Overview:

The Document Types page allows administrators to configure the categories of documents that can be uploaded against employee profiles. Document Types define the classification options available in the Add New Document dialog on the employee's Documents tab. Examples include Passport, Employment Contract, Work Permit, and NDA.

📜 Note:  Only users with Super Admin or HR Manager roles can access the Core HR module. If you cannot see the Core HR menu in the sidebar, contact your system administrator to verify your role and permissions.​

​Prerequisites:

Setup requirement: None — configure before onboarding employees to ensure consistent document categorization.

Configuration Guide:

Accessing Document Types:

·         Log in to the HR360Hub portal with your administrator credentials.

·         On the left-hand sidebar, locate and click Core HR to expand its sub-menu.

·         Click Document Types to open the Document Types list.

Adding a New Document Type:

·         Click the + Add Document Type button at the top-right of the page.

·         The Add Document Type dialog will open.

·         Click Save (orange button) to create the document type, or Cancel to close without saving.

💡 Tip:  Set up all required document types before onboarding employees. Having well-defined types makes it easier for HR staff to consistently categorise and locate employee documents.

Editing a Document Type:

·         Click the pencil icon (✏️) on any document type row to open the Edit Document Type dialog.

·         Update the Document Type Name, Status, or Description as required.

·         Click Update (orange button) to save the changes, or Cancel to discard.

📜 Note:  Setting a document type to Inactive will hide it from the document upload dialog for new documents. Existing employee documents already saved under this type will remain unaffected.

Summary:

The Document Types sub-module standardises how employee documents are categorised in HR360Hub. By defining a consistent set of document categories before onboarding begins, HR teams ensure all uploaded files are correctly classified and consistently managed.

·         Purpose: Configure the document categories available when uploading files to employee profiles.

·         Consistency: Pre-defined types prevent free-text errors and inconsistent labelling across employee records.

·         Inactive Types: Setting a type to Inactive hides it from the upload dialog without affecting existing documents already saved under that type.

·         Rich Descriptions: Use the Description field to document when each type should be used, helping HR staff apply categories correctly.

·         Setup Timing: Document types should be configured before employee onboarding to ensure clean, consistent records from day one.

💡 Tip:  Define all required document types before onboarding employees. Work with your legal and compliance teams to identify mandatory document categories and configure them upfront.