Centralized employee document management

Purpose

1. Automate collection, storage, versioning, and secure access for all employee documents (contracts, NDAs, certifications) for real estate developer operations.

2. Centralize disparate HR document workflows across departments and project teams, automating onboarding, updates, termination paperwork, and compliance archiving.

3. Expedite retrieving documents for audits, reduce manual handling, enforce retention rules, and automate sharing among HR, legal, IT, and operations units.

Trigger Conditions

1. New employee onboarding events trigger automated document requests and uploads.

2. Expiry of certifications or contract end dates automate reminders and update flows.

3. HR edits or legal requests initiate automated versioning or sharing.

4. Employee status changes such as promotion or termination automate record reclassification.

5. Scheduled compliance audits automate generation and routing of required document collections.

Platform Variants

1. Microsoft SharePoint

• Feature/Setting: Document Libraries API; configure automator to auto-tag and route uploads.
  

2. Google Drive

• Feature/Setting: Drive API; automate folder, file permissions, and shared drives for departments.
  

3. Dropbox Business

• Feature/Setting: Team Folders API; automate upload triggers and expirable access links.
  

4. Box

• Feature/Setting: Box Content API; automate file versioning and user access control flows.
  

5. DocuSign

• Feature/Setting: eSignature API; automate signed document collections in HR folders.
  

6. BambooHR

• Feature/Setting: Employee Files endpoint; automate document push/pull per HR workflow.
  

7. Workday

• Feature/Setting: Document Management API; automate lifecycle events like onboarding/offboarding.
  

8. SAP SuccessFactors

• Feature/Setting: Attachment Services API; automate document storage linked to employee profiles.
  

9. Zoho People

• Feature/Setting: Files API; automate document entry on form submissions or status changes.
  

10. Slack

• Feature/Setting: Workflow Builder; automate document upload prompts and approval sharing.
  

11. Jira Service Management

• Feature/Setting: Assets/Insight API; automate linking HR tickets to employee documentation.
  

12. Monday.com

• Feature/Setting: Files column API; automate new document tasks and notify HR.
  

13. Salesforce

• Feature/Setting: Files Connect; automate employee document associations via HR objects.
  

14. Notion

• Feature/Setting: Database API; automate document indexing and audit logs for edits.
  

15. Trello

• Feature/Setting: Attachment automation; auto-add required HR docs to cards per checklist.
  

16. Asana

• Feature/Setting: Task Attachments API; automate reminders to upload missing onboarding files.
  

17. Adobe Sign

• Feature/Setting: Agreement API; automate storing signed agreements directly in HR storage.
  

18. OneDrive for Business

• Feature/Setting: Graph API; automate subfolder creation and retention policy enforcement.
  

19. Google Workspace Admin

• Feature/Setting: Directory API; automate group-based document access and notifications.
  

20. Okta

• Feature/Setting: Workflow automator; automate provisioning/deprovisioning of document permissions.
  

21. Egnyte

• Feature/Setting: Files API; automate syncing HR records and archiving based on company policies.
  

22. BambooHR Integrations

• Feature/Setting: Webhooks; automate real-time syncing of document updates to central store.
  

Benefits

1. Automates manual filing, reduces errors, and saves HR hours for property development teams.

2. Automatedly maintains compliance by enforcing document retention and expiry automation.

3. Increases efficiency, data security, and audit readiness through centralized automation.

4. Enhances collaboration and transparency by automating document access across corporate departments.

5. Scales rapidly as hiring grows via repeatable, automatable workflows.