In this section, you will add and review the Human Resources documents of the agency.
You will define the list of documents that are required; here are a few examples: Resume, Work permit, Driving license, and so on.
How to add HR docs to Configuration
In order to add the HR documents, you need to follow the steps described below:
1- On the Agency’s Dashboard, go to the Configuration shortcut under the Account subsection.
2- Scroll down to the bottom and click on HR documents.
3- Click on + New HR document.
4- Select the source: Catalog or Manual.
a- If you select from the Catalog, you will choose among the options that the platform provides. You just need to mark the checkboxes and click on Add. Please note that you can add one, several, or select all of them.
b- If you select Manual, then you will be able to configure it and Create it as well.
Edition
Once you have added it, you can edit the Required document if you need it.
Each document has common fields to fill out.
- Name – Here you type the name of the document.
- Default status – The statuses are Missing, Delivered, and Ignored. You select the one you require or consider ideal.
- Position – This box refers to the position the document will have in the list. If you do not want a preset order, and you do not want the documents to be organized by expiration date, you only need to leave it blank.
- Description – Here you can add a short description of the document itself, with no more than 500 characters.
- Allow Uploads Switch – This switch allows each user to upload or not their own documents. If you leave it red, only agency admins will be able to upload them, and if you change it to green, users can upload files.
- Allow Downloads Switch – This switch allows each user to download or not their own documents. If you leave it red, only agency admins will be able to download them, and if you change it to green, users can download files.
- Send email Switch – This switch allows each user to receive or not a notification about their required document’s expiration. If you leave it red, the users won’t be able to be notified once the HR document is expiring, and if you change it to green, users can receive the emails.
- Restricts Switch – This switch is fundamental within the configuration of the required documents, as it restrict the access to each user to properly work on the system. If you leave it red, there won’t be any restrictions, and if you change it to green, users won’t be able to work with an expired/missing HR document.
- Lead time box – This box allows you to configure how long in advance will be restricted to the user when there is an expired document.
Restrict user actions due to missing or expired documents
Step 1: Go to the Agency’s Dashboard.
Step 2: Click on Configuration.
Step 3: Scroll down till HR Documents.
Step 4: Click the Edit button of the document(s) you would like to restrict the user if it is missing or expired.
Step 5: In the new window, activate the Restrict function and define, if necessary, a Lead time that can be restricted.
Step 6: Finally, click on “Update”.
