How to add a new candidate document type?

The onboarding stage is the final stage of hiring wherein HR can request the final documents from the newly hired employee. These documents can be viewed in the candidate’s details page  onboarding section. They can be supporting documents, academic transcripts, pay slips, etc. Any document type to be requested from the candidate can be added by the administrator on the settings page. 

To add such document types,

Step 1: Login as a user with the Administrator role, and go to Settings > Candidate.

Step 2: Under the Candidate Document section, click on Add Document Type.

Step 3: You can add the document type one by one, or in bulk by following the provided template.

Steps to add in bulk

1. Click on “Download template for bulk upload” to download the excel template.

2. Enter the names in the excel sheet and upload the sheet in the below space. 

3. Finally, click Save to complete the process.

Step 4: If you have chosen the option to add the document type one by one, after entering the type name, select the document access type below. You can either show the document to the candidates or hide it from the candidates. The hidden document type will not be available for the recruiter to request from the candidate. Instead, it will be used to specify the type of document uploaded from the job page.

If you have chosen the Bulk Upload option, you have to specify the access type in the excel template. 

Step 5: If all details are provided, click on Save to save the document type.