The Documents feature includes several predefined document types. These predefined document types are shown in gray in the document types list and you can’t delete them. Although most editing functionality isn't enabled for these document types, administrators can edit the file types and the roles and security groups assigned to predefined document types.
The following document types are preconfigured:
- Address: Used to attach documents to the Address Change form.
- BenOverview: Used to attach documents to the benefits overview in Benefits Setup > Overview Page.
- BenPlan: Used to attach documents to benefit plans in Benefits Setup > Plans and Options.
- BenPlanOption: Used to attach documents to benefit plan options in Benefits Setup > Plans and Options.
- Career Profile Resume: Used by assigned users to update their career profile in Profile > Career > Overview.
- Confidential Information: Used to attach documents to the Confidential Information form.
- Contact Details: Used to attach documents to the Contact Details form.
- Dependent Verification: Used to attach documents in the Dependent Verification tab of Benefits and in the Benefits > Dependents and Beneficiaries screen of People.
- DF Doc Additional: Used to import supportive payroll statements created outside of Dayforce so that they’re available in Earnings > Additional Statements, in the Statements > Additional Statements screen of People, and in Earnings in the Dayforce mobile app.
- Direct Deposit: Used to attach documents to Direct Deposit forms.
- Disability Information: Used to attach documents to the Disability section in the Personal > Confidential Information screen of People.
- Employee File: Used to attach documents to notes in the Notes slide-out panel, which is opened by clicking Notes in the Overview screen of People.
- Hire: Used to attach documents to the New Hire and Rehire forms.
- HR Policy: Used to attach documents to HR policies in HR Admin > HR Policies.
- HR Service Delivery: Used for documents attached to cases in HR Cases. HR Service Delivery document type is grayed out because it isn’t editable. Also, the HR Service Delivery document type isn’t visible in Document Explorer by design. All documents attached to cases are only visible from cases, so they follow the permissions of the case.
- Letter Attachments: Used by assigned users to:
- Upload documents in the Attachments tab of Letter Management > Template Designer.
- Attach documents to letter templates in the Templates tab of Letter Management > Template.
- Life Event: Used to attach documents to the Life Event form.
- Life Event Enrollment: Used to attach documents during Mobile and Web - Life Event Enrollments.
- LOA: Used to attach documents to the Request Leave of Absence form.
- Marriage Certificate: Used to attach documents to the Marital Status Change form.
- Org Unit Task: Used to attach documents to task checklists in Task Checklist.
- Onboarding Documents: Used to attach documents for the onboarding process. See the Onboarding Guide.
- Onboarding FTAE Attachments: Used to attach documents to First Time Access Emails in Onboarding.
- Pay Group Calendar: Used to attach documents (such as reports created outside of Dayforce) to a pay group calendar.
- Pay Run: Used to attach documents to pay runs.
- Performance Review: Used to attach documents to performance review forms.
- Resume: Used to attach documents to job applications either in the client career site (for external applicants) or the Careers feature (for internal applicants). This document type is available only for Recruiting.
- Reward Letter: Used to access employees' reward letters in the Message Center and in Documents > Document Explorer.
- Smoking Cessation: Used to attach documents to the Health and Wellness form.
- Supporting Candidate Document: Used by assigned recruiters to upload supporting documentation (such as a cover letter or certification) to candidate profiles.
- TAFW Attachments: Used to attach documents to time away from work (TAFW) requests.
- Task: Used to attach documents to tasks in Task Management.
- Task Def: Used to attach documents to task templates in Task Setup > Task Templates.
- Termination: Used to attach documents to the Termination form.
- Candidate Offer: Used to attach offer letter documents. Offer documents can be uploaded only in Recruiting Setup > Offer Documents.
- Recruiting Logo: Used to upload logos to Recruiting Setup. Recruiting logo document types can be uploaded only in Recruiting.
- Report Distribution Document: A report file (PDF or XLSX) that is distributed to employees in Message Center.
- Confidential Identification: Used to classify or group employee confidential information in HR Admin > Confidential Identification Types. Admin users can create custom identification types to meet their organization’s specific needs.
- Employee Withholding And Superannuation Detail Document: (Australia only)