`π§ Why This Page is Important
β
Central hub for all candidate documents
π§Ύ Ensures compliance by uploading essential ID and employment files
ποΈ Improves visibility across recruiters and clients
π€ Helps in pre-screening and placement-readiness
This section plays a vital role in building a verified candidate profileβboosting trust and streamlining hiring workflows.
ποΈ What Youβll See on This Page
When viewing the Documents tab inside a candidate profile, youβll find:
π Search by File Name: Quickly locate specific files
ποΈ Type Filter: Filter documents by category (e.g., Resume, ID, Work Permit)
π Uploaded Date: Sort by when the document was added
π¦ Upload Document Button: Launches a form to add new files
If no documents exist, youβll see a prompt to begin uploading.
π Tip: Filters are especially useful when managing candidates with multiple uploaded files or documents uploaded by various team members.
π€ 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 β up to 1000 characters)
β Show to candidate checkbox (optional)
Once complete, click Save Changes to finalis``e the upload.
Common document types include: Resume, Work Permit, Driverβs License, Academic Certificate, Health Card, Schedule A, and more.
π Viewing Uploaded Documents
Uploaded documents appear in a structured table with the following columns:
Column | Description |
π File Name | Clickable file name to view/download |
ποΈ Type | The document category or label |
π Uploaded On | Date the file was uploaded |
π€ Uploaded By | User name and email who uploaded it |
π¬ 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.
π‘ Tips & Best Practices
β
Label correctly: Always select the correct document type for clarity
ποΈ Use the "Show to candidate" option wisely for transparency
π Use filters when dealing with high-volume candidate records
π Encourage candidates to upload key documents (Resume, ID, Work Permit)
π 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
