When employees want to attach documents other than qualifications, experience and certifications. First of all, the employer needs to create a documents type.
To know more about how to manage document type. Follow the following steps.
- In the navbar click the masters' tab.
- The above step will open new tabs in the dropdown. Click the general masters' tab.
- Click the document types tab.
- The above step will open the document type listing page.
- Click create button to create document type.
- Field with red sterics is necessary to fill.
- The above step will open a popup to create a document type.
- Enter document type name.
- Below checkboxes have their own purpose. Click each if you want to add.
- Required means that attachment is required.
- Expiry means that it has an expiry date.
- Multiple attachments mean that a single employee can use them multiple time.
- Additional information means that additional information is required.
- Click on additional information will add additional information section.
- Click create button to add additional information.
- Click on create button will open a popup to add additional information.
- Enter name.
- Select type.
- Click required. If additional information is required.
- Enter the minimum and maximum value.
- Click the save button to add additional information.
- Click the save button present on document type to create document type.
- Document type will be created and look like.
- Click the edit button to edit document type.
- Click on the edit button will open a popup to edit document type. Edit process is the same as like create process. Repeat step 8-11 from the above section of the document to edit document type.
- Click the View button to view document type.
- Click the delete button to delete document type.
- Click on the delete button will open a confirmation popup to delete document type.
- Click yes if you want to delete.
- Click no if you don't want to delete.