How do I configure employer document types?

Written By Cameron Kolick

Last updated 8 months ago

1. Navigate to the Work-Based Learning management page

2. Click on Settings

3. Click on Employer Document Types

4. Click on New to create a new document type or click the action button next to the record you'd like to modified and click edit.

5. Specify the name of the document

For instance, this could be a specific clearance type required by the state, workers' compensation insurance, etc.

6. Choose if this is an employer-wide document

For instance, workers' compensation would be specific to an entire employer so you'd check that box. But on the other hand, a specific clearance may be required per employer contact so you'd leave the box unchecked.

7. Click on Add Employer Clearance Type