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Employee Records Library

Use Case

A private SharePoint library for the Human Resources team to securely store and organize confidential employee documents

Overview

  • Confidential & Controlled: Secured with restricted permissions so only HR personnel can access or manage documents.
  • Structured Metadata: Includes Employee Name, Document Type, and Upload Date for easy filtering, grouping, and version tracking.
  • Supports All File Types: Designed to store PDFs, Word documents, scanned forms, and more.
  • Retention-Ready: Built to support record retention schedules and audit requirements.
  • Integrated with HR Workflows: Can be connected with Power Automate for document routing, reminders, and approvals.

Benefits

  • Replaces disconnected folders and spreadsheets with a centralized, searchable repository
  • Ensures secure handling of sensitive employee information
  • Makes it easy to retrieve specific documents during audits, investigations, or reviews
  • Promotes consistency across HR document storage
  • Saves time with predefined views by document type, employee, or document status

Built With

Features

  • Document Library
  • Custom metadata
  • Custom Formatting
  • Gallery View
  • Term Store
  • Managed Metadata

Back to Document & File Management
Employee Records Library Grouped by Employee Names
Employee Records Library Grouped by Employee Names
Employee Records Library Grouped by Employee Names
Employee Records Library Grouped by Document Types
Employee Records Library Document Type Selection
Employee Records Library Filtering