Document Type
Document Types define the papers you hold for employees — passport, driving licence, visa, work permit. Each type can carry an expiry date, and the system raises alerts as those approach.
Where to find it
Go to HRM > Settings > Document Type.
Managing document types
| Action | What it does |
|---|---|
| Add New | Create a document type. |
| Edit | Rename a type or change whether it expires. |
| Delete | Remove a type no employee document uses. |
Expiry and alerts
The expiry date is the reason this feature matters. A lapsed visa or work permit is a compliance problem, and the alert is what turns a document you filed once into something the business is actively tracking.
Field reference
| Field | Description |
|---|---|
| Document Type | What the paper is. |
| Has Expiry | Whether documents of this type expire. |
| Alert Before | How far ahead of expiry to warn. |
Related pages
- Add Employee — where documents are attached
- Employee View — documents held for one person
- HRM Settings — module configuration