Document types

The Document types settings page at /settings/document-types lets you define which compliance documents your agency requires workers to have on file. Each document type has a name, an optional default expiry period, and an optional required-for-position constraint.

Navigating to document types

1. Click Settings in the sidebar.
2. Select Document types.

Creating a document type

1. Click Add document type.
2. Enter a Name for the document (e.g. "DBS Check", "Driving Licence", "Right to Work").
3. Set the Default expiry period in months (optional). When an agency admin uploads a document of this type, the expiry date field is pre-filled with today + this period.
4. Optionally tick Required for all workers or specify a subset of positions this document is required for.
5. Set the Expiry warning threshold in days — how far in advance of expiry the "expiring soon" alert should appear. The default is 30 days.
6. Click Save.

Editing a document type

Click the edit icon next to any document type to change its name, default expiry, or warning threshold. Changes apply to new uploads only — existing documents are not retroactively updated.

Required-for-position logic

If a document type is marked as required for a specific position (e.g. "Forklift Licence" required for "Forklift Operator"), then only workers qualified in that position need to have this document uploaded. Workers in other positions will see the document as "N/A" rather than "Missing" in their compliance status.

Archiving a document type

If a document type is no longer required, you can archive it rather than delete it. Archived document types are hidden from new uploads but their existing records are preserved. Workers who had this document uploaded will no longer be penalised for it being missing.

Related

• Compliance overview — worker compliance status dashboard
• Managing documents — uploading documents against workers
• Positions — the positions that document types can be required for