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Employee Records

Employee Records

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Main

What's New

2026

Release 26.3.1.0 - March 2026
Release 26.3.0.0 - February 2026
Release 26.2.0.0 - January 2026

2025

Release 26.1.0.0 - December 2025
Release 25.11.0.0 - November 2025
Release 25.10.0.0 - October 2025
Release 25.9.0.0 - August 2025
Release 25.8.0.0 - July 2025
Release 25.7.0.0 - July 2025
Release 25.6.0.0 - June 2025
Release 25.5.0.0 - May 2025
Release 25.4.0.0 - April 2025
Release 25.3.1.0 - March 2025
Release 25.3.0.0 - February 2025

2024

Release 25.1.0.0 - November 2024
Release 24.11.0.0 - November 2024
Release 24.10.0.0 - September 2024
Release 24.9.0.0 - August 2024
Release 24.8.0.0 - August 2024
Release 24.7.0.0 - July 2024
Release 24.6.0.0 - June 2024
Release 24.5.0.0 - May 2024
Release 24.4.1.0 - April 2024
Release 24.4.0.0 - March 2024
Release 24.3.0.0 - February 2024
Release 24.2.0.0 - January 2024

2023

Release 24.1.0.0 - December 2023
Release 23.11.0.0 - November 2023
Release 23.10.0.0 - October 2023
Release 23.9.0.0 - September 2023
Release 23.8.0.0 - August 2023
Release 23.7.0.0 - July 2023
Release 23.6.0.0 - June 2023
Release 23.5.0.0 - May 2023
Release 23.4.0.0 - March 2023
Release 23.3.0.0 - February 2023
Release 23.2.0.0 - January 2023

2022

Release 23.1.0.0 – December 2022
Release 22.11.0.0 - November 2022
Release 22.10.0.0 - October 2022
Release 22.9.0.0 - Limited Release
Release 22.8.0.0 - August 2022
Release 22.7.0.0 - July 2022
Release 22.6.0.0 - June 2022
Release 22.5.1.0 - May 2022
Release 22.4.0.0 - March 2022
Release 22.3.0.0 - February 2022
Release 22.2.0.0 - January 2022

2021

Release 21.12.0.0 - December 2021
Release 21.11.0.0 - November 2021
Release 21.10.0.0 - October 2021
Release 21.9.0.0 - September 2021
Release 21.7.0.0 - July 2021
Release 21.6.0.0 - June 2021
Release 21.5.0.0 - May 2021
Release 21.4.0.0 - April 2021
Release 21.3.0.0 - March 2021
Release 21.2.0.0 - February 2021

2020

Release 20.12.0.0 - December 2020
Release 20.11.0.0 - November 2020
Release 20.8.0.1 - September 2020
Release 20.7.0.0 - July 2020
Release 20.5.1.0
Release 20.5.0.0 - June 2020
Release 20.3.1.0
Release 20.3.0.0 - April 2020
Release 20.1.1.0
Release 20.1.0.0 - January 2020

2019

Release 19.11.0.0 - November 2019
Release 19.9.0.0 - September 2019

Get Started

Understand Filing Terms

Employee Tasks

Mark Task as Complete
Review Documents
Manage Folders 1
Assign Checklist 1
Submit New Forms

Human Resources Tasks

Manage Contracts

Create Contract
Add Recipients to Contract
Send Contract
Retract Contract
Add Images to Contract

Manage Filing of Scans

Scan File
File Document

Manager Tasks

Assign Checklist
Print Files in Bulk
Request Document
Submit Blank Forms for Staff
View Personnel Files

Reports

Available Forms
Checklist Completion
Contract Completion
Custom Report
Expiring Documents
Folder Contents

System Administration

Account Management

Manage Users

Add a User
Deactivate a User
Reactivate a User
Export a User List
Impersonate a User

Manage Admin Groups
Manage Job Types
Manage Roles
Manage Locations

Documents and Processes

Manage E-Forms
Manage Workflows

Manage Documents

Create a Document
Add a Loose Document
Add a Workflow to a Document

Manage Folders

Add a Sleeve

Manage Checklists
Manage System Notifications

General Setup

Manage Answer Banks
Update Branding
Manage Dropdown Lists

Manage Resources

Add a Resource
Assign a Resource

Manage Security

Add a Security Group
Delete a Security Group
Add Folder Security
Assign Security to a User

Utilities

Scheduled Exports
SYNC 2.0

Phone Number Mapping

Breadcrumbs

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Employee Records Help

On this Page

Employee Tasks

Mark Task as Complete
Review Documents
Manage Folders 1
Assign Checklist 1
Submit New Forms

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