DOCUMENTS
Employee Documents In One Place, Visible Only To The Right Roles.
Offer letters, ID proofs and certificates should not live in inboxes. BizzField files every upload under an admin-managed category, with role-scoped visibility deciding who sees it.
THE PROBLEM
Sensitive Records, Open To Anyone With A Login
Without role-scoped storage, an employee document is either buried in someone's inbox or visible to anyone with access to the system, and HR controls neither.
No category structure. document types aren't defined anywhere, so uploads land wherever someone decides to put them and HR has to hunt for the right file.
Metadata without files. some systems record that a document exists but never store it, so the real file stays in someone's inbox.
Flat visibility. every document is visible to every user with access, however sensitive its category.
Nothing flagged as critical. important documents sit in the same list as everything else, with no way to bring them up first.
DOCUMENTS SNAPSHOT
Your Document Vault, At A Glance
A sample view of what a running BizzField documents account looks like — illustrative data.
Documents By Category
Recently Uploaded
FEATURE BY FEATURE
How Documents Stay Organized And Private
Four capabilities keep employee records stored, categorized, and visible only to the right people.
An Admin-Managed Category Master
Admins define the categories, so every upload has a defined place to go instead of ad hoc folders.
Real Storage, Not Just Metadata
The file is uploaded and stored on S3-backed storage, not a record pointing elsewhere.
Visibility Scoped To The Category
Role-scoped visibility applies down to each document category, so sensitive categories are not open to every role.
Critical Documents, Surfaced First
An 'important' flag brings critical documents to the top instead of burying them in a flat list.
HOW IT WORKS
From Upload To Role-Scoped Visibility
A document moves through the same category and visibility rules every time it's uploaded.
Step 01
Pick A Defined Category
Each upload is filed under an admin-managed category, so it lands in a known place.- The category master removes guesswork about where a file belongs.
Step 02
Store The Real File
The file itself is stored on S3-backed storage, not only a metadata record.- What HR opens later is the stored file, not a pointer to an inbox copy.
Step 03
Visibility Follows The Category
Role-scoped visibility is applied at the category, so each role sees only the categories it should.- Visibility is set per category, not as an all-or-nothing switch.
Step 04
Critical Documents Surface First
Documents flagged as important are listed first instead of sitting in a flat, unsorted list.- Flagged documents are easy to find when someone needs them.
WHO USES THIS
Built For Teams Like Yours
Role-scoped document storage matters most where compensation letters, credentials and ID proofs must stay with the right roles.
BFSI
Strict access control over compensation letters and other sensitive employee records.
Healthcare
Credential-linked documentation kept visible only to the roles that manage it.
IT & ITES
Distributed teams and fast-moving org charts, where visibility follows reporting lines.
FAQ
Documents — Questions We Get Asked
Yes. Employee lifecycle & documents is included in the Starter plan, alongside attendance, leave, timesheets, and org hierarchy.
No. Visibility is role-scoped down to individual document categories, so sensitive records stay visible only to who should see them.
An admin manages the document category master, so every upload has a defined place to go.
Documents are stored as real files on S3-backed storage, not just a metadata record that points somewhere else.
Yes. An 'important' flag surfaces critical documents first instead of leaving them in a flat list.
Document visibility scope follows the same Org Hierarchy as the rest of BizzField, so it stays in sync as reporting lines change.
WHAT THE MODULE DELIVERS
Storage That Respects Who Should See What.
What document management looks like on BizzField, category by category.
AUTOMATED CHECKS
Variance Checks Before Payroll Is Approved
Before a pay run is approved, BizzField compares the draft with the previous cycle and flags what looks wrong, so reviewers examine the exceptions instead of every line.
PRE-APPROVAL SCAN
Automated Variance Checks
Key Capabilities
- Each employee's draft pay compared with the prior month
- Pay movement above 20% flagged for review
- Duplicate leave and expense submissions detected
- Flags resolved from one HR queue before approval
Every draft run is compared with the previous cycle. Sharp pay movements, duplicate expense or leave submissions and timesheet conflicts are flagged for HR, who resolve each flag from a single queue while the run is still a draft.
See Automated Variance ChecksSECURITY & PRIVACY
Role-Scoped Access And Privacy By Design
Access is enforced on the server from the reporting hierarchy, and data handling is designed around the principles of India's DPDPA. The security page sets out what is and is not certified.
DATA PRIVACY
DPDPA-Informed Data Handling
Key Capabilities
- Consent logging for employee data
- Data export for the employee
- Deletion rights supported
Data handling is designed around the principles of India's Digital Personal Data Protection Act. That describes how data is handled; it is not a certification.
ACCESS CONTROL
Server-Scoped Access And Encrypted Storage
Key Capabilities
- Server-side role-based access, not just interface-level visibility
- Manager visibility limited to their reporting hierarchy
- AES-256 encryption at rest for employee records, bank details and document files
Role flags are not left to the front end. Access is scoped on the server, so a manager retrieves records only within their own reporting tree.
See HRMS SecurityROLLOUT TIMELINE
Getting Started with BizzField Documents
A structured path from configuration to pilot testing and full launch, guided by our onboarding team.
Step 01
Employee Data Import & Hierarchy Setup
Model your reporting hierarchy, upload employee records securely, and map custom document types to BizzField's structure.- Upload employee master data from a CSV file
- Map reporting lines & org hierarchy
- Configure custom document categories
Step 02
Policy & Rule Configuration
Configure multi-level approvals, custom shift templates, statutory compliance ceilings, and salary revision workflows.- Set leave types, accruals & sandwich rules
- Define shift rosters & overtime rules
- Configure state-wise PT/LWF compliance
Step 03
Parallel Run & Validation
Verify payroll calculations, shift check-ins, and approval chains alongside your existing setup before fully cutting over.- Run a parallel payroll draft for one month
- Compare attendance records with your current process
- Confirm role-scoped access for all managers
Step 04
Full Launch & Team Training
Release employee self-service credentials, activate mobile check-in, and turn on pay run approvals and notifications.- Distribute self-service app credentials to all employees
- Publish payslips to employee self-service on pay date
- Switch on approval and leave notifications
KEEP EXPLORING
Related Pages
Other HRMS capabilities teams usually evaluate alongside this one.
Employee Management
One master record for lifecycle, profiles, documents and bulk import/export.
ExploreAttendance
Real-time check-in/out and monthly summaries, scoped so managers see only their team.
ExploreLeave Management
Leave types, running balances and approvals routed through the org hierarchy.
ExploreTimesheets
Weekly timesheets that lock on submission, with manager-controlled correction windows.
ExploreStop Storing Sensitive Records In Someone's Inbox
See how role-scoped document categories keep every employee record stored, organized, and visible only to who should see it.