Send documents to employees
Generate a document such as a Certificate of Employment for an employee, upload files to their record, and let employees request documents themselves.
Updated September 29, 2026
Once a template is installed, you can generate a document for any employee, save it to their file and notify them. Employees can also generate or request some documents themselves.
Who can do this: Owner, Admin, HR
Send a document from the Templates page
- In the sidebar, click Templates.
- On a template, click Send to an employee.
- Pick the employee.
- Optionally tick Include salary details.
- Click Generate & notify employee to save it to their file and notify them, or Download PDF to just download it.
Send a document from an employee’s profile
- Open the employee’s profile and go to the Documents tab.
- Click Generate document.
- Choose a template, for example Certificate of employment.
- Optionally tick Include salary details.
- Click Download PDF (just downloads) or Generate & notify employee (saves it to the employee’s file and notifies them).
If a required detail is missing from the employee’s record (for example Position), Panatag will tell you which and won’t issue the document until it is filled in or removed from the template.
To add your own file to the employee’s record, click Upload file on the Documents tab.
Let employees get documents themselves
Set a template’s Employee self-service option in its General panel:
- Employees can generate it themselves: employees get the document instantly.
- Employees request it, HR approves: employees send a request for HR to review.
Requests appear in Document requests on the Templates page. Click Approve & issue or Decline on each request.
Payslips can’t be self-serviced.