Employee Document Types
  • 01 Mar 2023
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Employee Document Types

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Article Summary

You must specify the document type when uploading an employee document. This is necessary to keep track of mandatory documents that employees need to work for the company, for example, contracts, work permits, medical insurance, and so on.

Follow these steps to set up document types:

  1. Go to Settings > Settings and Configuration > Core HR.
  2. Click Employee Database in the left panel and click Edit next to the Employee Document Types setting name on the Basic tab.
  3. The Employee Document Types list will open in spreadsheet view where you can directly edit the information you need. Alternatively, on the Items tab, click New Item to create a new employee document type or select a document type, and then click Edit Item to edit it in an edit form. You can also click the document type title to edit the document type.
  4. Enter or edit the following information:
    • In the Title column, type the title of the document type.
    • If the document type is mandatory only for specific locations, add the necessary locations in the Mandatory for Locations field.
    • If the document type is mandatory only for specific job roles, specify the necessary job roles in the Only for Job Roles field.
    • If the document type is mandatory only for specific employment types, add the necessary employment types in the Mandatory for Employment Types field.
  5. Click Save unless you edit/create a document type in the spreadsheet view where changes are saved automatically.

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