Documents and change history
Every employee's overlay contains two sections: Documents and Change history. Both sections are only visible to users with the appropriate permissions - if a permission is missing, the section is hidden entirely.
Documents
The "Documents" section is visible when the user has the View documents permission.
This is where files related to the employee are stored: contracts, certificates, medical records, and so on. Each document can have a title and an optional expiry date. If the expiry is less than 30 days away or has already passed, the document is flagged with a color badge.
Uploading documents is available to users with the Manage documents permission:
- Click Document next to the "Documents" heading.
- Click Pick a file and select a PDF, JPG, or PNG (up to 10 MB).
- Optionally enter a title and set an expiry date.
- Click Upload.
To view or download a document, click the download icon next to the file. The Delete button (trash icon) is only available with the “Manage documents” permission.
Change history
The "Change history" section is visible when the user has the View change history permission.
All edits are recorded here automatically: profile field changes (name, position, department, contacts) and schedule actions (shift creation, deletion, and modification). Entries are sorted from newest to oldest.
The filters in the full-screen modal let you browse history by category:
- All - every event in order.
- Profile - only changes to employee data.
- Schedule - only shift-related events.
Click Show all below the preview to open the full history with pagination and filters.