When you are viewing an employee’s profile, you will see multiple tabs, including "Documentation" as the default tab selected.
The Documentation section has three types of expected documents:
The first will always show license information if the employee’s role matches a license we are able to verify. For more information, please visit our In App Credentialing Help Center Article.
There will be a list of forms in your onboarding packet shown next.
By default, these will always show either a red or green symbol identifying whether the document is missing or completed:
You will be able to view/download the completed documents in the “Download” section. This will show you all documents that have been submitted: To access employees’ completed documents in Apploi, follow these steps:
Navigate to your dashboard.
Open the employee’s profile.
Locate their documents or onboarding packet.
Use the download option to retrieve the completed files. This process allows you to quickly access and download any completed documents for your records.
The last type of documents are those you add to the system.
You have the ability to add any type of documents you’d like, especially ones that have expiration dates. You can add these by clicking on “Add Document” and filling out the information needed, including adding an attachmentApploi provides robust reporting features to help you track document completion and identify pending actions. Here’s how you can use these features:
Access Reports:
Go to the Reports section in Apploi.
Open the relevant report for document tracking, such as the "Employee Documents Completion Time" report.
Review Document Status:
Check the timing details for all documents to see when they were sent and completed.
If a document’s completion field is blank, it indicates that the employee hasn’t completed it yet.
Filter and Narrow Results:
Use filters to focus on specific documents or employees as needed.
For Candidates and Offer-Related Documents:
Open the "All Documents: Completed" report.
Adjust filters, such as removing the default "Document Sent Date" filter, to expand the date range.
Review the sent and completion date columns to track progress. These steps help you identify which documents are ready for your review or signature and which require follow-up.
If you need to edit or add additional document or expected documents, please reach out to your Customer Success Manager or our Customer Support team.
Tips for Effective Use
Regularly review reports to stay updated on document statuses.
Use filters strategically to save time and focus on specific tasks.
Ensure employees are aware of pending documents to avoid delays.
By following these guidelines, you can efficiently manage and track employee documents within Apploi, ensuring a smooth and organized workflow.