Introduction/Purpose: 

This module is designed to manage and classify different types of documents associated with employees, providing a structured and organized approach to document management within the system.

The primary purpose of the Document Type module is to centralize and streamline the storage, retrieval, and tracking of various documents related to employee profiles. It offers a standardized framework for categorizing documents based on their purpose, enabling HR administrators to efficiently manage employee documentation throughout their employment lifecycle.

How To Navigate: 

The navigation to a document type in a HRMS typically involves the following steps:

• Click on the main navigation icon: The main navigation icon located in the top  right corner of the screen. Clicking on this icon will open the navigation menu, which typically includes links to various sections of the HRMS system.

• Click on the core master section: The Relationship type is located under the employee config section. By clicking on the document type will display an document name, added by, added date, code, approval status, status and action.

Listing: 

• Quick Search: This feature allows users to quickly search for specific records or information within a listing. It enables users to enter keywords or criteria to find relevant data efficiently.

• Export: The Export feature allows users to extract data from a system or application and save it in a format that can be used in other programs . It provides options to export data in formats such as Excel, CSV, and PDF in landscape or portable formats.

• Hide and Show Column: This feature allows users to customize the display of columns in a table or listing. Users can choose to hide or show specific columns based on their preferences or the information they need to view, providing a more personalized and streamlined user experience.

• Show all listing records: This feature allows users to display all records or entries in a listing or database at once. It eliminates any pagination limits and shows a comprehensive view of all available data, making it easier to browse through and analyze large datasets.

• Advanced Search: Advanced Search provides users with additional search options and filters to refine their queries and find specific records or information within a system or application. It typically offers more advanced search criteria, such as date ranges, multiple keyboard inputs, or specific field searches.

• Delete Row: This feature allows users to remove a specific row or record from a table or listing. It provides a means to remove unwanted or outdated data, enabling data cleanup and maintenance within the system.

• Pagination: It typically includes navigation links or buttons to move between pages, making it easier to browse and navigate through large datasets without overwhelming the user with all the records at once.

Recording & Update:

The document type in a core master module is typically includes:

• Name: It enables users to enter the name of an Address type.

• Status: Status typically refers to the state of the address type status.

• Document Category: It enables the user to select the document type from the document type categories.

The user can perform the following actions in this section:

• Discard: This option allows the user to discard the changes before saving it.

• Save: This option allows the user to add the special category types in the system.