Manage Documents - Human Resources Documents
Document Management for HR Teams
Human Resources teams create large numbers of documents for your organization’s employees. Everything from employment agreements and contracts to onboarding materials and budgets. You need to manage these documents to make sure they are properly reviewed, approved, and shared.
KnowledgeTree offers smart, business-class tools to help you control HR business processes for your documents.
Smart Resources
Analytics Drive Business Efficiency
How analytics help document management and process efficiency.
Get Started! 8 Best Practices
The 8 steps you should take to start managing documents.
KnowledgeTree increases efficiency across your HR organization:
Smart Tools
Organize HR documents based on Smart Tags that matter to your organization, like jurisdiction, employment type, hire date, and more. You can also customize your Smart Processes to manage how your team reviews and validates Human Resources documents.
Smart Insights
Identify documents that are valuable for you and your team. What new onboarding materials are available? Is there a template for interview questions that a colleague found useful? A new employment contract? Social tools let you quickly spot documents that make you more productive.
Smart Teams
Locate documents that your colleagues have created or discovered. Smart Feeds highlight documents that matter to your team and documents that team members are working on. That means you can easily spot new documents that can help you be more productive.
Smart Extensions
Create, edit, and share documents like employment agreements without leaving Microsoft Word. That makes it easy to work with HR documents directly in the Microsoft Office tools you use every day.
Document Management for HR Teams
Human resource departments are often the glue that hold businesses together. HR regulates a multitude of sensitive documents and information including invoices, tax forms, and employment agreements. If these critical document aren’t managed properly than incorrect or redundant information slows down business processes.
Manage Document Workflows
Step 1: A complete overhaul is mandated for the HR department. All irrelevant and redundant information needs to be sorted out and scrapped. This means all obsolete contracts, budgets and agreements must be destroyed before the end of the week.
With Smart Processes, your HR teams can easily decide which departments should be added to the workflow to review these documents. Maybe the finance department has to review budgets and the legal department has to review contracts before they are destroyed.
Add Smart Tags to the most important documents so colleagues can find them even easier. You can assign keywords like employment types and hire dates so that you always get the document you need when you need it.
Document Management in HR Requires Smart Tools
Step 2: The HR team locates an assortment of hiring information that is still useful but needs to be updated.
Keep your critical documents close to you for future use. Smart Feeds allow teams instant access to documents that improve productivity. Get alerted immediately whenever changes are made to a document or when new drafts are available for review. Smart Sharing even makes it easy to manage versions. You don’t have to be bombarded by various draft changes.
But what if this information uses complex templates that are a chore to re-create? With Smart Integrations, use templates that are familiar to your company like Microsoft Office and apply them to each folder. Each time your teams wants to create a new contract or invoice, the content is standardized erasing problems with consistency.
Organize HR Documents for Future Use
Step 3: All of the relevant budgets, contracts, and invoices are located and the redundant information destroyed. The HR department wants to keep these documents safe, and organized, for future use.
Smart Insights and Analytics make it a breeze to spot inefficiencies. Have a document that is out of date or need to find the new invoice template? No problem. Dashboard tools show you which documents receive the most views, downloads and comments so that useful content is always accessible.
Whenever a document needs to be updated, just “like” it so that all future versions are immediately visible to the departments that need them.
All of this and more is possible through online document management tools. Manage the documents that matter from anywhere in the world safely from a secure vault. Obsolete documents are history with mobile document management made simple.