Human resources records and workflows

Find and manage HR records with less paper handling

Employee files and routine HR documents can be difficult to find when they sit across cabinets, shared folders, and email. Polar Imaging can help assess the records and workflows you want to organize, then scope a practical document management approach around your policies and existing systems.

Discuss HR records and workflowsExplore document management

  • Employee records
  • Routine forms
  • Search and access

A clearer records path

Organize the documents your team works with

01

Employee recordsPlan how paper files and existing digital records can be organized.
02

Routine formsMap recurring documents across employees, managers, and HR staff.
03

Authorized accessDefine how staff should find and work with records under your policies.

Where HR documents get stuck

Start with the records or handoffs that slow work down

When employee records and routine forms are spread across paper files, shared folders, and email, teams can spend extra time locating information and keeping document work moving. Begin with a defined record set or process, then agree on the access and handling your team needs.

01 / RECORDS

Organize employee files

Plan how paper and digital records can follow a consistent structure that reflects your file practices.

02 / FORMS

Map routine document work

Understand how recurring forms move between employees, managers, and HR staff.

03 / ACCESS

Make retrieval clearer

Define how authorized staff should find and use records within your access policies.

Choose a practical starting point

Connect the records challenge to the right service

Some projects focus on paper files. Others need better organization or movement of digital information. Scope the work around your policies, systems, and the document tasks your team wants to improve.

PAPER RECORDS

Digitize selected files

Plan preparation, scanning, indexing, and delivery for the employee records or forms in scope.

Explore document scanning →

DIGITAL DOCUMENTS

Organize information

Explore document management options for storing, finding, and managing business information.

Explore document management →

WORKFLOW NEEDS

Scope requirements together

Review the records, access needs, retention expectations, and systems before settling on an approach.

A scoped, collaborative workflow

Move from a records challenge to a clear plan

We start with the work your HR team needs to make easier and define project requirements together.

01 / UNDERSTAND

Describe the records

Share record types, approximate volumes, formats, current handling, and who needs access.

02 / DEFINE

Confirm requirements

Discuss organization, indexing, access, retention, delivery, systems, and handling needs.

03 / PLAN

Agree on next steps

Confirm what is supported and define a suitable scope and implementation approach.

Access and retention are scoped with your team. Capabilities depend on your policies, current systems, and selected configuration.

HR records questions

Frequently asked questions

Can paper files and existing digital records be organized together?

Polar Imaging can assess the record types and systems you use, then scope an approach around how your team wants to organize and access information.

Can we define access and retention requirements?

Yes. Your team’s access roles, policies, and retention requirements are part of project scoping. The solution capabilities depend on the selected configuration.

Can routine HR forms be included?

Recurring forms can be reviewed as part of the workflow assessment. The project scope will clarify which document steps and systems are included.

Start with the situation you have today

Talk through your HR records and workflows

Tell us what your team needs to organize, how records are handled today, and where you want to make access and routine document work clearer.

Discuss your HR workflow

Keep up with the vast amounts of paperwork in your HR Department

Economic downturn also means high rates of unemployment. Many businesses are being overwhelmed with job applications, putting great pressure on HR professionals, who are often struggling to keep up with the vast amounts of paperwork. Are you an HR professional fighting a losing battle of paper-based processes in your HR department?

Human Resources Automation

As a Human Resources professional, do you often face any of these challenges?

  • Lengthy and time-consuming payroll processes
  • Sorting through hundreds of applications and resumes
  • Limited physical office space due to growing amounts of paper documents
  • Disorganized filing systems
  • Trouble meeting compliance standards
  • Difficulty finding important documents such as holiday requests, expense forms etc.
  • Increasingly mobile environments such as, remote offices, mobile employees, and flexible scheduling

Rid yourself of these problems for good, with one simple solution! Our document management solution is perfect for human resources departments because they’re designed to eliminate tedious, manual processing and rid you of the aforementioned issues plus many more!

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