Getting started with Employee Document Management

Employee Document Management is an out-of-the-box feature for filing, organizing, retaining, and deleting employee documents.

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. The following two roles are assigned to users who want to access and use Employee Document Management:

Employee Document User
Employee Document Config

A user with the Employee Document User or Employee Document Config role can upload or add multiple files at a time to the employee file. There's no limit to the number of files that can be stored in the employee file. The size and type of the file is dependent on the document size and type that is defined in BMC Helix Innovation Studio.

Overview of Employee Document Management

The following video (5:01) will help you understand Employee Document Management:

Play video icon.png https://youtu.be/0kcPU6XgsBs

To get started with Employee Document Management

To start using Employee Document Management, Employee Document Config users must configure document categories, access policy, and retention policy for the documents. The following image shows the process that an Employee Document Config user must complete to start using Employee Document Management:

Employee Document Management Console

Users can access employee files from the Employee Document Management console from BMC Helix Business Workflows by clicking > Employee Document Management. Users with the Employee Document User and Employee Document Config roles can view and upload files in the employee file. Users with the Employee Document Config role can view the audit information of the employee file, add document categories, and define access and retention policies for the documents from the Employee Document Management console.

The following image shows the Employee Document Management console:

Where to go from here

Securing-employee-files-in-Employee-Document-Management