How to Self-Manage Certificates? – Brasil

Objetivo:

The main purpose of this article is to provide employees with a guide for using an autonomous tool to generate essential employment documents and certificates directly from their profile in the system. This aims to promote efficiency and save time by reducing reliance on the human resources or people departments for basic administrative tasks. The process is designed to be intuitive and accessible, ensuring users can easily obtain the necessary documents, such as income certificates, employment verification, and others, tailored to local regulations in different countries.

Scope / Limitations:

This article is intended to guide employees through the self-management process for generating and downloading various employment documents and certificates from their profile. However, the process has some limitations. The availability of this self-generation feature depends on administrators enabling it for employees on the platform. If you, as a user, cannot access the necessary options or have questions about the process, you should contact your company's human resources or people team for assistance. Additionally, please note that the process is subject to local requirements in each country, which may affect the types of documents available for generation.

Process:

To start the process, go to "Your Company" or click the house icon to access your personal profile in the system by selecting the “My Profile” option.

Within your profile, find and access the “Documents” section. Here you will see the “Generate File” option; click on it and a list of different types of documents you can generate will appear, varying by country.

You will find documents adapted to regulations, local needs, and other documents your employer may make available. For example, you can select “Income Certificate,” “Employment Verification,” "Employment Certificate," "Income and Withholding Certificate," or "Contract Settlement" as applicable.

When you choose the document you want to generate, the system will offer you the option to make it visible; select this option to ensure you can view it properly. Likewise, if the document requires any signature configuration, the names of the users who will sign the document will be displayed.

Once you confirm your selection, proceed to press the "Generate Document" button. The system will process your request and, afterwards, the newly generated certificate will be automatically stored in the “Certificates” folder. Go to that folder, find your certificate, download it, and it will be ready for use as needed.

It is important to mention that vacation certificates are generated and automatically saved in the "Vacations" folder once they have been approved. If you need to access them, simply click on that folder.

With these simple steps, you can self-manage and obtain the certificates you need quickly and efficiently.

Keywords:

Documents, self-generate, certificate, employee, profile, self-manage, template, signature.