Document Manager

Document Manager

SAP SuccessFactors is the best system to automate your HR processes and administration. However, paper and electronic documents and e-mails are still necessary.

For example, contract proposals, contract amendments, confirmation letters for promotions, etc. are almost always sent in paper form. These documents must be provided with the employee’s details and after signing, they are returned and stored in a (digital) personnel file.

The manual actions often lead to lost or incorrect documents and miscommunication and are not in line with the new digital standard. Our Document Manager helps to prevent this.

INTEGRATED DOCUMENT SOLUTION

Document Manager is a document management system that is fully integrated with SAP SuccessFactors. Easily create documents after which the sending, signing and saving of the received documents is done fully automatically. With the Document Manager for SuccessFactors, your HR department can perform its tasks faster and easier!

FEATURES AND BENEFITS

Fully integrated in SuccessFactors:

  • user-friendly User Interface
  • automatic generation of documents based on planned events
  • make use of existing authorisations (Role Based Permissions)
  • template based implementation for rapid implementation

Simple template management:

  • continue to manage your current Word, e-mail or PDF templates in the familiar MS-office environment
  • upload the templates in the Document Manager
  • use dynamic fields, images and calculated fields
  • define mandatory and optional fields
  • different templates possible per group of users

Versatile processing of documents:

  • bulk generation of documents
  • extended E-mail options
  • digital signing through integration with DocuSign
  • automatically save created documents in a digital personnel file
  • flexible configuration and monitoring of retention periods
  • extensive document search

Also watch the video on this page or download our leaflet.

For more information or a demo of the Document Manager please contact us directly.