Document Categories

Manage document categories under Settings > People > Documents > Document Categories. Categories organize employee documents into logical groups and are used when uploading files in the employee profile.

The system comes with nine predefined categories: Employment Contracts, Medical Certificate, Official Document, Application Documents, Payslip, Performance Reviews, Reference Letters, Other Document, and Academic Documents. These system categories have internal assignments for data processing. You can edit their name and description, but it is recommended to keep them unchanged so the system can correctly identify document types for automated processing.

You can create up to 50 categories in total. To add a custom category, click Create new category and enter a name and description. Each category can be set to active or inactive. The new category is immediately available when uploading documents in the employee profile.

A category can only be deleted if no documents are assigned to it. When documents still exist in a category, you need to reassign or delete them first.