In the Smart Docs section, you have the chance to manage the whole set of your company and employee HR documents. To enable this feature, go to Settings > Overview > Smart Docs and toggle the switch on

You can learn more about the types of documents here.


Smart docs Tags


Tags work as a way to organize your files on Kenjo. They help you filter documents more effectively and run workflows smoothly.


Kenjo offers certain tags by default. Go to Settings > SmartDocs > Settings to enable or disable existing tags, and add or delete custom tags.



 

You can also add custom tags that serve your interest.

  • Click on (+) ADD TAG
  • Add the name of the tag and choose a tag colour



  • You can restrict the visibility of certain documents based on the tag you assign to them. Toggle the switch off if you want that documents with a certain tag are visible only to certain groups or to specific employees. In the example above, only Anna Johnson will be able to see documents with the custom tag "Payslips"
  • Finally, click ADD


Disable tags: you can toggle the switch on and off to enable or disable a tag. Disabling a tag will not remove it from existing documents. While you won’t be able to select it at the time of uploading files, it will still be visible when previewing documents, filtering, or doing a search from the Smart Docs page.


Delete tags: It is not possible to delete tags that have existing documents attached to them. To delete tags, make sure that it is not associated with any document.




Note: you can add several tags to the same document. Bear in mind that adding multiple tags will also imply the extension of tag visibility. For example, a document with the tag 'Payslip' and 'Payroll' will give access to groups from both tags.



Best practice: 

Here are some ideas on tags you can create:

  • Work contracts
  • Assessments
  • Data Protection
  • Expenses/Invoices
  • Passport
  • Birth Certificate
  • Marriage Certificate
  • Visa
  • Termination/Resignation Letter
  • Absence certificate
  • CV and applications
  • Payroll
  • Signed documents
  • E-Signature