This issue is usually caused by either:
The employee not being assigned to a Locale, or
The assigned Locale not having any Documentary Proof Categories linked to it.
This article will guide you through the steps to resolve the issue.
Steps to take
There are three key actions to ensure documentary proof can be uploaded successfully:
Ensure the employee is assigned to the correct Locale.
Check that the Locale has at least one Documentary Proof Category assigned.
If needed, add a new Documentary Proof Category to the Locale.
Part 1 โ Assign the employee to the correct Locale
Under Configuration, click Configuration, then Locales.
Tick the box next to the relevant Locale (e.g. UK).
Click Update Employee Locale.
Select the employees to assign to this Locale.
Click Complete.
If the Locale has a Documentary Proof Category assigned, you should now be able to upload documentary proof. If not, move to Part 2.
Part 2 โ Check the Locale has a Documentary Proof Category
Under Configuration, click Configuration, then Locales.
Open the relevant Locale record (e.g. UK).
Click the Documentary Proof Categories tab.
If categories are listed, you can return to the Right to Work process and upload the documentary proof.
If no categories are listed, continue to Part 3.
Part 3 โ Add a new Documentary Proof Category to a Locale
Under Configuration, click Configuration, then Locales.
Open the relevant Locale record.
Click the Documentary Proof Categories tab.
Click Create New Category.
Enter the required details for the new category.
Click Complete.
You can now return to the Right to Work process and upload the documentary proof to the employeeโs record.