Data, privacy and security
Upload a secure HR document
Upload a secure HR document in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goAdmin Area → Human Resources → Secure Documents → Upload Validated Employee Document
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for upload a secure hr document, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Admin Area → Human Resources → Secure Documents → Upload Validated Employee Document in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Employee, Document category, Expiry control, Access and audit.
- Complete Upload a secure HR document using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Employee
Document category
Expiry control
Access and audit
Checks before you finish
- Use the least destructive action available.
- Confirm permission and ownership context.
- Preserve audit evidence unless authorised policy says otherwise.
- Verify the resulting audit or status record.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.