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How to Set Up Onboarding Documents
How to Set Up Onboarding Documents

How to setup different types of Doc Checks in Vinny

Linh Dory avatar
Written by Linh Dory
Updated over a month ago

How to setup different types of Doc Checks in Vinny

⭕ Creating new documents or document check types

Head to Settings > Admin Settings > Document Settings > Document & Checks

Setting up Document Check

Vincere offers 3 types of Document Checks to ensure streamlined compliance and onboarding processes:

1. Candidate Document Check

This feature helps verify Candidates' compliance either pre-registration or pre-onboarding. Before sending candidates to jobs, ensure they have the required documents based on their assigned Industry & Sub-Industry or Functional Expertise & Sub Functional Expertise.

2. Job
Document Check

This feature allows you to request specific documents based on the job’s Industry or Expertise. For example, different nursing levels in Healthcare may require distinct documentation (e.g., Nursing – Aged Care, Nursing – Critical Care & ICU).

3. Company Document Check

Clients may require specific onboarding documents for their company (e.g., location-specific paperwork or induction packs). You can set up document requirements at the company level, ensuring that any jobs created for that company follow these document rules.

🎯 Candidate Document Check

This feature allows you to collect documents from candidates based on their Industry/Sub-Industry or Functional Expertise/Sub Functional Expertise.

➡️ Steps:

1. Select Your Preferred Setting: Choose between Functional Expertise or Industry for your document checks

  • Navigate to Settings > Admin Settings > Document Settings > Document Checks > CANDIDATE DOC CHECK then select your preferred setting: Functional Expertise or Industry.

📌 Important Note: You can only choose one setting (Industry or Functional Expertise). Changing this setting will affect existing Candidates' onboarding progress.

2. Assign Document Types: After selecting Industry or Functional Expertise, click on the + icon to assign the required documents for that category.

  • Example: Select Logistic Distribution and Supply Chain, then assign the necessary document types. You can do the same for Sub-Industry or Sub-Functional Expertise if needed.

3. Candidate Profile Update: Once a candidate is tagged with an Industry or Functional Expertise, the required documents will be added to their onboarding Doc Checks tab.

📌 Important Note: If a candidate’s Industry or Functional Expertise is updated, the required documents will adjust automatically.

🎯 Job Document Check

This is similar to Candidate Document Check but applies to jobs. You can request documents based on the job’s Industry or Functional Expertise.

➡️ Steps:

1. Select Your Preferred Setting: Choose between Functional Expertise or Industry for the job document checks.

  • Navigate to Settings > Admin Settings > Document Settings > Document Checks > JOB DOC CHECK then select your preferred setting: Functional Expertise or Industry.

📌 Important Note: Changing this setting will affect the onboarding process for existing jobs.

2. Assign Document Types: Select the Industry or Functional Expertise for the job and assign the necessary document types.

  • Example: For Education and Training, you might assign specific document checks for Special Education roles.

If you want to assign documents to the Sub-Industry, click on the Sub-Industry tab > click on the Sub-Industry (example: Special Education) and follow the above steps to assign the document types to the Sub-Industry.

3. Job Profile Update: The required documents for each job will appear in the job’s onboarding tab in the job profile.

📌 Important Note: If a job’s Industry or Functional Expertise is updated, the required documents will be automatically updated.

⭕ Company Document Check

Set document requirements at the Company level to ensure consistency for all jobs created for that client.

➡️ Steps:

1. Access Company Profile: Go to the Company’s profile and click on the Document Check tab.

📌 Important Note: This feature is based on user permissions. Admin users have default access, but other users can be granted access via User Management.

To give access permission to a user, head to Settings > User Management > click on the User's name > click on Permissions > scroll dơn to the 2. Companies:check View or Edit Company Document Checks > Once done, click on Save.

2. Assign Document Types: Click on the + icon to assign the required document types for that company.

3. Job Creation: Once a job is created for that company, the document requirements will automatically apply to the job’s onboarding tab.

📌 Important Note: This only applies to newly created jobs. For existing jobs, you'll need to manually apply document checks.

For further details on how to request onboarding documents from candidates, please refer to this article.


Happy Recruitment #TheVinnyWay🤩

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