PeopleDoc Solutions helps optimize the value of your current HR Systems by integrating the information shared among those Systems and centralizing it for use in an Employee Knowledge Base and Case Management Portal, OnBoarding and HR Electronic Document Management system.
The PeopleDoc HR Document Management is an “Electronic Personnel Filing” (EPF) system. A global online employee and HR filing solution that can be accessed from anywhere, adheres to local regulations and record retention policies in all regions, and can support processes such as Contract Renewal where necessary.
PeopleDoc HR Document Management:
- Collects and Centralizes HR Documents: Aggregates employee and HR documents from multiple sources, including paper and your existing HR systems. All of your documents will be in one secure place, accessible anytime, from any device, and from any location.
- Secures Documents and Minimizes Compliance Risk: Ensure documents are safe from natural disaster, theft, etc. A quick view of documents that are: missing, no longer need, shared, moved, deleted. Make documents available to the right people at the right time.
- Connects with Other Systems: Connect PeopleDoc with your existing systems. Easily migrate all of your electronic documents into PeopleDoc
- Increase HR Productivity: Simplify daily HR tasks, such as sorting and searching documents, as well as routing documents for review, signature, and acknowledgment.
Home Screen Orientation
- PeopleDoc Logo: Return to Home Page
- Employees & Documents tabs: Find Documents located and filed within the Employee Profile or by Document Types
- Signature*: Send and manage document electronic signature requests
- Workplace: The workspace is a virtual task space. There are two sections:
- Inbox: Contains tasks, generated from uploaded, scanned, and emailed files.
- Downloads: Large zip files downloaded from within the platform. You will get an email when they are compiled and ready to download to your hard drive
- Dashboards: Identify missing documents based on document types and organization
- Shortcuts: Access to frequently used actions
- Recently viewed employees: The names of all recently viewed employees
- Notes and Reminders: Created from Employee records
- Recent Activity: All activity for records and documents
- Profiles: If you have more than one access type, you can change from here
- Language: Change your language
- Admin: Access the Administration portal
- My account: View and change your account settings
- Logout: Return to the Login screen
- Tasks Requiring Your Attention: Links to the Workplace where you can process documents
- Shortcuts: Access to frequently used actions and areas of the platform
- Upload / Scan Employee Document: Add a single document to an Employee folder
- Upload / Scan a Company Document: Add a single document to a Company folder
- Send a Document for Signature: Send either a pre-configured or free form PDF for electronic signature and processing to an Employee, User or someone outside of the platform.
- Add an Employee: Manually add an Employee record
- See Workplace: Go to the Workplace to upload and process multiple documents