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Creating Document Groups

Dylan B.
  • Updated

Creating Document Groups is a way to download Applicant and Candidate documents into a PDF package. 

Applicable Roles:

  • HR Admin
  • HR Team

Navigate to: Recruiting / Recruiting Configuration / District Document Groups

  1. Click "New Document Group" and the blank Details section will display:

  2. Enter Document Group Name and Description

    Document Groups NEW.png

  3. Click Insert

"Hidden" Check-Box:

If checked when a user has the Personal Profile Role and attempts to generate Document Groups, the hidden group will not be available. 

  1. The Document Types tab will appear

  2. Select "New Job Document Type"

    Document Groups Types.png

  3. Select the File Type from the Drop-Down Menu

    Document Groups Types1.png

  4. Select the File Source 
    • District Applicant- any documents from the application
    • Job Posting- any required documents that the applicant has to upload
  5. Select the Copy Policy 
    • Note when selecting. "Most Recent Count" the system will ask you to input a retention count. 

** Note: recommended method is to select All for the file source and Most Recent Count with a retention of 1 in order to pull documents from the job posting and to prevent duplicates of files***

  1. Enter the Display Order
  2. Click "Save"

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