How to Use the Document Enforcement Group | Workwisely

Document Enforcement Group

DOCUMENT POLICY

Document Enforcement Group

Define which documents each type of new hire must submit — and let the system enforce it before onboarding can close.

Governance
person WHO USES THIS
▸HR ops codifying document requirements
▸Compliance teams enforcing per-role paperwork
▸Admins managing different joiner types
target WHAT YOU'LL ACHIEVE
▸Create reusable document-requirement groups
▸Enforce completeness before onboarding exit
▸Reduce missing-paperwork escalations

The Document Enforcement Group in the onboarding process ensures that specific documents are mandatory for upload and the uploaded document is signed by the employee. The configuration for this enforcement needs to be set up in the Document Sub Type section. Below are the key details of how it works:

Configuration in Document Sub Type

  • Navigate to CoreHR → Employee Data Management → Document Sub Type and Click +Add New

  • Enable the enforcement group to make the document mandatory during the onboarding process.

  • Employees can be required to upload necessary personal documents, such as ID proofs, educational certificates, or previous employment records.

  • If enabled, the employee is required to submit the necessary document during onboarding and will not be able to skip this step.





Fig: Document Subtype

Fields Description

Title

Description

Document Category

Mandatory Field

Select the appropriate category from the dropdown menu, such as Employment, Personal, Education, etc.

Document Type

Mandatory Field

The document type will be displayed based on the selected document category. For example, if "Education" is chosen as the document category, the available document types may include "Academic" or "Certificates."

Document Subtype


Type the document sub type name as per your requirement.

Enforce during Onboarding

  • If this flag is enabled, the employee is required to submit necessary documents during onboarding and will not be able to skip this step.

  • To create an enforcement group, click on +Add Document Enforcement Group, which will open a pop-up window. This will allow you to create a new group. Once created, select the newly created group from the Document Enforcement Group dropdown. 

Document to be uploaded during self onboarding


  • During self-onboarding, the employer can upload the required document for the employee. The employee must download the document, sign it manually, and then upload the scanned copy as part of the onboarding process.

  • If you upload a document, please update the instructions in the mail content box below. The same text will be displayed during the self-onboarding process.


Fig: Enforce During Onboarding
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