Upload documents
Attach HR documents to cases so files stay connected to the work they support.
Built for U.S. employers and small-business HR teams.
Key takeaways
- Attach to case
- Private storage
- Signed access
- Timeline context
Recommended document workflow
Upload documents from the relevant case or documents area. Keep sensitive files attached to the case they explain.
Basic steps
Attach files where the team will actually need them later.
Why case-level attachment matters
A document is easier to understand later when it is stored beside the notes, timeline, and next action that explain why it matters.
Good habits for sensitive files
Use clear file names, keep unrelated documents separate, and attach files only to the cases and roles that need them.
What to Upload First
Documents That Establish the Timeline
Streamlining your system setup allows administrative HR actions to run smoothly and predictably.
Documents That Support the Facts
Connecting integrated tools ensures case notes and follow-up reminders stay visible inside one workspace.
Documents That Capture the Outcome
Streamlining your system setup allows administrative HR actions to run smoothly and predictably.
How to Label Records Clearly
Use Consistent File Names
Connecting integrated tools ensures case notes and follow-up reminders stay visible inside one workspace.
Use Source Labels That Explain Origin
Setting up custom categories and private files creates a clear structure for ongoing documentation.
Use Notes That Help a Future Reviewer
Sensitive workplace concerns require objective, factual documentation rather than subjective notes.
What Happens After a Document Is Added
Where It Shows Up in the Case
Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.
How It Supports Later Notes and Exports
Maintaining a chronological timeline of check-ins and resolution steps is crucial for employee relations.
Why This Matters for Review and Audit Readiness
Connecting integrated tools ensures case notes and follow-up reminders stay visible inside one workspace.
What to do before and after this step
Most product help actions are easier when the right context is already in place. Before taking the step on this page, make sure the related case, facts, and people are clear. After finishing it, the next move is usually another workflow step such as checking documents, assigning follow-up, or reviewing a draft.
- Use the help article while working inside a real case or workflow
- Keep the surrounding facts, dates, and documents organized first
- If the result affects sensitive communication, review it before sending or sharing it
Support boundary
This help content explains publicly available product workflows. It does not promise hidden features, custom integrations, legal review, or automated compliance outcomes beyond what the product already does today.
AI SoloHR is designed to support case records, tasks, documents, timelines, and reviewed AI drafts inside one workflow. It is not a substitute for legal, medical, benefits, or policy review where those are needed.
Keep Exploring
Frequently asked questions
Where should I upload HR documents?
The best place is the related case or the documents area tied to that case, so the file stays connected to the workflow it supports.
Why not just store documents in a general folder?
General folders often lose the timeline and context. Attaching files to the case makes them easier to interpret later.
Related Interactive Calculators & Tools
Related Compliance Articles & Guides
WH-385-V Instructions: Complete FMLA Veteran Caregiver Leave Certification Guide (2026)
A section-by-section guide to completing DOL Form WH-385-V for veteran military caregiver leave. Master the 5-year post-discharge rule, DD-214 verification, bad vs. good certification examples, and 26-week entitlement limits.
WH-385 Instructions: FMLA Military Caregiver Leave Certification Guide (2026)
A section-by-section HR guide to completing DOL Form WH-385 for active duty military caregiver leave. Master 26 workweeks entitlement, Next of Kin relationship rules, DOD medical certifications, and real-world case examples.
WH-384 Instructions: FMLA Qualifying Exigency Leave Certification Guide (2026)
A section-by-section HR guide to completing DOL Form WH-384 for military exigency leave. Master the 8 statutory exigency categories, active duty order verification, bad vs. good certification examples, and 12-week entitlement rules.
Manual Process Risk Warning
Static documents and manual spreadsheets are great for initial tracking. However, as deadlines pile up and files scatter, human errors can trigger costly regulatory compliance audits.
Put this guidance into action
AI SoloHR helps U.S. small-business HR teams turn manual compliance steps into tracked tasks, defensible timelines, secure document records, and reviewed AI drafts.
- 14-day full platform access
- Up to 3 active cases
- Up to 30 employee records
- All 7 U.S. case types unlocked
This resource is intended for U.S. HR operations and educational purposes only, and does not constitute legal advice. Consult a qualified professional or employment attorney regarding your specific federal and state compliance obligations.