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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.

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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

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