How to add HR docs to Configuration

HR Documents

In this section, you will define the human resources required documents for the Users in the agency. Here are a few examples: Resume, Work permit, driver’s license, and so on. Each agency defines its own set of documents.

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.