How Do I Follow Up Missing Mandatory Documents?

The Missing Documents view turns compliance gaps into an action list. Use it to request exactly what is missing instead of manually checking each employee profile. You can find it under HR >> Employee Files >> Missing Documents.

Recommended workflow

1. Sort by the highest-risk document types first (for example right-to-work or licences).
2. Use Request for each missing item. The row then shows a Sent date badge, and the button changes to Request Again if you need to resend it.
3. Set internal follow-up reminders for requests still open after your policy window.
4. Recheck this screen weekly until the row clears.

Escalation pattern that works

• Day 0: send request.
• Day 3-5: first reminder to employee and manager.
• Day 7+: escalate based on internal compliance policy.

When the missing document has been uploaded, the row drops out automatically and dashboard counts update without manual list maintenance.