How to Set Up Onboarding Documents

How to setup different types of Doc Checks in Vinny

Click on the link ⏬ to skip to the section you're interested in:

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

Check out this article for more information on how to create new documents or Doc Check types.

From here, you can also set verifiers for the documents.

Check out this article for more information on how to set up verifiers.

There are 3 types of Document Checks you can set up in Vincere:

1. Candidate Document Check:

Great for checking Candidates’ compliance pre-registration or pre-onboarding. Before getting Candidates out to jobs, make sure they’ve got all the required documents.

Streamline document collection based on Candidates’ assigned Industry & Sub Industry or Functional Expertise & Sub Functional Expertise.

👉 Click here to skip to Candidate Doc Check.

2. Job Document Check:

Useful if you need specific documents for different levels of Job's Industry or Expertise.

For example, clients in Healthcare & Medical may require different documents for different Nursing levels such as Nursing - Aged Care, Nursing - Critical Care & ICU.

With the Job Doc Check process, you can set required doc types for onboarding on a per job basis based on Job’s assigned Industry & Sub Industry or Functional Expertise & Sub Functional Expertise.

👉 Click here to skip to Job Doc Check.

3. Company Document Check:

Individual clients may require specific onboarding packets for their company such as paperwork for different locations, induction packs and more.

You can set required doc types for each client company to request documents for any jobs created with the Company.

👉 Click here to skip to Company Doc Check.

Read below for more information on each type of Doc Check.

Collect documents from Candidates based on their assigned Industry / Sub Industry / Functional Expertise / Sub Functional Expertise.

1. To get started, first select your preferred setting: Functional Expertise or Industry.

⚠️ Important: You can only choose one setting to apply. For example, if Industry is selected, documents set for Industry / Sub Industry will be applied for Candidate Doc Check.

Switching from Industry to Functional Expertise (and vice versa) will affect the onboarding progress of existing Candidates.

2. For example, you choose Industry as your preferred setting for Candidate Doc Check.

Select the Industry (example: Logistic Distribution and Supply Chain) that you want to add the document check to > Click on the + icon to assign document types.

If you want to assign documents to Sub Industry, click on the Sub Industry tab and select the Sub Industry, and follow the above steps to assign the document types to the Sub Industry. See screenshot below 👇.

This works the same way for Functional Expertise / Sub Functional Expertise if the preferred setting you have chosen is Functional Expertise.

3. When a Candidate is tagged with the Industries / Sub Industries, the documents set for these tags will be added to the Candidate's Onboarding > Doc Checks tab in the Candidate’s profile.

This works the same way for Functional Expertise / Sub Functional Expertise if the preferred setting you have chosen is Functional Expertise.

⚠️ Important: If the Candidate's Industry - Ind. (or Sub Ind.) / Functional Expertise - FE (or Sub FE) are updated, the required documents in the Candidate's Onboarding tab will be updated accordingly.

Similar to Candidate Doc Check, you can collect documents from Candidates based on the Job’s Industry / Sub Industry / Functional Expertise / Sub Functional Expertise that they are shortlisted to or apply for.

1. To get started, first select your preferred setting: Functional Expertise or Industry.

⚠️ Important: You can only choose one setting to apply. For example, if Industry is selected, documents set for Industry / Sub Industry will be applied for Job Doc Check.

Switching from Industry to Functional Expertise and vice versa will affect the onboarding progress of existing Candidates.

2. For example, you choose Industry as your preferred setting for Job Doc Check.

Select the Industry (example: Education and Training) that you want to add the document check to > Click on the + icon to assign document types.

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

This works the same way for Functional Expertise / Sub Functional Expertise if the preferred setting you have chosen is Functional Expertise.

3. When a Job is tagged, the documents set for Industry / Sub Industry will be added to the Job’s Onboarding tab on the Job’s profile. See screenshot below 👇.

Documents set in Job Doc Check will be added to the Job's Onboarding tab.

This works the same way for Functional Expertise / Sub Functional Expertise if the preferred setting is Functional Expertise.

⚠️ Important: If the Job's Industry - Ind. (or Sub Ind.) / Functional Expertise - FE (or Sub FE) are updated, the required documents in the Jobs Onboarding tab will be updated accordingly.

Need candidates to upload specific documents when applying for any jobs with a Client, good news is you can request documents on a Company level, so you don’t have to set up documents for every new job.

1. To get started, first head over to the Company's profile > click on Document Check.

Note: Company Document Check is user permission based. Admin Users have default access to this tab on the Company's profile.

To give access permission to an user, head to User Management > click on the User's name > click on Permissions > 2. Companies: check View or Edit Company Document Checks. See screenshot below 👇.

2. Click on the + icon to assign document types.

3. When a job is created with this Company, the required documents set for the Company will be added to the Job’s Onboarding tab on the Job's profile.

Note: this only applies to newly created jobs i.e after onboarding documents have been set up

When Candidates are shortlisted or applied for the jobs, the requested documents will be added to the Candidate's Onboarding > Doc Checks tab in the Candidate’s profile.

For more information on how to request onboarding documents from Candidates, check out this article for more information.