Whether it's during the onboarding of a new employee, or throughout their employment within your organization, there may be times when you need to ask them to send you a document; such as a check specimen, certification of some kind, etc.
Agendrix offers you the possibility to ask your employees to send you these documents, and even automatically file them in their employee file 🤩.
📌The document request feature requires the Plus plan.
1- Include document requests in the onboarding Form
Please note that the Onboarding Form must be set up by an account administrator.
If your Onboarding form is not already set up, you can follow this procedure.
To set up the addition of document requests to your existing welcome form;
Click on the “Settings” tab in the main menu on the left
Click on the “Human Resources” submenu
Under the “Onboarding form” section, scroll down to “Document requests”
Click on “Add a document request"
Give a name to the document to be sent by the employee, and add a description if required.
Determine whether you also wish to automatically file the document in a folder
Click on “Save”.
Want to add more than one document? Repeat steps 4 to 7.
2- Request a document at any time
To request a document from an employee at any given time;
Go to the “HR” tab in the main menu on the left
Click on the “Documents” submenu
Click on "Employee documents"
Click on the “Document requests” option
Click on “Create” in the top right-hand corner
Choose to whom you wish to make the document request
Click on “Next"
Name the document you wish to receive and add a description if necessary
Add a deadline, if relevant
Click on “Next"
Determine whether you wish to automatically file the document, and if so, in which folder.
Click on “Create”.
The document request will then be forwarded to the selected person(s).
3- View document requests
To view all document requests;
Go to the “HR” tab in the main menu on the left
Click on the “Documents” submenu
Click on "Employee documents"
Click on the “Document requests” option
You will then be able to consult the requests and see their status among; “Pending”, “Completed” and “Cancelled”.
If necessary, adjust the filter right here to view those with the status you're interested in.
3.1 - Managing requests
You can also send a reminder by clicking on the document or modify a request and delete it by clicking on the three small dots to the right of the request:
