The core file for every worker
Collect these at joining and verify them against originals. Proof of age is checked for every shop floor worker before the first shift, and the appointment letter is kept with the worker's signature. Nomination forms are easy to forget and painful to chase after a worker's death, so collect them in the first week.
- Aadhaar, PAN and a recent photograph
- Proof of age for every shop floor worker
- Bank account proof for wage transfer
- Appointment letter signed by the worker
- ITI, diploma or degree certificates
- Nomination forms for PF and gratuity
- Previous employment and UAN details
Documents that expire
The second layer is where plants get caught out. A forklift authorisation lapses, a paint shop worker's medical fitness is due for renewal, the plant bus driver's licence expires. Give each such document an expiry date and review expiries every month. A lapsed authorisation found during an incident investigation is far harder to explain than a renewal done a month early.
- Forklift and crane operator authorisations
- Medical fitness for workers in noise, dust or paint areas
- Driving licences for plant drivers
- Electrical licences for authorised electricians
Keeping pay and bank details private
Time office clerks and line supervisors need attendance and shift data, not salaries and bank accounts. Mask those fields for roles that do not need them and let only HR and payroll see the full record. Workers should see their own documents and payslips on their phone, which shortens the queue at the HR window for copies of appointment letters and old payslips.
When a worker's details change
A worker changes bank account after a branch merger, or moves out of the plant colony and needs a new address on record. Changes should come as a request with the new proof attached and be approved by HR, so the bank file for wages is never edited on the strength of a phone call. Keep the old document on the file with the date it was replaced.
How to set it up in ZeniaHR
- Set the required-document checklist for plant roles in onboarding so each file is complete before the first payroll.
- In Employee Documents, verify or reject each upload and add expiry dates to authorisations, licences and medical fitness certificates.
- Keep appointment, confirmation and transfer letters in the HR letter library by category.
- In Access Control, mask salary, bank and contact fields for supervisors and time office users.
- Let workers view their documents and request profile corrections in the mobile app, with HR approving each change.
- Run the document reports each month to list missing papers and documents expiring soon.
Read more about employee documents in ZeniaHR.
Roles this applies to
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What documents should a factory keep for each worker?
Keep identity and age proof, bank details, the signed appointment letter, qualification certificates, nomination forms and previous employment details for every worker. Add authorisations, licences and medical fitness certificates for workers whose tasks need them, each with an expiry date. Verify each document against the original once and store it in the worker's digital file.
How do plants track expiring licences and authorisations?
Record each licence or authorisation with its expiry date in the worker's file and review upcoming expiries every month. In ZeniaHR, documents carry expiry dates and document reports list what is missing or due, so HR can schedule renewals and refresher training before a worker has to be stopped from a task.
Who should see a factory worker's salary and bank details?
Only HR and payroll, as a rule. Supervisors and time office staff need attendance and shift data but not pay. In ZeniaHR, salary, bank and contact fields can be masked by role, so a line supervisor can approve leave and overtime without seeing what the worker earns.