Introduction/Purpose: 

The document category feature in the employee configuration of an HRMS is designed to organize and manage various types of documents related to employees. These documents serve as proof of identity, address, income, and other relevant information required for employee records and compliance purposes.

The purpose of document categories in the employee configuration of an HRMS is to categorize and store different types of documents associated with employees. Each document category represents a specific type of document and provides a standardized method of organizing and managing these records within the HRMS. 

How To Navigate: 

The navigation to a document categories 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 Relationship type will display an Relationship type, 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 categories in a core master module is typically includes:

• Document Category: It enables users to enter the name of a document type.

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

The user can perform the following actions in this section:

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

• Submit: This option allows the user to add the document category types in the system.