Upload Document Types for Onboarding Policies

Excerpt From An Article

This article is an excerpt from another article: Complete Guide to Policies for Onboarding

Document Types allows you to organize items that you want in the Electronic Filing Cabinet uploaded for the employee record (e.g. driver's license, certification document, etc.).

Navigating to Onboarding Policies
  • Click Administration from the top menu bar of Onboarding.

    Onboarding_-_Admin_-_Administration.png

  • In the Administration menu, click the Policies tab.

    ONB_Administration_Menu_-_Policies_-_00.png

  • From the Policies page, you will see any existing Onboarding policies or Upload Document Types.

    Policies_-_Menu_-_00.png

Adding an Upload Document Type 

  • Click Add Document Type.

    Document_Type_-_Add_-_00.png

  • Enter the name for the document type.

    Document_Type_-_Add_-_01.png

  • Click Add when finished. 

Editing an Upload Document Type 

  • Under the Actions column, click the ... button.

    Document_Type_-_Actions_-_01.png

  • Click Edit.

    Document_Type_-_Edit_-_00.png

  • Edit the upload document type name.

    Document_Type_-_Edit_-_01.png

  • When finished, click Save.

Deleting an Upload Document Type 

  • Under the Actions column, click the ... button.

    Document_Type_-_Actions_-_01.png

  • Click Delete.

    Document_Type_-_Delete_-_00.png

  • The following modal window will appear. Click Disable to delete the upload document type.

    Document_Type_-_Delete_-_01.png

Was this article helpful?
0 out of 0 found this helpful