Home Features Tour Pricing
Blog Support Contact us
Call us today on +44 (0)1227 812932 Get your FREE Trial

Deprecated

View knowledge hub


Deprecated feature

This feature has now been deprecated from WhosOff and is no longer available, to new customers.

Please speak with one of our advisors if HR is a feature you are looking for, as we have another platform (WhosOffice) which may suit.

Creating New Document Types

Using Document Types in WhosOff offers you the chance to record specific information,  relevant to your company, against a staff members HR Profile. For example Staff Quarterly Reviews, Pension Schemes etc. These document types can be assigned to one of the 4 HR Categories within the system.

  • Appraisals / Performance
  • Company Benefits / Plans
  • Disciplinary
  • Training / Certs. 

Whilst creating a Document Type you also have the oppurtunity to dictate how many days action is required. 

For example, an Annual Review might have 30 Days action required, therefore the system will warn you within 30 Days of the Due date that the review is Due, prompting you on the HR Dashboard.

To setup a document type you can do the following;

  • Login to your WhosOff Account
  • Using the HR menu click Document Types
  • On the right hand side use the Create New Type form as per the example below;
  1. Catergory Type - Appraisals / Performance
  2. Name - Yearly Review
  3. x Days Action - 30 

For information on assigning Document Types to individual staff members, you can follow any of the below links.

Company Benefits / Plans
Appraisals / Performance
Disciplinary
Training / Certs.

PLATFORMS

Web / Online

CATEGORIES

HR

PHRASES

document, licence, dental, pension, appraisal, HR

Similar articles

Managing your Company Appraisals / Performance

Setup your staff members Quarterly / Yearly Appraisals or regular performance reviews within the HR Module

Manage Disciplinary Records

Using the HR Module in WhosOff you can manage your companies disciplinary records.

Manage Training and Certificates

Within the HR Module you can track and record any Training and / or Certificates that your staff have achieved

Recording Emergency Contacts against Staff

How to record useful Emergency Contact records against staff members on your account

Emergency Contact Self Service

Follow these instructions to record and manage your own emergency contacts.

Managing Company Benefits / Plans

Within the HR Module you can record which Company plans your staff have applied to them, such as Pension Schemes

INSTANTLY REDUCE TIME SPENT ON LEAVE MANAGEMENT

Get your long FREE trial today!

No obligation and no payment setup required.
Sign up today and get until Saturday, 25th November 2023 to try the full service, for Free!
 

Start Your Free Trial