Employee Record Management

Workflow Template

Employee Record Management

This workflow template illustrates the management of employee records (for both current and former employees) and the processing of requests for employee records. Includes the initial filing of employee information and record retrieval. Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand the Employee Record Management process.


What is Employee Record Management?

Employee Record Management is a process that involves the management of employee records (for both current and former employees) and the processing of requests to access said records. This process includes the initial filing (date and name all files appropriately before updating the database) of employee information (date of birth, phone numbers, salary information, address, etc.) and record retrieval (requires access approval, contacting a vendor if the filing is outsourced, scanning or sending the file to the requestor and re-filing the employee file once requestor has finished accessing the file). Record management must comply with federal and state laws concerning employee information handling.


Download a Sample Employee Record Management

Frequently Asked Questions

Q: How do you create your Workflow Templates?

A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.

Q: What can a Workflow Template do for me?

A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!

Q: What’s in the box when I buy one?

A: Three handy versions, all in one zipped file. It’s yours to download immediately upon purchase, and includes your chosen Workflow Template in PDF format, plus Microsoft PowerPoint (which you can edit), and Visio (which you can also edit).

Q: Your download-able templates look great. But I need something custom. Can you help?

A: Heck yes. Our analysts would be happy to provide you with a more detailed Workflow Template than what we offer for instant download. We can also develop an entirely new, customized Workflow Template to fit your business; we specialize in this stuff and would love to help you! Simply email us (info@opsdog.com) or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.

Have a question? Call: 844-650-2888 Email: info@opsdog.com