Manage document categories (admin)

HRStop lets you upload employees’ documents. Employees can also upload their required documents.

Create document categories in your HRStop portal so that employees can submit their documents in the respective category.

• Navigate to Control Panel → Settings → Employees.
• Scroll down to Document Category.
• Add the Category Title
  • Description - Use this to explain what the document is for
  • Number of documents required - 1/2/3/... (as required)
  • Applicability - Who can upload the document; Anyone allows both employees and admins to upload it
  • Expiry - Select this if the document has an expiry date; if notifications are enabled, the system sends alerts to the concerned stakeholders when the document is about to expire
  • Mandatory - Select this if the document must be updated against the employee profile
  • Identification# - Select this if you want the identification number of the document to be captured separately against the document
• Click the +Add button.

Verify/approve documents uploaded by employees

• Log in as an admin with access to the Employees module.
• Go to Control Panel → Employees → View Add → Documents (the Documents button is at the top right of the page).
• Scroll down to the Filter band.
• Select the document category and the status Uploaded (if you only want to see documents that are uploaded but not yet approved). Click Filter.
• To view a document, click the View icon next to it.
• Select the documents you want to mark as Verified.
• Click the Actions button at the top of the list and click the Verify option.

Upload an employee’s documents as an admin

• Log in as an admin with access to the Employees module.
• Go to Control Panel → Employees → View Add.
• Click the Edit button next to the employee.
• Click the Documents tab.
• Select the Document Category. Document status should be Verified. Provide more details if required.
• Select the employee’s document file and click the Add button.

The uploaded entry appears in the list view, where you can perform various actions on it using the options under Actions.