How can admin delete existing document type?

Created by Product Content Team, Modified on Wed, 6 Mar at 6:42 PM by Product Content Team


Configuring the employee onboarding form involves setting up and customizing the form that new employees will fill out during their onboarding process. While configuring the form, the HR admin must request for different documents from the employees to help process their onboarding smoothly. 


Creating document types to request from employees refers to the process of defining and establishing specific types of documents that you require employees to submit for various purposes. 


These documents could include identification documents, certifications, licenses, contracts, or any other relevant paperwork that is necessary for the functioning of your organization.


To delete an existing document type, the admin must perform the following actions:

  1. From the greytHR Admin portal, navigate to the Settings icon > System Settings > Employee > Employee onboarding. The Employee Onboarding page opens.
  2. Click the Employee Document Settings tab. The form settings appears.  
  3. Select the document type that you want to delete. 
  4. Click the Kebab icon next to the document type you want to delete.
  5. Click Delete. The Delete Document Type pop-up appears.
  6. Click Confirm to delete the selected document type. 

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Related Links:

Video- To watch video on the Employee Onboarding, click here.

FAQs- To read more FAQs about Employee Onboarding, click here.

Documentation- To learn more about the Employee Onboarding page, click here

Product Update- To read about the product update, click here.


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