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How to Set Up Document Types
How to Set Up Document Types

Guide on how to set up document types for onboarding employees

Yuvo-san avatar
Written by Yuvo-san
Updated over a week ago

Go to Company > Company Settings > Document Type.

You can edit each entry by clicking on the pencil icon or create a new entry by clicking on "Add new document type".

Fill in the name of the document type and click on "Create".

Assigning a document type to employees

Once the relevant document types have been created, you can assign it to employees.

Click on the name of the document type. This will bring up the list of employees and the status of any documents they have uploaded under that document type.

Check the circle on the left hand side to assign the document type to an employee, or un-check it to remove that document type for that employee.

You can also select the documents to be uploaded by a new employee when adding a new joinee.

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