In HRSimplified, HR managers can define a set of standard required documents that every candidate must submit as part of the job application process. These document requirements ensure consistency and compliance across all job postings. This guide explains how to configure standard required documents for all job applications.

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Steps to Set Required Documents: #

1. Navigate to Company Settings #

• Log in to HRSimplified and go to the Administration Module.
• In the left-hand menu, select Company Settings to access the overall company configuration page.

2. Go to the Job Application Settings #

• Within the Company Settings section, locate the Settings or a similar subsection for configuring recruitment processes.
• Here, you will find an option to set standard required documents for job applications.

3. Add Standard Required Documents #

• In this section, you can define the types of documents that all candidates must submit when applying for any position in your company.
  • Examples of standard documents include:
    • Resume/CV
    • Cover Letter
    • Certificates (e.g., educational or professional certificates)
    • Portfolio (for creative roles)
    • References
• To add a new required document, select Add Document Type and enter the name of the document (e.g., “Resume”).

4. Save and Apply Settings #

• After entering all necessary documents, click Save to apply the changes. These document requirements will now be automatically applied to all future job postings, ensuring that candidates are prompted to submit the specified documents when they apply.

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How It Works for Candidates: #

1. Document Uploads During Application #

• When candidates apply for a position, they will be required to upload the specified documents as part of the application process.
• The system will prompt candidates to submit the required files before they can complete their application.

2. Tracking Document Submissions #

• HR can track whether candidates have submitted the required documents by viewing their application in the Recruitment Module.
• If a candidate fails to upload all required documents, HR can use the Request Upload of Documents feature to ask the candidate for any missing files.
• HR can also approve the uploaded documents and mark then as approved. (Since they are later moved to the employee record if the candidate becomes a employee)

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Important Notes: #

• Consistency Across Job Postings: Once standard required documents are set, they will be applied to all job postings by default, ensuring consistent document collection across the company.
• Customizing Document Requirements: While standard required documents are set company-wide, you can still customize additional document requirements on a per-job basis when creating new job postings.