Advanced Document Management for Dynamics 365 HR

Secure, enhanced Human Resources Document Management System (DMS). Search with associated documents, time-based storage and role-based access to support compliance regulations.

Implementing a secure, digitally enabled HR document system not only eliminates filing cabinets full of paper, but it streamlines paper-based processes by grouping structured and non-structured data that previously was stored in separate locations. The Document Management Web App from FourVision will put your mind at ease.

Why HR Document Management?

Securely store all your important HR-specific documents in compliance with privacy regulations.
Track the expiration dates of each document with configurable retention policies.
Gain access to the HR document templates that are readily available in Dynamics 365 for Human Resources and Finance & Supply Chain Management (F&SCM).
Create templates with a comprehensive selection of document fields for creating a variety of documents.
Create your own and assign categories such as employment, insurance and pension.

Tighten your security with role-based document access, allocating permission to specific roles within your organization.
Benefit from functionality that is specialized to HR, as opposed to SharePoint as a general DMS.

Further integrate your document management process via Dataverse to communicate with other Dynamics 365 apps, Power Apps, Microsoft 365, and more.

Key features of HR Document Management on Microsoft Dynamics 365

Central location for all HR documents
Employees can upload and view their own documents
Create documents and templates like formal letters and contracts
Notification of document expiration
Auto-filling of personal details in documents
Flexible and easily configurable workflow
Multi-device access
DocuSign integration
GDPR Compliant

No matter the current filing procedure of HR documents your organization uses, FourVision’s HR DMS for Dynamics 365 is a step further to a more organized and secure storing system.

HR Document Management for Dynamics 365

Видавець: FourVision