Phased rollout


This version is currently available to SaaS customers only. It will be available to on-premises customers soon.

Securing employee files in Employee Document Management

Employee Document Management is an out-of-the-box feature for filing, organizing, retaining or deleting employee documents while remaining compliant. All documents that are related to an employee who accesses services from BMC Helix Business Workflows are maintained in an employee file. The employee file is accessible to users from the Employ Document Management console. 

Roles and permissions

The following table lists the functional roles, permissions, and actions that users can take on employee files:

Functional Role



Assigned by default to

Employee Document UserView
  • View employee documents in cases, tasks, and employee file.
  • Move the documents that are attached in a case or task to the employee file while resolving a case.
  • Upload files to the employee file directly from the local disk or files that are automatically generated, such as employee verification letter to the employee file.
Case agent, Case manager
Employee Document UserWrite
  • Edit document attributes based on the access of a document category.
  • Access the Employee Document Management console and view employee profiles.
  • If the user also has the Person Activity Read permission, the user can view document related activities.
Employee Document Config



  • Define and change document category
  • Define retention policy
  • Define document attributes
  • View audit history of documents


An administrator can assign the Employee Document User and Employee Document Config roles to users who can then view and work on employee files. Learn how to assign roles to users in Assigning functional roles and permissions

Learn more about the roles and default permissions in Roles in BMC Helix Business Workflows.

Learn more about Employee Document Management

The following topics provide more details about the configurations in Employee Document Management:

Define categories, access policies, and retention policiesDefining document categories, document access policy, and retention policy for employee files
View file audit historyViewing the file audit history
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