Team HirinApr 7, 2026
Configuring Your Document Checklist 📋
Configuring Your Document Checklist 📋
Team Hirin
Learn how to customize your candidate onboarding document checklist. This guide covers adding documents, setting instructions, defining triggers, and marking items as mandatory or optional.
Configuring Your Document Checklist 📋
Team Hirin
Learn how to customize your candidate onboarding document checklist. This guide covers adding documents, setting instructions, defining triggers, and marking items as mandatory or optional.
Chapters
00:00
Introduction
Overview of the document collection configuration process.
00:08
Accessing Checklist
00:14
Adding New Documents
00:33
Setting Instructions
00:51
Triggering Requests
01:04
Mandatory Requirements
Transcript
00:00
Hi.
00:00
In this video we will see how you can configure the list of documents you want to connect from the candidate.
00:05
during the onboarding process.
00:07
Here in the Settings option we do have the document Checklist option where you can define that which all documents you want to collect from the candidate.
00:15
So right here we have an Add Document option.
00:19
First you can give the document If you are collecting this document for a particular client or for a particular department, you can define that as well.
00:30
Here you can give a description or any instruction you want to give it to the candidate.
00:35
Like upload the first page of your passport.
00:44
You can select whether you want to trigger email to collect this document before Offer or After offer.
00:50
So here we are selecting Before Offer.
00:53
You can also define whether you want the candidate to upload this document mandatory or is it an optional document?
01:00
You can define that as well.
01:02
And once you click here on Add Document the document will be added successfully.
01:07
Right here you can see all the details are also there that this is an optional document, it has to be submitted before offer and the upload is required.
01:18
And here you also can edit if you want to make any changes in already added documents.
01:22
If you want to remove any departments or client or something, you can do so.
01:27
And if you want to make any changes in the behavior of the document, you can make that changes and save it.
01:35
If you want to disable, we do have the disable option right here.
01:38
If you don't want the document related mail to be sent to the candidate, you can simply disable the document.
01:45
Thank you for watching the video.
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