Document Management

Digitizing your HR paperwork can save you time and effort. With flair, you have a central location to upload, manage, share, and securely store HR documents, payslips, and certificates.

How To Efficiently Manage Your Documents With flair

DocumentsSalesforcePayrollEmployee Hub

Certificates
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Certificates are a great way to share and display proven skills within your company. With flair, you can easily create them and add all relevant information such as the issuer and issue and expiration dates. You can also attach documents and files.

Adding a Certificate From the Employee Hub
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You can easily create and manage certificates in the Employee Hub, whether you’re an employee or a manager.

Adding Certificates as an Employee

Click on My Data in the Employee Hub and then select Certificates.

To add a certificate, click the New Certificate button.

Employees can upload certificates to the Employee Hub

You can now either create a name for your certificate or add a name that has already been added by another employee. Then you can enter the certificate issuer, issue date, and where applicable the expiration date. If the certificate has already been issued, you can upload it by file or enter a certificate URL.

Click Save Certificate and your certificate will appear in your Employee Hub.

Choose a premade image to send to a colleague or record your own video

Managing and Adding Certificates as a Manager

Select My Team when viewing your Employee Hub in Manager mode. You can then click on the employee you want to add a certificate to. In the upper navigation bar, click on Certificates to manage an employee’s certificates.

Managers can also check and upload employee certificates

By clicking New Certificate, you can add a certificate to an employee.

Uploading certificates in the manager view in the Employee Hub

You can now either create a name for your certificate or add a name that has already been added by another employee. Then you can enter the certificate issuer, issue date, and where applicable the expiration date. If the certificate has already been issued, you can upload it by file or enter a certificate URL.

Click Save Certificate and your certificate will appear in your Employee Hub.

Adding Certificates From Salesforce
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You can also add certificates to employees using the flair HR app in Salesforce. To do this, simply find an employee using the Search bar or through the Employees section of the navigation bar.

The employee certificates view in the flair HR app on Salesforce

Once you have found the employee, scroll down to the Employee Certificates tab and click New. There, you can add the details of the certificate and link to the certificate URL. Once you’re finished, click Save.

Adding an employee certificate in the flair HR app on Salesforce
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