Find employee document gaps before they block HR work
Connect employee events to required documents, secure requests, review decisions, acknowledgements, expirations, and renewal work.
The first view should answer who is ready, what is missing, what is expiring, and which HR owner must act—without exposing sensitive files to the wrong audience.
Start with Jodoo’s Free plan for up to five users. No credit card required.
- Required-document rules by employee event
- Missing, rejected, and expiring work queues
- Role-based access to sensitive records
Create the right file work when the employee situation changes
Requirements should come from the event and role—not a generic upload checklist.
- Join
Onboarding documents
Request identity, policy acknowledgement, eligibility, certification, equipment, or site documents appropriate to the role.
- Change
Role or location update
Recalculate required access, training, certifications, agreements, and manager approvals.
- Renew
Expiry and recertification
Surface upcoming expiry, request updated evidence, review it, and preserve the replacement relationship.
- Leave
Offboarding and file closure
Connect exit documents, equipment return, access changes, acknowledgements, and the qualified retention decision.
Track the requirement separately from the uploaded file
That distinction reveals missing work even when no document exists yet.
Employee requirement
Which document is required for this person, role, site, or event?
Required, waived, not applicable
Document request
Who was asked, when is it due, and what instructions apply?
Requested, overdue, received
Evidence review
Was the file accepted and why?
Under review, accepted, rejected
Renewal and acknowledgement
When must the record be refreshed or confirmed?
Current, expiring, expired, acknowledgement due
Design what each person can see before importing employee files
A useful HR dashboard should expose readiness without exposing sensitive evidence broadly.
Employee
See personal requests, due dates, instructions, submission state, and return reasons.
Manager
See operational readiness and assigned actions without unnecessary confidential document content.
HR reviewer
Access the required evidence, decision fields, return reasons, and renewal work for assigned cases.
HR administrator
Maintain rules, permissions, views, workflows, dashboards, and data-quality exceptions with appropriate governance.
Turn file gaps into queues people can clear
The application should help each role finish real work, not simply count uploaded files.
Missing before start date
Show the employee, required item, request date, due date, instructions, and accountable HR owner before onboarding is blocked.
Rejected and returned
Keep the rejected evidence, specific reason, resubmission instructions, new owner, and next due date together.
Expiring soon
Prioritize renewals by expiry date, role, site, operational impact, and whether replacement evidence has entered review.
Restricted exceptions
Give authorized HR users the evidence they need while showing other roles only the readiness state and action assigned to them.
Keep file completeness, privacy, and renewal work connected
Employee document management is more than a folder per person.
What is HR document management software?
It helps HR teams request, receive, classify, restrict, review, acknowledge, renew, and retrieve employee-related documents while showing file readiness and outstanding work.
How do we track missing employee documents?
Create a requirement record from the employee’s role or event, compare it with accepted evidence, and keep missing, rejected, overdue, and expiring items in role-appropriate queues.
Can managers see employee documents?
Access should follow your privacy and business rules. Give managers the minimum readiness and action information they need, and reserve sensitive evidence for authorized HR roles.
Does Jodoo replace an HRIS or records-retention system?
Not necessarily. Keep the HRIS as the employee source of truth and specialist records or signature systems where required. Jodoo can coordinate the configurable document requests, reviews, exceptions, and dashboards around them.
Prove readiness without exposing the whole file
Load complete, missing, rejected, expiring, expired, and restricted examples, then confirm that each role sees the right action and evidence.