Uploading required documents

Your organization might need to collect specific documents of their employees, such as identification cards, passports, visas, driving licenses, and more, to keep them handy in case of verification requirements, compliance with local laws or international standards, or a number of other purposes.

To facilitate receiving these documents from different employees, platform admins can configure required documents.

In the Your profile widget on your dashboard, if the   or   icon is displayed next to Documents, it means that you haven't uploaded some or all required documents, respectively. The documents that you need to upload are represented as missing files in Documents.

To view and upload your pending required documents, do the following:

1. In the sidebar, in the My HR section, click Documents.

   Your Home folder (in the My Folders tab) is displayed.

2. Click Required documents to open the folder.

   If any required documents are pending, they are represented in this folder as missing files.

   

3. Click any missing file.

   In the previous example, Visa, UAE ID card, and Dependent's Passport are required documents. As these documents have not been uploaded to the platform, they are displayed in red color as missing documents. On the other hand, Passport is a required document that has already been uploaded.

4. Upload the missing required document. Use drag-and-drop or click the box to browse and select the document manually.

   

   When uploading files, ensure that all the details in the document are clearly visible:

   For example, if you are uploading a passport copy, ensure that the following details are displayed:

   

5. Click Upload.

6. If applicable, validate and/or update details extracted from the document.

   

   For some document types, such as passports, UAE Emirates ID cards, and UAE residence visas, Yomly automatically extracts information from the image or file. However, you still need to validate the extracted information as there might be missing data or errors if the picture is not clear enough. You can update the information manually.

7. Click Save.

The file is uploaded and saved as the required document. In the Required documents folder, the document is no longer indicated as missing.

After you upload a required document, its status is indicated as Pending (in the Status column). This means that the document has been sent for verification and approval. After your HR or management team approves your document, its status is indicated as Approved.

On your dashboard, in the Your profile widget, the  icon only appears next to Documents when you have approved all required documents.

Marking primary documents

In some cases, you might need to upload more than one document of the same type to Yomly. For example, you could have more than one passport.

In these situations, you can mark the primary document (of each document type) that you want your organization to consider for internal records, verification, letters, and other purposes.

To mark a file as the primary document of a particular type, you can do any of the following:

• After uploading the document, when validating the details automatically extracted from it (see step 6 in the previous procedure), click Mark as primary at the bottom of the dialogue. This saves your changes and marks it as the primary document of that type.

  

• After uploading the document, in the Actions column, click   > Mark as primary.