Document Types

Applies to: HR/Customer administrators

Document types allow an administrator to create a certain document, which may be required by all or selected employees or departments. Once created, the document This document can be marked as required if needed.

• To access Document Types, click on the Documents side menu, followed by the Document Types sub-menu.
  
  
• The Document Types screen will be displayed, possibly showing some previously created entries.
  
  
• When creating a document type, the type could something such as Passport, Driving Licence or as shown above, Employee Contract.
• Enter a type, which is a required field.
• You can then select to add this to a department, by using the Department drop-down menu or leaving department blank, this would apply this document to all employees. As you can see in the example below, a Skills Matrix document type has been added and applied to only the Development department.
  
  
• Finally, you can choose to mark the document as required, by populating the check-box. Doing so, means that the employee has to at some stage, upload the corresponding file for this type.
• An example of a completed document type addition is shown below.
  
  
• Click add and the document type will then be added to either all employees or those selected in the department drop-down menu, if used.
  
  
• An email notification will be sent to all or selected employees, an example of which is shown below.
  
  
• Selected employees will also receive a task within MyPeople, to upload the corresponding document.
  
  
• When an employee matching the criteria set under the new document type view their My Details page, they’ll see the new document type either as a required or standard document and be able to upload the corresponding file.
  
  
• Uploading documents, as well as an employee adding additional material, is covered in greater detail in the related articles below.