Set Up Document Types

1. 1

   Go to ConsolePeopleDocuments and select Document types.

2. 2
   Select Change on a type, or Make a type for one of your own.
3. 3
   Give it a Name and Group, and choose Who may see them: Standard, Restricted or Health.
4. 4
   Turn on They expire if it does, then choose the reminder days and who is reminded: The person, Their manager and HR.
5. 5
   Choose whether Line managers see them and whether People add their own, and how long it's Kept.
6. 6
   Select Save, or Make it for a new type.

Good to Know

• Agoo starts you with a catalogue made for Ghana: contracts and particulars, licences and permits, certificates, health documents and vetting. More from Agoo's Ghana catalogue lists types you can add.
• Standard is seen by the person, HR, Owners and Admins. Restricted by the person, HR and Owners. Health by the person and HR only.
• Archive a type you don't use. Documents already on record stay.

If Something Goes Wrong

• Who may see them is locked. The type already holds documents, so its audience can't change. Make a new type instead.
• A type naming a Ghana Card is refused. Agoo never keeps copies of Ghana Cards. Record the PIN on the HR record.