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People operations · Controlled employee documentation

Create, store and retrieve HR documents with less manual handling.

Use approved templates, employee data and role-based access to manage letters, policies, proofs, certificates, contracts and acknowledgements.

Illustrative product interaction Grounded in supported product behaviour
Role-based operating viewIllustrative interaction
Employee file · Aarav Menon
PANVerified
Degree certificateUploaded
PassportExpires in 42 days
Owner visible Status and due date History retained
Why this matters to the Head of HR

Document control is essential for employee service, governance and audit response. HR leaders need current templates, secure access and a traceable record of issue and acknowledgement.

Use this page as a product-evaluation path: start with the operating problem, inspect the representative interaction, then verify the exact policy and output in the live product.

Documents & Letters capabilities

Designed around the full operating workflow.

Configure the module around your structures, policies, ownership and approval model—not a generic process diagram.

Document vault

Store employee and organisation documents with categories, expiry dates and access controls.

Letter templates

Generate offer, appointment, confirmation, transfer, increment, experience and other letters from approved templates.

Bulk generation

Create documents for a selected employee group using validated merge fields.

AI-assisted drafting

Prepare first drafts of approved letter or policy formats for authorised HR review.

Acknowledgements

Track policy and handbook acceptance with timestamps.

Expiry reminders

Monitor expiring contracts, licences, identity documents and certificates.

Download controls

Restrict viewing, downloading and sharing based on user role.

Connected operating workflow

Follow the action from policy to owner to downstream result.

The exact screens differ by module, but the operating principle remains the same: the applicable rule, current owner, status, effective date and history stay visible.

Faster letter turnaround Fewer outdated templates Improved retrieval and audit response
Documents & Letters workflow
  1. Select approved templateOwner, status and history remain visible.
  2. Merge verified employee dataOwner, status and history remain visible.
  3. Route review and issueOwner, status and history remain visible.
  4. Store signed or acknowledged recordOwner, status and history remain visible.
Product proof and boundaries

Evaluate the operating behaviour—not only the feature name.

These examples are illustrative product patterns grounded in the supported product material. Use the live product to validate the exact screen, policy and output required for your organisation.

Supported pattern

Role-based daily work

Keep owner, status, due date and history around common actions.

Verify in demo

Select approved template

Use a representative employee, workforce group and effective date. Follow the transaction through owner, status and downstream impact.

Current boundary

Scope honestly before committing.

Template, e-signature and document-expiry behaviour should be demonstrated against the customer’s approved document workflow.

A working view, not a static report

Give the team clear status and exception signals.

The example measures below are illustrative. Definitions and thresholds should be configured around the operating cadence and evidence your team uses.

1,284Documents stored
36Expiring soon
91%Policy acknowledged
8Letters awaiting issue
Questions about implementation

Evaluate Documents & Letters in your policy context.

Use your actual workforce groups, approval paths and edge cases during product evaluation.

Bring this context into the demo
Can policies and approvals be configured for different locations or employee groups?

Yes. Rules can be segmented by entity, location, department, grade, employment type and other employee attributes, with role-based approvals and effective dates.

Does duoHR support e-signatures?

The document workflow is designed to support e-signature integrations and acknowledgement records. The available provider and signing method are confirmed during implementation.

Explore Documents & Letters

See Documents & Letters configured around your organisation.

Bring one representative workflow or current process challenge. The demo will show the operating path, controls and connected outcomes.