Document Type

Overview

The Document Type menu displays all document types used to manage various employee documents. This feature allows you to configure document types such as PKWT, PKWTT, Amendment, Internship, and others used in personnel administration processes.

Page Navigation

The Document Type page is located within the Setup menu.

Document List Display

The document list page displays two main sections: the category sidebar on the left and the document list on the right.

Category Sidebar

The left sidebar displays available document categories:

Category List:

• Master Bank
• Setting Education
• Medical Check-up
• Setting Employment History

Search Feature

A search column is available to easily find documents by name, description, or status.

Search by:

• Name - Document name
• Description - Document description
• Status - Document status (active/inactive)

Document List

The document list page displays all available document types in a list format.

Document Data

Here is an example of registered document data:

Total Data: 1–14 of 14

Rows per page

At the bottom of the page, there is a setting for the number of rows per page:

• Rows per page: 100
• Total data: 1–14 of 14

Document Type Form

To add or edit a document type, use the Document Type form.

Form Components:

How to Fill the Form:

1. Name
   • Enter a unique document type name
   • Example: Fixed-Term Employment Agreement, Permanent Employment Agreement, Amendment, Internship
   • This field is required; if left empty, a "Name is required" message will appear
2. Description
   • Enter a description explaining the purpose and use of the document
   • Example for Daily Casual Worker: Daily Casual Worker, 1. Maximum 21 working days per month
   • This field is required; if left empty, a "Description is required" message will appear
3. Status
   • Check (○) if the document is active and can be used
   • Leave unchecked if the document is inactive
   • Active documents will appear in the selection when creating new documents
4. Click Save to save the data
5. Click Cancel to cancel

Adding a New Document Type

To add a new document type:

1. Click the Add Document Type button or the plus (+) icon
2. The Document Type Form page will open
3. Fill in Name with the document type name (example: Work Agreement Letter)
4. Fill in Description with a clear description (example: Employment agreement for contract employees)
5. Set Status (check if you want it immediately active)
6. Click Save to save
7. Click Cancel to cancel

Editing a Document Type

To edit an existing document type:

1. Find the document you want to edit from the list
2. Click the Edit icon on that document row
3. The edit form will open with pre-filled data
4. Modify the necessary information (Name, Description, Status)
5. Click Save to save the changes
6. Click Cancel to cancel

Deleting a Document Type

To delete a document type:

1. Find the document you want to delete from the list
2. Click the Delete icon on that document row
3. Confirm the deletion in the dialog that appears
4. The document data will be permanently deleted

Document Type Categories

Employment Agreement Documents

Change Documents (Amendment/Addendum)

Decree Documents

Usage Tips

1. Use consistent names - Name document types with a standard format for easy searching.
2. Informative descriptions - Fill descriptions clearly so other users understand the document's function.
3. Group with categories - Utilize the category sidebar to group similar document types.
4. Activate only those in use - Deactivate document types that are no longer used to avoid cluttering options.
5. Complete documentation - For complex documents like Daily Casual Worker, include complete rules in the description.
6. Review periodically - Conduct regular evaluations of existing document types, deactivate those that are no longer relevant.
7. Avoid duplication - Before adding a new type, ensure no type with a similar function already exists.

Troubleshooting

Cannot add a new document type

• Ensure the Name and Description fields are filled
• Check if the name is already in use
• Try with a different name

Document type not appearing in options

• Check the document status (must be active)
• Refresh the browser page
• Ensure the selected category is appropriate

Failed to save form

• Ensure there are no problematic special characters
• Check your internet connection
• Try with a simpler name

Document cannot be deleted

• Ensure no data is using this document type
• Deactivate it first before deleting
• Contact an administrator if still having issues

Search not finding documents

• Check search keywords
• Try using more general keywords
• Ensure search filters (Name/Description/Status) are correct

Next Steps

• Setup Parameter
• Users
• Employee Database
• Document Management