Define the document rules before employees upload files.
Configure document types with names, codes, required status, allowed formats, maximum file size and expiry behavior so HRM validates files consistently.
Document Types
01Create typeDocument Types process stepActive
02Set formatsDocument Types process stepActive
03Choose expiryDocument Types process stepActive
Document Types workflows that stay connected.
Configure document types with names, codes, required status, allowed formats, maximum file size and expiry behavior so HRM validates files consistently.
Type setup
Each document type defines what HR expects to collect and review.
Upload validation
Allowed formats and maximum size keep file intake predictable.
Compliance rules
Required and expiring types can drive checklist and follow-up behavior.
Document Types work stays structured from setup to review.
Configure document types with names, codes, required status, allowed formats, maximum file size and expiry behavior so HRM validates files consistently.
- Create type
- Set formats
- Choose expiry
- Mark required
Document Types controls keep records clean and traceable.
Choose a view to see how this module keeps daily HR work structured and reviewable.
Required
Required types can appear in employee compliance checklists.
Values remain traceable in HRM.Details that make document types dependable.
Custom document categories
HR can add the document labels the business needs.
Required document rules
Required flags help identify missing employee paperwork.
Format restrictions
Invalid extensions are blocked for cleaner records.
Size restrictions
Oversized files are rejected before they create storage issues.
Expiry-aware setup
Types can request expiry dates and trigger reminders.
Reusable taxonomy
The same type rules apply across employee records.
Document Types works with the rest of HRM.
Employee Documents
Shared context keeps this workflow aligned with employee documents records.
ConnectedFile Uploads
Shared context keeps this workflow aligned with file uploads records.
ConnectedDocument Verification
Shared context keeps this workflow aligned with document verification records.
ConnectedEmployees
Shared context keeps this workflow aligned with employees records.
ConnectedReports
Shared context keeps this workflow aligned with reports records.
ConnectedWhat HR teams usually ask about document types.
Yes. Formats, file size and expiry behavior are configured per type.
Yes. Required types can be used for employee compliance checks.
Yes. Expiry tracking is optional by type.
See how document types fits your HR operation.
Map your current workflow to the right HRM setup, permissions and rollout plan.