HR documents with PDF preview and the HR deadlines calendar

What it is for

Zaksio prepares the documents that HR officers issue most often and keeps track of deadlines that are easy to forget. Data is taken from the employee record and contract (prefill), so you do not retype it manually.

• Employment certificate and certificate of employment and earnings.
• Notice of termination, mutual agreement and contract annex.
• Leave request and working time records.
• PIT-2 declaration.

Every document has a PDF preview. When data needed in the content is missing, the system reports it as issues, and issuing an incomplete document is blocked. PESEL appears only where it is needed, and every time it is viewed it is recorded in the audit log.

Where to find it in the app

HR and payroll, "HR documents" tab: a wizard for choosing the document type and employee, a form pre-filled from the employee record, and a PDF preview. HR deadlines appear in the "ZUS", "Annual PIT" and "PPK" tabs (deadline cards) and in the Team inbox on the "Deadlines" card: each has a date, the number of days to the deadline, a "to be confirmed" marker and a "Done" button.

Step by step

1. Choose the document type and the employee.
2. Check the data filled in automatically from the employee record and contract.
3. Add the missing information flagged as problems, for example the contract termination date or leave taken.
4. Review the PDF preview.
5. When the document is complete, download the PDF, print it and sign it outside Zaksio.

Deadline calendar

The calendar covers deadlines related to ZUS, PIT and PPK, annual deadlines, and employee registrations within 7 days. Deadlines are stored in a deadlines table, and the AI team reminds you about them in the Team inbox. HR rules are kept as data: each has a source and a verification date, and an administrator can override them without deploying a new version of the app.