This webinar aims to teach participants about document management, issuing letters to employees, and uploading employee documents in HR software. It discusses storing employee data to keep records and ensure statutory compliance. The document outlines the types of documents that should be collected from employees like photos, certificates, bank details. It also explains how the HR software can help centralize documents, generate letters, publish forms, and track documents issued to employees.

2. Objectives
At the end of this webinar, participants will be able to:
• Understand the concept of Document Management
• Issue/Generate HR letters to employees
• Upload employee documents in the software
• Create various letter formats/templates in the software
• Create HR related forms and policies

3. Employee Document Management
• Employee Document Management is
the process of recording, storing and
managing all data of the employee.
• The information of all the employees is
stored to keep a record of people
working for the company.

4. Importance of Employee data management
Calculate work
hours
Employee data
Management
Statutory
Compliance
Assess
Performance &
Productivity
Employment
History
Production/
service
requirements

5. Documents to be collected by HR
HR has to collect and maintain a number of employee documents as
• Photograph
• Educational certificates
• Experience Letter
• Relieving Letter
• Address Proof
• Identity Proof
• PAN card
• Bank details (If employee wants to continue with his/her salary account)
greytHR helps you easily generate letters, create and upload forms and letter.
This, along with customized filters, helps streamline work on the various forms and
documents you need to send out daily.

6. What is in it for you with
• Centralize all documents related to company for easy
access
• Publish all commonly used HR Forms so that
employees do not need to go hunting for physical
forms or access file servers.
• Generate any employee letter quickly. No more doing
a Save As of a document.
• Ensure standardized usage of forms and letters across
locations.
• Have instant access to all employee-provided
documents. Do it from office or your client location.
No more waiting for someone to provide you this
information from a physical file.
• Log and track all documents issued to your employees

7. Issue/Generate letters to employees
Go to Employee>Admin>Generate letter
and follow steps to issue employee letters

8. Upload employee documents
Go to Actions and easily
search for the menu

9. Create various letter formats/templates and add forms
Create various letter
templates or use
templates from the
gallery
Store and maintain various HR Policy
documents and commonly used
forms. Documents uploaded can be
shared on the Employee Self Service
portal

10. View or add employee documents
Add employee
documents individually
or in bulk

11. For more visit docs.greytip.in
or write to us at webinar@greytip.com
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