Documents and certificates module
Documents and certificates that write themselves, no HR queues
The employee requests the certificate they need themselves, and Workly generates it from a template on the spot. Every company document — contracts, certificates, files from the other modules — lands in one place, ready to search and download.
From request to document, with no manual work
Self-service certificates
The employee requests an employment, seniority or family-doctor certificate straight from the app, and HR simply approves it — or lets it generate automatically.
- Requested straight from the app or phone
- One-click approval or automatic generation
- No trips and no queues at the HR desk
Generation from templates, as a Word file
You write your own templates in the app, with fields that Workly fills in from the employee's file, and the document is generated as a Word file.
- Your own templates, written in the app
- Data fills itself in, with no transcription errors
- The same document looks identical every time
All documents on one page
The "Requests and Documents" page gathers an employee's documents — certificates, the papers of leave and time-off requests, uploaded files — grouped into tabs and categories, so you no longer hunt through folders and emails. The HR team switches from one employee to another from a selector.
- Certificates, leave requests and files, in one place
- An employee's documents, in tabs and categories
- No lost folders and stray attachments
Expiry reminders
For document types with a validity period set, Workly alerts you in advance — you choose how many days ahead and who is notified — so an expiry never catches you off guard.
- Alerts before a document expires
- Warning days and recipients, configurable per type
- In-app notification and, optionally, email
Public documents for the whole company
Publish a document once — for example the internal regulations — and the whole company sees it in a dedicated tab. You set visibility per document type: private, company-wide or HR-only.
- Company-wide publishing, in a dedicated tab
- Three visibility levels: private, company, HR-only
- Upload and deletion are reserved for the Documents Manager role
Tidy archive per employee
Every employee has their own digital folder, with all their documents organised and accessible according to role.
- A complete digital folder for each employee
- Access based on role and permissions
- Documents stay tidy, not scattered
Paper certificates vs. Workly
Classic documents (paper / email)
- The employee asks for a certificate by email or at a desk, and HR writes it by hand
- Templates filled in manually, with a risk of errors and inconsistent formats
- Documents are scattered across folders, emails and physical files
- No one notices when a clearance or certificate has expired
Documents with Workly
- The employee requests the certificate themselves, and generation is automatic from a template
- Data fills itself into your template, identical every time
- An employee's documents from several modules sit on one page, sorted by category
- Automatic reminders before a document with a set validity expires
Frequently asked questions about documents
Can I use my own certificate templates?
Yes. You write the templates in the app, in an editor with fields that Workly fills in automatically from the employee's file (name, job title, salary, contract data and more). The company starts with a default template for each standard document, which you can edit. The document is generated as a Word file.
Can employees request their own certificates?
Yes. The employee requests the certificate they need straight from the app or phone, and HR simply approves it. You can also let common certificate types generate fully automatically.
What documents can I find on the documents page?
The "Requests and Documents" page gathers, for each employee, the certificates issued, the papers of approved leave and time-off requests, uploaded files and the company's public documents, in tabs and categories; the HR team also sees each employee's contract documents, chosen from a selector. Search works within the open category.
How is the data in documents protected?
Access to each document depends on its visibility — private (the employee and HR), company-wide or HR-only — and on role. Each document type can have a retention period, and automatic deletion when it ends is optional: an administrator switches it on under Configuration → Compliance (off by default). Sensitive data in the employee file (personal ID number, ID document, IBAN) is encrypted.
Built for companies in Romania
Protected data (GDPR)
Access to documents is role-based (private, company-wide or HR-only), and employees' sensitive data (personal ID number, ID document, IBAN) is encrypted. Automatic deletion at the end of retention is optional: an administrator switches it on under Configuration → Compliance (off by default).
Local support, in Romanian
A support team in Romanian that understands which certificates and papers companies in Romania actually need.
App on your phone (PWA)
Employees request and receive their documents straight from the phone — a mobile companion installed from the browser, no app store.
Explore the other modules too
Ready to stop writing certificates by hand?
We'll show you Workly on your company's document workflow, in a short demo.
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