Records Management (HR)

Records Management

A cloud based solution for helping organizations deploy a simple yet powerful document management solution.


  • Records management module of the portal helps you digitally store all HR related records to meet compliance mandates and streamline HR related activities
  • Has ready to use digital file cabinets for employee records, accidents, grievances, performance reviews, job applications, etc.
  • Facilitates easy storage, search, retrieval and strict access control to confidential documents
  • Scanned records can be loaded and indexed to reduce hard copy storage

Key Features

  • Ready to use digital file cabinets for all HR documents
  • Index fields to search and retrieve documents
  • Keyword/Context sensitive search (if OCR activated)
  • Control user access to none, one or more file cabinets
  • Manage user level access within a file cabinet to document types, departments, etc.
  • Save files in multiple formats
  • Append pages to existing document
  • Email from search results (Helps in resolving customer service issues)
  • Rapid Indexing Features (Edit fields, Incrementing field values, etc.)
  • Auditing (Capture audit time and audit by)
  • Smart Docs feature (Create an automatic task for processing)
  • Control who can Audit, Index, View, Delete, etc.
  • Maintain “Obsolete"/"Shred" date and track with Smart Docs
  • Copy or Replace file feature to reduce redundant indexing
  • Track access history
  • Bulk upload native electronic files or scanned files
  • Publish the files to web (Meeting Minutes or other public documents)


  • Subscribe to the Portal and you can run your department with best practices
  • Maintain “Obsolete"/"Shred" date and track with Smart Docs feature
  • Provide redundancy for your records