Document taxonomy

Define the document rules before employees upload files.

Tailor a country-aware document taxonomy — names, required status, field details and multi-file slots — so HRM collects and reviews employee files consistently.

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Country-aware types Required flags Multi-file slots
Document Types settingsSaved
Required Fields Size Review
Mandatory document

Required types can appear in employee compliance checklists.

Required detailSynced
WORKFLOW LIFECYCLE

Document Types work stays structured from setup to review.

Tailor a country-aware document taxonomy — names, required status, field details and multi-file slots — so HRM collects and reviews employee files consistently.

  1. 01Review built-in typesReady
  2. 02Tailor labelsReady
  3. 03Set field detailsReady
  4. 04Mark requiredReady
  5. 05Use in uploadsDone
CONTROL SURFACE

Document Types controls keep records clean and traceable.

Every view stays structured and reviewable — nothing hides behind a tab.

Required

Mandatory document

Required types can appear in employee compliance checklists.

  • ExampleGovernment ID
  • RequiredYes
  • ChecklistVisible

Fields

Per-type detail

Each type defines its own field details, including optional expiry dates and multi-file slots such as front and back.

  • FieldsPer type
  • ExpiryOptional field
  • SlotsFront/back

Size

Upload limit

A global maximum file size is enforced before the file is accepted; per-type sizes are shown as guidance.

  • Default10 MB
  • ScopeGlobal
  • HintPer type

Review

Workflow switch

A company-level switch turns the review workflow off, so uploads land as uploaded rather than pending.

  • ReviewOn/off
  • OffUploaded state
  • OnPending state
THE FOUNDATION

Document Types workflows that stay connected.

Tailor a country-aware document taxonomy — names, required status, field details and multi-file slots — so HRM collects and reviews employee files consistently.

Country-aware taxonomy

Each company starts with the built-in document types for its country — Emirates ID, visa and labour card for the UAE, CNIC and domicile for Pakistan — which HR can rename and tailor.

Upload validation

A global format and size rule (10 MB by default) keeps file intake predictable.

Compliance rules

Required types drive checklist and follow-up behavior.

BUILT FOR CONTROL

Details that make document types dependable.

01

Country-aware categories

The built-in taxonomy matches the company's country, and HR tailors the labels rather than starting from nothing.

02

Required document rules

Required flags help identify missing employee paperwork.

03

Multi-file slots

Types can demand multiple files per entry — front and back of a card, each individually required.

04

Multiple entries

A type can allow several entries per employee, for people who hold more than one of a document.

05

Expiry-aware setup

Expiry can be captured as an optional field, feeding the 30-day expiring-soon badge.

06

Reusable taxonomy

The same type rules apply across employee records.

CONNECTED BY DESIGN

Document Types works with the rest of HRM.

  • Employee Documents
  • File Uploads
  • Document Verification
  • Employees
  • Reports
COMMON QUESTIONS

What HR teams usually ask about document types.

The country taxonomy arrives built in and HR tailors it — renaming types and adjusting their details rather than authoring new ones.

Yes. Required types can be used for employee compliance checks.

Yes. Expiry is an optional field per type.

Operentra HRM / Document Types

See how document types fits your HR operation.

Map your current workflow to the right HRM setup, permissions and rollout plan.