Document checklist:

✅ 1. Document Checklist

Purpose:
To define a set of documents that newly joined employees must submit during the onboarding process.

Key Features:

• Create any number of checklist items as per company requirements.

• Tag checklist items based on role, location, or department.

• Mark documents as mandatory or optional.

• Track which documents have been submitted or are pending.

Examples of Checklist Items:

• PAN Card

• Aadhaar Card

• Educational Certificates

• Previous Employment Relieving Letter

• Passport Size Photograph

• Bank Details Form

  Template

  

• To create reusable document templates that can be customized and sent to employees during onboarding.
• Key Features:

• Create unlimited templates such as:

• Use dynamic placeholders like:

  • Offer Letter

  • Appointment Letter

  • Conditional Offer Letter

  • Internship Letter

  • Experience Letter

• Preview before sending.

  • {{Employee Name}}, {{Designation}}, {{Joining Date}}, {{CTC}}, etc.

  • Send directly to selected employees.