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Effortless HR: How an Employee Record Management System Can Simplify Your Workflow

  • Human resource management.
  • 12 min read
  • December 27, 2023

employee-record-management-system

Does it look easy to manage multiple documents? – data? or – record?

Perhaps by sitting chair, you don’t understand how hard or clumsy it is but people who handle employee record knows each and every challenge

Keeping track of employees’ records, like timesheets, payroll, and performance reviews, can be a big job for anyone. If not done well, it can cause problems. On the better side, when it comes to – proper management of your employee records it can be easy to find and manage them.

This article explains how to set up an employee record management system for managing employee records and recommends digital tools to help.

For a person, taking care of employees often means dealing with lots of paperwork. Without good employee management systems, this paperwork can turn into a mess of legal problems. A good employee record system not only follows the laws but also keeps sensitive information safe.

What Is Employee Records Management?

employee-record-management

Employee records management means taking care of all the information about employees from the time they start to when they leave.

It’s also called HR document management as it involves storing, getting, and handling employee documents.

Managing employee records is an important part of employee management in a business. In simple terms, it’s about keeping all the information about employees organized and safe. In the past, people used to keep employee records by an employee or manually, which was not very efficient or easy. Now, most employee records are kept on computers. Using a special program to keep everything in one place makes it much easier- that is called cloud.

To Read More: How To Boost Productivity With Employee Management Software?

Types of Employee Records Should Be Managed In Business

It includes,

Employee Information: It contains addresses, employee names, bank details, and emergency contacts.

Hiring Processes Records: It should have applications, job descriptions, resumes, notes from interviews, job offers, and reference checks.

Medical Information: It contains such as medical records, notes from doctors, details about health disabilities, and requests for special accommodations.

History Records: History records are like records from when they were hired, information from when they started, and important HR forms.

Time & Attendance Records: These can be considered records of employee presence, employee leave, actions, etc.

Money and benefits Records: These records include timesheets, tax papers, health benefit plans, and forms for signing up for benefits.

Leave Records: It is including when someone asks for time off and when it’s approved.

HR Documents: This can be considered as written rules and policies.

Employee Development Records: It has added reviews of how employees are doing, documents about promotions, and records of when they move to a different role.

Agreements And Contracts Records: It is like contract papers that explain what’s expected in the job, promises to keep things private, and papers that explain the rules of the company.

Safety and Security Records: The papers about safety and security training to be safe, reports about incidents, and papers about compensation if someone gets hurt at work.

How To Keep Track Of Employee Records In A Smart Way?

employee-records

In the past, people used to write employee information on paper. These records include addresses, phone numbers, job details, and more. Now, with digital employee records, all this information is stored electronically, making it easy to access and manage.

However, HR faces challenges in balancing business needs. In this case, you can use the smarter way and that is- HRMS software, or employee record management software, which can help HR handle these tasks efficiently.

Importance Of Effective Records Management System

Maintaining accurate employee records is not just a business requirement; it is a crucial aspect that plays a multifaceted role in the effective functioning of organizations.

Here’s a detailed exploration of why employee record management is important.

1. Security of Sensitive Records

Any kind of data is sensitive, and data breaching is very dangerous. In the digital age, the management of employee records involves handling sensitive personal information, including bank details, tax information, and medical documents.

This information is often governed by stringent personal data protection laws. Hence, it is necessary to store these documents securely. A robust employee records management system, especially in a digital format, offers various security features such as password protection, encryption, permission controls, and access history.

2. Legal Compliance

Employee record management is not merely a best practice but a legal compliance. There are also state and local laws specifying storage requirements.

Beyond the legal requirements, maintaining quick access to employee records is imperative for producing documents during regulatory compliance checks, audits, or in response to complaints or lawsuits.

These situations often come with deadlines but can be solved with management software. Digital HR management facilitates automation in categorizing and filing documents, expediting the entire records management process. This employee record management system not only accelerates the completion of tasks but also minimizes the chances of inadvertent document destruction.

3. Efficiency Enhancement

The traditional manual method of record management involves physical paperwork. It can be time-consuming. HR managers spend more time searching for documents than responding to emails or messages.

Digital record management systems transform this process and make it easy by digitizing document storage and retrieval. With all files organized in a central digital repository, the ability to locate and retrieve documents becomes effortless.

4. Facilitating Information Sharing

Whenever the records are well managed, searching them becomes very easy. Well-organized and easily accessible digital documents promote seamless information sharing. Centralized and cloud-based human resource management ensures that employees have prompt access to the documents essential for their roles, preventing unnecessary duplication of work.

Furthermore, an effective document management system simplifies collaboration among team members and promotes proper employee management.

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Additional Aspects of Employee Record Management

Employee records provide a comprehensive overview of all kinds of employee data including employee information, employee training, qualifications certifications, and many more. This information is vital for industries aiming to stay compliant with regulations and maintain business competency.

The importance of employee record management extends far beyond compliance; it is intricately woven into the fabric of efficient, secure, and collaborative organizational functioning. As technology advances, embracing digital solutions becomes not just a convenience but a strategic necessity for businesses aiming to thrive in the business.

Steps For Employee Record Management Procedure

best-employee record-management

Before you choose the best employee record management software such as Superworks, it’s important to plan how you’ll set it up effectively.

We’ve made a list of important steps to help you in this process:

Step 1: Make a list of all employee documents. This will create a skeleton of your human resource documentation.

Step 2: Make the access panel for the documents or records. Check, Is either everyone in the company required or just the HR department required? Also, consider how often they’ll need to access it.

Step 3: Identify your needs and goals for record management. Figure out when employee documents expire and what events trigger them, so conclude that.

Step 4: Decide on the level of security that every different document needs. Also, determine what information should be deleted when it’s no longer needed.

Step 5: Plan how you’ll store and archive your employee records. Create strategies for storage, access, workflow, and archiving.

Step 6: Implement employee record management software in your organization. This will automate the generation of documents, access to information, and workflows.

Employee Record Management Automation To Simplify Workflow

record-management-automation

Whenever it is a matter of employee records, it is obviously regarding the employee workflow.

An employee spends a big part of their day dealing with paperwork, and how well this information is managed can affect a workflow & company’s success.

It’s crucial to share information with the right people at the right times. However, doing things manually can lead to mistakes or delays in passing on important information.

With employee record management software keep all the information in one central place. This makes it easier to find documents because the software takes care of organizing the database, systems, and physical storage.

Here are a few good things that happen when you use automated employee record management:

Lesser Risk: Using automation record management software lowers the chances of making mistakes and helps a company follow the rules for storing and getting rid of information without needing extra tools or equipment.

Controlled Access: All the records with employee information must be kept safe. HR representatives should be the only ones who can access certain records. With HR document management system automation, it’s possible to limit access to unauthorized individuals. This includes setting permissions for things like employee benefits enrollment and performance reviews.

Automated Information Passing: When a document is added to the system, the software moves the information into the cloud and around the company. This works for passing information like employee applications, onboarding letters, payroll, and more.

More Accuracy: When the management is done with the automated software, it takes over tasks that humans used to do, and things become more accurate. In human resources, this means fewer mistakes in processes other business processes.

Employee Record Management Software

Employee Record Management Software is – an automated software or app where you can keep track of everything about all kinds of records and information of your employees, from their contact details to their job history.

This Employee Record Management Software typically includes details like contact information, hiring documents, attendance and leave records, pay details, medical history, expenses, overall performance, and training needs.

Using efficient employee record management software doesn’t just make the paperwork faster; it also keeps sensitive information safe and lowers the chance of problems for the business. This helps your leadership team make better decisions and lets your employees work more smoothly and effectively.

Conclusion

Keeping track of employee records is really important for how organizations work. It helps with things like managing pay, giving employees time off, following the rules, and keeping an eye on how well employees are doing their jobs.

A good system such as Superworks doesn’t just save time and make administrative tasks easier. Considering how crucial documentation is in the staffing industry, the benefits of having a good system for managing employee records are definitely worth the effort it takes.

Written By :
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Alpesh Vaghasiya

The founder & CEO of Superworks, I'm on a mission to help small and medium-sized companies to grow to the next level of accomplishments. With a distinctive knowledge of authentic strategies and team-leading skills, my mission has always been to grow businesses digitally. The core mission of Superworks is Connecting people, Optimizing the process, Enhancing performance.

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