Add a Document Type in HRM

Define document categories to support employee onboarding, verification, and compliance — with required field logic for audit and operational clarity.

🔐 Access Control

• Only Admin users or staff with HRM setup permissions can add or edit document types
• From the Dashboard, use the side menu to navigate: HRM → System Setup → Document Type

🧭 Step-by-Step: Add a Document Type

1️⃣ Open Document Type Setup

• Navigate to the Document Type section under System Setup
• Click the ➕ icon to open the “Create Document Type” form

2️⃣ Enter Document Details

• Name*: Enter the document name — UK-relevant examples include:
  • Passport, Driving Licence, Right to Work, DBS Certificate
  • CV, Employment Contract, Training Certificate, Proof of Address
  • Photos, Results, Reference Letter, Health Declaration
• Required Field*: Select whether this document is mandatory for onboarding or role compliance:
  • Required for legal or operational essentials
  • Not Required for optional uploads or role-specific documents

3️⃣ Save the Document Type

• Click Create to add the document type
• The new entry will appear in the list with action icons:
  • 🖊️ Edit
  • 🗑️ Delete

✅ Best Practices

• Mark Right to Work, DBS, and Passport as required for legal compliance
• Use clear naming to match onboarding checklists and audit trails
• Add all relevant types before assigning employee uploads
• Review document types quarterly to reflect policy changes or sector requirements
• Avoid vague names like Misc — be specific for traceability and HR clarity