How to Make Document Master for Onboarding in WeekMate HRMS
How to Make Document Master for Onboarding
Overview
The Document Master in WeekMate HRMS allows you to define and manage the list of documents required during the onboarding process. These documents can include identity proofs, educational certificates, and organization-specific forms.
Creating a document master ensures that every new employee submits the required documents in a structured and consistent way during onboarding.
This guide explains how to create a document master for onboarding in WeekMate HRMS.
Before You Begin
Before creating a document master, make sure:
You are logged in to your WeekMate HRMS account.
You have permission to manage onboarding settings.
The onboarding workflow is already configured.
You have a list of required documents for new employees.
Steps
Log in to your WeekMate HRMS account.
Navigate to the Recruitment or Onboarding module.
Open Document Master or Onboarding Document Master.
Click Add Document.
Enter the document name (for example: Aadhaar Card, PAN Card, Resume).
Select the document type or category, if available.
Set whether the document is mandatory or optional.
Add any instructions or notes for the document, if required.
Review the document configuration.
Click Save to add the document to the master list.
The document will now be available during the onboarding process for candidate submission and verification.
Video Tutorial
Watch the video below for a complete walkthrough of creating a document master for onboarding in WeekMate HRMS.
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