hrCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesTeam & HRSearch ⌘KTypeContractUploadTeam & HRTypeContractUpload

✅ 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.

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