All Collections
Human Resources (HR)
HR Setup
Understanding Document Types in HR Management
Understanding Document Types in HR Management

Streamline HR document organization with document types. Categorize and manage documents effectively for improved efficiency.

Mayer Brach avatar
Written by Mayer Brach
Updated over a week ago

Introduction to document types

Document types in Fingercheck allow for further categorization and organization of HR documents. By assigning specific document types to your documents, you can easily filter and search for documents based on their purpose or content.

Creating Document Types

To create document types in Fingercheck, follow these steps:

  1. Log in to your Fingercheck account as an Administrator.

  2. Navigate to the SETUP tab > HR > Documents.

  3. Click on the "Document Types" tab.

  4. Click "Add" to create a new document type.

  5. Enter a name for the document type, such as "Employee Handbook" or "Training Manual."

  6. Save the document type.

Assigning Document Types to documents

To assign document types to your HR documents, follow these steps:

  1. Access the SETUP tab > HR > Documents.

  2. Select the HR document to which you want to assign a document type.

  3. In the document details, locate the "Document Type" field.

  4. Click on the dropdown menu and choose the appropriate document type from the list.

  5. Save the changes.

Using Document Types to streamline self-onboarding with document packages

Document types in Fingercheck offer more than just organization – they simplify the self-onboarding process by allowing administrators to create document packages for new employees. This feature bundles necessary documents and agreements, saving time and ensuring a comprehensive onboarding experience.

Benefits of Document Types

By utilizing document types in Fingercheck, you can:

  • Easily categorize and organize your HR documents based on their purpose or content.

  • Efficiently filter and search for specific types of documents.

  • Streamline document management and retrieval processes.

  • Customize the availability and accessibility of documents based on their assigned document types.

  • Enhance overall document organization and improve HR workflows.

Thank you for using Fingercheck. If you have any questions on this article's topic, you can reach out to our team at 1-800-610-9501 or use the chat option below.

Did this answer your question?