AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Employee Document Management

Paradigm shift in sharing and managing HR documents

Overview

Easily manage paperless employee files and set retention rules to support corporate and legal regulations. Maintain compliance with built‑in support for automated file purge and legal hold. Increase security by defining document access permissions.

1 of 3

See How Employee Document Management Works

  • Time to elevate your HR records management! Share documents with employees on an individual or company-wide level. Configure document policies for retention and purge, security access, and legal hold. View a complete audit on each employee document.

  • Enable access to employee records in Salesforce communities. Regardless of the size of the file, easily upload/ download and manage content. Easily configure read and write access to documents, by document type, to control access.

  • Empower employees to access everything they need without going through HR. Specify the time period for each document type to be retained. Configure multiple retention policies with document type conditions to ensure different user attributes.

Give your employees easy access to all HR-related documents through Salesforce Communities. Increase efficiency and enhance self-service to better support productivity, security, and compliance. Control access with the ease of a single solution by securing all documents, based on document and employee properties. Automatically move case-related documents from HR Service Delivery cases to an employee file. Leveraging S-Drive, which is the top document management platform on AppExchange, this Lightning Bolt solution will enable HR departments of any size to put an Employee Portal with records management in place in no time. Reduce Communities go-live from 8-12 weeks to 8-12 days! --- You can visit the following AppExchange site to learn about the underlying technology: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001SWUTEA4 --- As this is a highly customizable solution, please reach out to us for any installation requests and configuration support needs.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

More from CyanGate

  • S-Drive: Document Management, Large File Storage & OCR for Salesforce
    by CyanGate
    S-Drive is native Salesforce document management with unlimited file storage in your own AWS S3 or Google Cloud. Organize, generate, OCR, and e-sign documents on any record with folders, metadata, versioning, retention, and security. Cut storage costs.
    Document ManagementDocument Generation

  • Records Management for Higher Education
    by CyanGate
    No Ratings
    Records Management for Higher Education has never been easier. Using Salesforce Communities, colleges and universities can distribute digital documents including financial aid forms, transcripts and more.

  • CyanGate - Experts on File Management and Service Cloud Live Agent
    by CyanGate
    Why contact CyanGate? 1) plan to migrate to Lightning, 2) struggle to enable document management processes on Salesforce, 3) have a hard time making live agent work on Service Cloud! CyanGate assures impactful digital transformation.

  • Software Product Delivery and Support via Communities
    by CyanGate
    No Ratings
    Delivering digital product content has never been easier. Using Salesforce Communities, IT and Software vendors can distribute software, track customer/ partner activity in real-time and provide support.

  • HIPAA Compliant Document Management on Health Cloud
    by CyanGate
    No Ratings
    Gain control of Protected Healthcare Information (PHI) via enabling document lifecycle at your institution! Streamline document management processes and ensure HIPAA compliance while reducing costs and maximizing efficiency.