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Employee Document Management

By CyanGate

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Pricing
Free
Listed since
2020

About Employee Document Management

Paradigm shift in sharing and managing HR documents

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!

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You can visit the following AppExchange site to learn about the underlying technology: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001SWUTEA4

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As this is a highly customizable solution, please reach out to us for any installation requests and configuration support needs.

Highlights

  • 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.

Screenshots

Employee Document Management

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Employee Document Management

Pricing

Free.

Compatibility

Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Not supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on August 5, 2020
Languages
  • Dutch
  • English
  • Finnish
  • French
  • German
  • Danish
  • Italian
  • Japanese
  • Korean
  • Portuguese
  • Russian
  • Chinese (China)
  • Spanish
  • Swedish
  • Thai
  • Chinese (Taiwan)