Within HRWize, you have the ability to distinguish certain documents as mandatory documents. Mandatory documents are types of documents that, by law, certain companies are required to keep a record of. Examples of these types of documents could be, Passports, Driving licenses and Right to work forms. 

Mandatory documents can be set up by going to:

Administration > HR > Data Management > Mandatory Documents > Mandatory Documents 

Here, you can add a new Mandatory document type to the list by clicking on the 'Add' button below the table.

Once a new document type has been added, when you are uploading a document to an employee file (on the employee card), you will be able to select whether or not this is a Mandatory document using a populated drop-down list.

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Reminders

When uploading a mandatory document, you will have the option to add an expiry date with another date that will set a reminder notifying you of the document's expiry date. This email reminder is set up as a reminder on the system and can be viewed in:

Time and Attendance > Reminders

Or use the "Reminders" icon on the employee card to whom the reminder refers to.

A setting in Administration > Company > Settings > Company Settings determines who will receive reminders of this type by default. This setting can be found under the "Notifications" heading labelled as "Default mandatory document reminder".

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Required Mandatory Documents

While all mandatory documents are required, there are some that are more important than others. These are referred to as "Required Mandatory Documents".  Some companies choose to set all mandatory documents to "required" while others choose to maintain the distinction.

To select which mandatory documents are required, go to:

Administration > Company > Required Documents 

From here, you will be able to select which types of mandatory documents are required for both employees and candidates who are taking part in your selection process. 

You are then able to clearly check the status of your required mandatory documents by going to:

Administration > HR > Data Management > Mandatory documents > Required mandatory document check

The table will clearly display any existing documents in green, existing documents that have expired in orange and missing documents in red.