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Documents

This page is used to manage all types of documents required during the Document Collection stage of the Joining Stage. HR can create and configure documents such as government IDs, academic certificates, and other relevant employee documents.

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1) Create Document:

Click on the Create button to add a new document. Here, you can configure details such as:

  • Document Name: Specify the name of the document (e.g., Passport, Pan Card).

  • Document Type: Select the category of the document (Government, Academic Certificate, Any Other).

  • Two-Sided Option: Enable if the document has details on both sides.

  • Multiple Document Option: Enable if multiple copies of the same document are needed.

  • Document Fields: Select the fields required for each document (e.g., Name, Date of Birth, Address). You can pick from existing fields or add new ones.

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2) Bulk Action:

With the Bulk Action feature, you can delete multiple documents at once, streamlining the process of managing and maintaining recruitment process.

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How This Feature Helps:

This feature streamlines the Document Collection process in the joining stage. HR can pre-define required documents, configure fields, and manage multiple employee submissions efficiently, ensuring a smooth onboarding experience.

This feature is optional. If your company does not require document collection through the system, you can skip configuring it.

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