How Do I Configure an Employee Document Type?
Adding an Employee Document Type to the system can help categorise the Employee Document.
- On the left side menu, go to ‘Settings’ and click ‘Employee Documents’.
- Click ‘+ New Document Type’.
- Enter the Name, and Description.
- Choose the Entity and Document Type from the dropdown options.
If you select 'Digitised Form Filling':
- A dropdown option will appear below where you must select a form relevant to the entity.
If you select 'Read & Receipt Document':
- You can add attachment below by clicking on the white box or drag and drop the attachment to the box.
- Tick the box(es) if you would like the document to be Required, Private and Expiry Required.
- Enter the Months Default to Expiry Date, and Days Default to Expiry Date.
- Click ‘Save & Submit’.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
This is required before you can add an Employee Document Type:
Other Options:
- Under the ‘Form’ dropdown options, you will see an option to add more forms, by clicking the ‘Here’ button highlighted. This will take you to the Form Builder section - be cautious that when you click this button, the details you have entered will be deleted.