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Add a requirement (My Documents)
My Documents: your documents and where each stands, what is required and missing, what HR has asked for, letters and certificates, upload, replace and preview. This article covers: Add a requirement.
Before you start
- Access. You need access to Employee Services > My Documents. If you do not see it in the menu, ask your administrator for the role that covers this area.
Steps
Open Employee Services > My Documents.
Select Add a requirement.
In the window Required-document rule fill in the fields below.
| Field | What it means and what to enter |
|---|---|
| Document (required) | Choose from the list. |
| Must be provided | Choose one: Yes, No. |
| Rule is on | Choose one: Yes, No. |
| Employment category | Choose one: Everyone, Permanent, Contract, Intern, Consultant, Part time. |
| Department | Type the department. |
| Legal entity | Type the legal entity. |
| Country | The country. |
| Position | Type the position. |
| Location | Type the location. |
| Employment type | Type the employment type. |
| Days allowed after joining | Type the days allowed after joining. |
| Notes | Free text for your own notes. |
- Select Add rule.
The window closes and the table shows the result.
If something does not work
- The button "Add a requirement" is missing. You do not have the permission, or the page is not in your menu. See Access above.
- A list in the window is empty. The records it picks from do not exist yet.
- The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.