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Document Types

Document Types

Document Types define the categories used in the employee Documents tab.

Fields

  • Document Type Name - category name such as Passport or Work Permit.
  • Notify Before - number of days before expiry to start warning.
  • Required by Default - whether this document is generally mandatory.

Workflow

  1. Create document types before uploading employee documents.
  2. Use consistent names because expiry and compliance reporting uses these categories.

Notes

  • Document Types are simple master records.
  • A document type cannot be deleted if employee documents already use it.