You can create documents to manage general candidate documentation within Labourly.


Documents focus on education, language, legal, and company-based information.


NOTE:
Before creating a new document, we recommend searching the existing document library first. Labourly includes a pre-populated list of documents and categories that can be reused and customized to fit your organization’s needs.

Candidates cannot upload document files until documents have been created.


To create a document:

  • Go to Documents from the left-hand menu
  • Click Other Documents
  • Click + Document

You will be presented with two options:

Select one or more from the list of pre-existing documents and edit the content to your needs

OR

Create a new document from scratch


Choose how to create the Document:

Option 1: Use an Existing Document

View steps
  • Use the search bar (Search through documents) to find a specific document. Enter the name of the document, then select it by checking the box next to it.
  • You can also expand categories (e.g., Education, Language) to browse available documents.
  • Select one or more documents from the list by checking the boxes next to them.

Before creating copies:

  • Assign to Candidates
    • All Candidates → The document will be assigned to everyone
    • Tagged Candidates → The document will only be assigned to candidates with specific tags
  • Requirement
    • Mandatory→ The document is required
      • It will be assigned to the selected candidates (all or tagged)
      • Candidates must upload it, and missing files will be flagged
    • Suggested→ The document is optional
      • It will appear in the candidate’s list
      • Candidates are not required to upload it

Click CREATE COPIES.




Option 2: Create a New Document

View steps

Click CREATE NEW.

Fill in the following fields:

  • Title → Enter the document name
  • Description → Add a short explanation
  • Category → Select from the available category list or create a new one.
  • Requirement
    • Mandatory→ The document is required
      • It will be assigned to the selected candidates (all or tagged)
      • Candidates must upload it, and missing files will be flagged
    • Suggested→ The document is optional
      • It will appear in the candidate’s list
      • Candidates are not required to upload it
  • Expiry Type
    • NO EXPIRY → Select this if the document does not expire
    • USER GENERATED→ Select this if the document expires
      • Candidates will be able to enter the expiry date when uploading the document
  • Assign to Candidates
    • All Candidates → The document will be assigned to everyone
    • Tagged Candidates → The document will only be assigned to candidates with specific tags

(Optional) Click ADD ANOTHER.

Click SUBMIT.


Verify:

  • Return to the Other Documents section
  • Confirm that the document appears in the list


Your Document database now has your custom list of Documents that you can manage and customize.

If you require a certain document from your Candidates, you can edit the document and change the Requirement setting to Mandatory for all Candidates or only for Candidates with specific Tags.

See also: