Chapter 6

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Chapter 6 · 6 of 9 in the series

The file

The file: what's on it, what's missing, what expires — and how a request reaches the employee.

01Lesson notes

Step by step#

  1. Employees › Layla Haddad › Documents

    • Folders — Her application, sorted.
    • Document health — One of three required.
    • Quick buttons — The documents asked for most.
  2. Employees › Layla Haddad › Documents

    • Contracts — Required.
    • Visa / permits — Required.
  3. Employees › Layla Haddad › Upload Document

    • Upload document — Folder, title, file.
  4. Employees › Layla Haddad › Upload Document

    • Upload document — With its end date, and a tag.
  5. Employees › Layla Haddad › Documents

    • Document health — Two of three.
    • Contracts — And how long it is valid.
  6. Employees › Layla Haddad › Request a file

    • Request a file — From Layla, into Visa / permits.
  7. Employees › Layla Haddad › Documents

    • Awaiting upload — Due in a week, from Layla.
    • Visa / permits — The folder it will fill.
  8. Self-service › My Documents

    • Asked for by HR — With the message, and a button.
    • On file — Everything already there.
  9. Self-service › My Documents

    • With HR — Confirmed.
    • On file — In the place HR made for it.
  10. Employees › Layla Haddad › Documents

    • Document health — Three of three.
    • Contracts — On file.
  11. Employees › Layla Haddad › Documents

    • The visa — Pin, share, lock, version, download, delete.
  12. Employees › Layla Haddad › Documents › Viewer

    • Tools — Split, add, rotate, sign.
    • Panels — Details, comments, activity, log.
    • Uploaded by — Layla.
  13. Employees › Layla Haddad › Documents › Viewer

    • Expires — Set, and counted.
    • Uploaded by — Layla.
  14. Employees › Layla Haddad › Documents

    • The visa — Valid, and for how long.
  15. Employees › Layla Haddad › Documents

    • May 2027 — Added today.
    • March 2027 — From her application.
Transcript

One of three

Leila Mansour: Layla's residence visa was stamped last week. Is it on her file?

Mariam Saleh: Not yet — nor her signed contract.

Lina: Layla's fifth week. Today: her file — what's on it, what's missing, and what expires.

Lina: The file: what's on it, what's missing, what expires — and how a request reaches the employee.

The documents tab

Lina: The documents tab. Five files came in with her application — passport, degree, a reference, a photo and her CV — sorted into folders.

Lina: At the top, the file's health: one of three required documents.

Lina: And one-click buttons for the documents a record needs most.

What is missing

Lina: At the bottom, the two that are missing, both marked required: a contract,

Lina: and a visa or permit.

David: Who decides what's required?

Lina: The company, folder by folder — here, the three things nobody in the UAE works without.

Upload

Lina: The signed contract, Mariam already has. Upload: the contracts folder, a title, and the file.

Expiry and tags

Lina: Its end date goes in as the expiry, and a tag.

David: Why tag it 'signed'?

Lina: Tags cut across folders: every signed document, on every record, in one search.

Two of three

David: Uploaded: two of three,

David: and the contract shows how long it has left.

Ask for it

Lina: The visa is Layla's, so Mariam asks her for it: a name, who it comes from, the folder it belongs in, a week to answer, and a line of explanation.

Upload, or ask

Lina: Two documents were missing, and they take two different routes.

Lina: The signed contract was in Mariam's hands; the visa is in Layla's.

Lina: So one is an upload — folder, title, file — and the other a request: a name, who it's from, and the folder.

Lina: One gets an expiry and a tag; the other, a week to answer and a message.

Lina: And each will show who put it there: Mariam for the contract, Layla for the visa.

David: And until Layla answers?

Lina: The file keeps a place for it.

A placeholder

Lina: The request becomes a placeholder, in the folder it will fill — amber, with its due date and who it's waiting on.

David: And how does Layla know?

Lina: It's waiting in her self-service.

Her side

Lina: In Layla's self-service, My Documents shows what HR has asked for — the message, the due date, and an upload button.

Lina: Below it, everything already on her file.

Answered

David: She picks the file — and it's with HR.

Lina: It's on her file now, in the place HR made for it.

The round trip

Lina: The whole round trip:

Lina: a request makes a placeholder,

Lina: the placeholder waits in her self-service,

Lina: her upload fills it,

Lina: and the file is complete — with a note on her record for HR.

David: No email with an attachment, then.

Lina: And nothing to forward, rename or file by hand.

All clear

David: Back on Mariam's side, the file reads three of three — all clear.

One, two, three

Lina: The morning, in three steps.

Lina: It began at one of the three required documents.

Lina: Mariam's upload of the signed contract made it two.

Lina: And Layla's visa, sent from her own self-service, made it three.

Lina: Three is the line the company set for this file.

David: One step by HR, one by the employee.

Lina: Whoever holds the document is the one who puts it on the file.

Tile actions

Lina: Hover over a document for its actions: pin, share, lock, a new version, download, delete.

The viewer

Lina: Open it, and the viewer can split a scan, add pages, rotate, or sign.

Lina: Underneath: details, comments, activity and a log —

Lina: and who uploaded it: Layla, not Mariam.

Its expiry

David: Mariam adds the expiry date,

Counting down

Lina: and the tile counts the days: green while there are more than ninety, amber inside ninety, red inside thirty.

What expires, and when

Lina: In time: her visa runs for two years,

Lina: ninety days out, its tile turns amber,

Lina: thirty days out, red.

David: And the contract ends a week after the visa?

Lina: So HR renews both together, inside the amber window — with time to spare.

As a timeline

Lina: One more view: the file as a timeline — today's two on top,

Lina: and the five from her application underneath.

Seven documents, three hands

Lina: Seven documents now, and three ways they arrived.

Lina: Five came with her application, back in March.

Lina: One, Mariam uploaded this morning.

David: And one, Layla sent herself.

Lina: And the file remembers which is which: every document shows who uploaded it,

Lina: with its own activity and its own log beside the name.

Her file, complete

David: Documents used to mean an email with an attachment.

Lina: And nobody knew where it ended up. Here HR asks for a document by name, in the folder it belongs to.

Lina: Layla answers it from her own portal, and the file lands exactly in that place.

Lina: Then the record watches the expiry — amber at ninety days, red at thirty.

David: So a visa never expires by surprise.

All clear

Layla Haddad: I sent the visa from self-service at lunch.

Mariam Saleh: And your file says all clear.

Lina: Next: private — her family, her health, and who may see them.

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