Document type & Requests 

Document Types & Requests helps manage various official documents within the organization. Admins can create different types of documents (e.g., NOC, certificates). Employees can then submit requests for specific required documents, which Admins can then review and approve. 

STEPS FOR CREATION OF DOCUMENT TYPE  #

1. Go to Open Core HR panel, under “Settings & Admin”> Select “Masters” option. 

2. Select “Document Types”. 

3. Click “Create New” option in the top right corner. 

4. Enter the following details: 

• Enter the name of the document type 

• Enter unique code 

• Add description 

5. Then Click the “Create” button. 

6. The document type was added successfully. 

STEPS TO REQUEST DOCUMENT  #

1. Login to Employee app, Click “Document Request” section 

2. Select “Create” option in the down right corner. 

3. Enter the following details: 

• Select the type of document 

• Add remark 

4. Then Click the “Submit” button. 

5. The document was requested successfully. 

STEPS FOR STATUS APPROVAL  #

1. Go to Open Core HR panel, under “Requests”> Select “Leave Requests” option. 

2. Under Action, click the “Eye Icon”. 

• Choose the status (Approve, Reject, Cancel) 

• Add Admin notes 

3. Then Click the “Submit” button.