Documents
| Documents | |
|---|---|
| Name: | Documents |
| Tech Name: | Documents |
| Class Name: | Document |
| Type: | Standard |
| Template: | Security_groups, Assignable, Basic |
| Custom Module: | No |
| Auditable: | No |
| Importable: | No |
| Reportable: | Yes |
| Hide module on Main Page: | No |
Contents
Short Description
Stores electronic versions of documents
Business Description
Documents is a module where electronic versions of documents can be stored. They can be uploaded from the subpanel Documents in other modules or created in this module. Documents can be added in modules such as:
- Canidates,
- Candidatures,
- Delegations,
- Contracts,
- Terms of Employment,
- Positions,
- Trainings,
- Exit Interviews,
- Appraisals,
- Certificates.
These are also subpanels in the record detail view in the Documents module itself. There can also be added materials and documents used for marketing and commercial purposes. The system allows to set the appropriate document category from values such as: Marketing, Knowledge Base, Sales.
The range of possibilities for adding different types of documents is wide. There can be attached documents with various extensions, for example doc, xlsx, pdf or jpg. The attached file can be downloaded by all users who have access to it by clicking on the file in the File Name field.
Subsequent changes made to the document are marked with the revision number. Revisions can be added from the Document Revisions subpanel located under the detailed view of a document record. Subsequent additions of a revision change the number in the detailed view of the document.
The Document record can have various statuses: Active, Draft, FAQ, Expired, Under Review or Pending.
It is also possible to create a links between different documents and their revisions.
The system allows to specify the type of document: EULA, Mail Merge, NDA, License Agreement.
Custom Actions
| Action | Type | Short Description |
|---|---|---|
| Download document | Other | The action allows to download the attached document. |
| Linking two documents | EditView Button | This action allows to link one document to another. |
Processes
Related Processes
| Process | Short Description |
|---|---|
| Analytics | |
| Competencies and Skills | Management of employees' competences and skills |
| Create new Document | Process of creating a new document in the documents module. |
| Employment History | The description of functionalities enabling documentation collection and analysis related to terms of employment of employees |
| Job Description | The description of the functionalities associated with workplace |
| Leave Management | Managing employee absences in the office |
| Offboarding | How to start and conduct an offboarding process |
| Onboarding | How to start and conduct an onboarding process |
| Recruitment | The recruitment process with a description of all records needed to carry it out |
| Travel and Expences | Meeting clients is crucial for building fruitful business relationship. Attending fairs can help to obtain valuable contacts. Sending employees to conferences and meet-ups develops company's human capital. All travel-related activities management is available in MintHCM. |
Related Process Steps
Related Features
Affected by
Initiating
Related Integrations
Structure
Fields
Relationships
| Laft | Type | Right | Short Description | Relationship |
|---|---|---|---|---|
| Documents | one-to-many | Document Revisions | One Document record can have many related Document Revisions records, but a specific Document Revisions record can be related to only one Document record. | Relationship: Documents - DocumentRevisions |