Candidate Documentation Approval
Steps to approve candidate documents
Introduction
This page provides the steps for approving candidate documents.
Pre-requisites
✔️ Admin credentials
✔️ User rights
Note: Kindly contact your Admin/HR for rights if you are not able to perform the steps below.
How to approve candidate documents?
Step 1: Select ‘Hire’ and then ‘Jobs’ from the left side menu.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F8ZoYCnt6KWRg9LvDDDj0%252FCandidate%2520Docs%25201.png%3Falt%3Dmedia%26token%3De26e82d7-f47c-4b5f-9c1a-a36a6917289d&width=768&dpr=4&quality=100&sign=5f5b63fe&sv=1)
Step 2: Select ‘Job Outline’ tab at the top.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fx2Mm4ddlCODenoAGWSuv%252FCandidate%2520Docs%25202.png%3Falt%3Dmedia%26token%3D1f0680ef-44f5-4903-a5b4-edd35a3ca370&width=768&dpr=4&quality=100&sign=2092eb7e&sv=1)
Step 3: From the job list, you need to select the ‘Offer’ stage to view the candidates in that stage of the job process.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVXoqkEBy4OK9vjs6i2tW%252FCandidate%2520Docs%25203.png%3Falt%3Dmedia%26token%3D44cd87f1-f869-4820-8b3b-6a576360df7b&width=768&dpr=4&quality=100&sign=3cded131&sv=1)
Step 4: Click on the ‘Attachments’ icon near the candidate’s name to view the documents submitted by the candidate.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHU0GZ4SbTEdsfwhEUjgG%252FCandidate%2520Docs%25204.png%3Falt%3Dmedia%26token%3D99e2b39f-6b39-4acc-a95e-d4dd633247bd&width=768&dpr=4&quality=100&sign=4ed94698&sv=1)
Step 5: You can select either ‘Approve’ or ‘Reject’ option against each document to approve or reject the document respectively. You can also click on the ‘Download’ button adjacent to each document to verify the same. Click on the ‘Submit’ button once you are satisfied with the changes.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FqeRY0KazPcMlyJQi3vDO%252FCandidate%2520Docs%25205.png%3Falt%3Dmedia%26token%3D37877204-52d6-4119-a7ac-3efa0bf6cd4c&width=768&dpr=4&quality=100&sign=61e18465&sv=1)
Step 6: Once the documents are approved, you can also click on the ‘Document’ link to view the approved documents.
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FC3ydMgg479dWr5TJKFJj%252FCandidate%2520Docs%25206.png%3Falt%3Dmedia%26token%3D6d8a5de7-6903-41b6-96ff-83e31fba75f6&width=768&dpr=4&quality=100&sign=c55b1671&sv=1)
![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FTPrZk9ekpt5oZUJaamA9%252FCandidate%2520Docs%25207.png%3Falt%3Dmedia%26token%3Da0da24dd-8504-4319-b392-a678cdf6ada1&width=768&dpr=4&quality=100&sign=cc665092&sv=1)
Note: If you are unable to approve or view the candidate’s documents, kindly contact us at support@pockethrms.com
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