Evo Navigator is the home screen you see when you log in to Access Evo. Quick Sections are panels on Evo Navigator that show live information, so you don't need to complete a form or open another part of the system.
You can use the Documents quick section to find your personal, company, team and payroll documents in four tabs, and search, sort and open each one from a single panel.
Your documents only appear here after your Human Resources (HR) administrator or manager uploads and shares them with you. Your role and your company's setup control whether you see the Team and Payroll tabs.
Show Documents on Evo Navigator
Documents doesn't appear on Evo Navigator until you add it. You can add it from Quick Sections Preferences:
Click Quick Sections Preferences in the Quick Sections area of Evo Navigator.
Enter Documents in the Search bar, or select PeopleHR in the product filter.
Select Documents to add it to Evo Navigator.
Understand the Documents section
The section sorts your documents into four tabs:
Tab | What it holds |
Personal | Documents about you, such as your contract of employment, performance review records or personal letters. |
Company | Documents for the whole organisation, such as policies, handbooks and company announcements. |
Team | Documents shared with your team. |
Payroll | Payroll documents, such as payslips and tax documents. This tab only appears if your organisation connects PeopleHR to Paycircle, its payroll software. |
Each tab lists your documents in these columns:
Column | What it shows |
Name | The file name. Hover over a long name to see all of it, or click it to open the document. |
Folder | The folder the document sits in, such as General. |
Added on | The date someone added the document. Click the column header to sort by date. |
Signature | Not Required, or the signature status if the document needs signing. |
Actions | Options for the document. |
Find a document
You can search, sort and page through your documents:
Enter a document name in the Search documents field at the top right to filter the list as you type.
Click the Added on column header to switch between newest and oldest first.
Click Previous, Next or a page number to move between pages.
Open, download or sign a document
Each document has its own actions menu:
Click Actions on the document's row.
Select View to open the document, Download to save a copy or Sign to sign it.
đ Note: Sign only appears when the document needs your signature.
