`๐งญ Why This Page is Important
โ
Central hub for all candidate documents
๐งพ Ensures compliance by uploading essential ID and employment files
๐๏ธ Improves visibility across recruiters and clients
๐ค Helps in pre-screening and placement-readiness
This section plays a vital role in building a verified candidate profileโboosting trust and streamlining hiring workflows.
๐๏ธ What Youโll See on This Page
When viewing the Documents tab inside a candidate profile, youโll find:
๐ Search by File Name: Quickly locate specific files
๐๏ธ Type Filter: Filter documents by category (e.g., Resume, ID, Work Permit)
๐ Uploaded Date: Sort by when the document was added
๐ฆ Upload Document Button: Launches a form to add new files
If no documents exist, youโll see a prompt to begin uploading.
๐ Tip: Filters are especially useful when managing candidates with multiple uploaded files or documents uploaded by various team members.
๐ค How to Upload a Document
To upload a document:
Click the blue Upload Document button.
A pop-up window will appear with the following fields:
Document Type (select from a dropdown list)
Document Upload (choose a file)
Comments (optional โ up to 1000 characters)
โ Show to candidate checkbox (optional)
Once complete, click Save Changes to finalis``e the upload.
Common document types include: Resume, Work Permit, Driverโs License, Academic Certificate, Health Card, Schedule A, and more.
๐ Viewing Uploaded Documents
Uploaded documents appear in a structured table with the following columns:
Column | Description |
๐ File Name | Clickable file name to view/download |
๐๏ธ Type | The document category or label |
๐ Uploaded On | Date the file was uploaded |
๐ค Uploaded By | User name and email who uploaded it |
๐ฌ Comments | Original file name as uploaded (expand/collapse) |
Use the three-dot menu to manage or delete any uploaded file.
Files uploaded by both candidates and internal users are visible here.
๐ก Tips & Best Practices
โ
Label correctly: Always select the correct document type for clarity
๐๏ธ Use the "Show to candidate" option wisely for transparency
๐ Use filters when dealing with high-volume candidate records
๐ Encourage candidates to upload key documents (Resume, ID, Work Permit)
๐ How This Helps You
Keeps candidate profiles audit-ready and complete
Ensures placement readiness and legal compliance
Reduces back-and-forth asking for missing documents
Improves collaboration across internal teams and clients
