Any user with the role of Super Admin, People Manager, or Insurance Manager should be able to manage different document types including the newly introduced custom document types.
How to create custom document types?
Step 1
Click on Settings > Company > Employee document types
Step 2
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Click on "Add New"
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You can provide names to the custom document types created both in English and Arabic and mark them mandatory if required as per your business need.
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You can decide if the document has an expiry date and track it as per your decided frequency by enabling "Expiring reminders (email) and setting up the number of months before expiry you would want to receive emails.
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Email reminders will be sent out to Employees, People’s managers, and Super admins at the configured frequency.
Managing the default document types:
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You can now manage the default document types (e.g. Passport, Residence Visa, Iqama, etc.) according to your requirements.
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With the relevant access, you can configure if the default document type is mandatory or not.
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You can change the frequency of the expiry reminder emails that are triggered.
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Please note you will not be able to delete the default document types.
