Document Verification during Onboarding

Document Verification during Onboarding

Menu : HR Manager > Onboarding > Document Verification tab
Quick Access : HR Manager > Bulk Upload & Update > Document Verification tab
Accessible to : HR Managers / HR Executive / Chief of HR as per Setup



Document Verification tab is visible only when in Onboarding Setup parameter "Enable Document Verification" is Yes. 
  1. On this tab all document records for all employees who are a part of the onboarding process and have not been updated as joined are shown
  2. Search by predefined periods is allowed, when Custom is selected show From Date / To Date (allow to search for a maximum of 31 days)

  1. All the documents are shown here which are uploaded during onboarding process either by Employee or HR
  2. Click on action button Verify to verify the documents 
  3. Click on action button Download to download the documents.


- If you have verified a document you can still change its status to Unverified by clicking on "Unverify" button.


Notes
Note -
1. All verified records are hidden after an employee is updated as joined 
2. When an employee is deleted or updated as did not join their document records are deleted
3. You can view details of employees who have been updated as joined from Document Verification Status report.


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