Documents

Documents keeps each person’s work documents in one place: passports, visas and work permits, contracts, certificates and questionnaires.

A document with its scan and the Verified badge.

A document with its scan and the Verified badge.

Add a document

1. Open Documents. Go to Documents from the home screen.

2. Add the document. Tap Add Document, choose the document type, and take a photo or pick a file.

3. Check the fields. When the organization has document recognition turned on, WFCC reads the fields from the scan for you. Check them and the Expiry Date.

4. Save. Tap Save changes.

A manager with the right to verify documents can mark a document as verified.

Expiry reminders

When a document is due to expire within 30 days, its owner gets a notification. Managers see what is about to expire on Expiring documents.

Questionnaires and printing

The documents section also holds the employee questionnaire and the candidate questionnaire, and a document can be printed.

Without a connection

Documents you have opened before stay viewable. Adding and deleting documents is queued and syncs when the connection returns.