Candidate Documentation Approval

Steps to approve candidate documents

Introduction

This page provides the steps for approving candidate documents.

Pre-requisites

โœ”๏ธ Admin credentials

โœ”๏ธ 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 โ€˜Hireโ€™ and then โ€˜Jobsโ€™ from the left side menu.

Step 2: Select โ€˜Job Outlineโ€™ tab at the top.

Step 3: From the job list, you need to select the โ€˜Offerโ€™ stage to view the candidates in that stage of the job process.

Step 4: Click on the โ€˜Attachmentsโ€™ icon near the candidateโ€™s name to view the documents submitted by the candidate.

Step 5: You can select either โ€˜Approveโ€™ or โ€˜Rejectโ€™ option against each document to approve or reject the document respectively. You can also click on the โ€˜Downloadโ€™ button adjacent to each document to verify the same. Click on the โ€˜Submitโ€™ button once you are satisfied with the changes.

Step 6: Once the documents are approved, you can also click on the โ€˜Documentโ€™ link to view the approved documents.

Note: If you are unable to approve or view the candidateโ€™s documents, kindly contact us at support@pockethrms.com

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