Document Generation Module for Managers: Roles and Responsibilities

Managers as Key Participants in the Document Lifecycle

While managers may not generate documents themselves, they often play an essential role in the document lifecycle—either as recipients of team-related documents or as collaborators during content creation.

Image: Admin > My documents > All documents

In many cases, managers receive access to documents generated for their team members. This may include copies of promotion letters, role changes, or other HR communications that relate directly to their team’s structure and development. In more collaborative setups, managers can also be invited to review or provide input on templates that require managerial sign-off before being sent.

Image: Admin > Templates > Assign collaborator

Additionally, managers may be granted access to general-use templates, which they can share with their teams. These might include team feedback forms, recognition certificates, or other materials relevant to people management. By participating in this process, managers help ensure that their teams receive timely and accurate information aligned with organizational policies and tone.

Image: Admin > Documents > Templates

To function effectively in this role, managers should ensure that their team’s data in the HRIS remains up-to-date. Accurate data ensures that generated documents reflect correct job titles, departments, and reporting structures. In certain configurations, managers may also have read-only access to the document log for their teams, allowing them to stay informed without making changes.

Conclusion:
In conclusion, the Document Generation module equips managers with the visibility and tools they need to support their teams more effectively. Whether reviewing documents, contributing to template creation, or sharing general-use resources, managers play a vital role in ensuring that communication is timely, accurate, and aligned with company standards. By maintaining up-to-date team data and engaging with the documentation process, managers help foster a more informed, organized, and responsive work environment.

This module empowers managers to stay aligned with HR communications and play a more active role in employee documentation workflows.