Overview
Employee Records Management (ERM) by VisualVault LLC transforms how human resource professionals handle the critical capabilities they need to operate efficiently and in full compliance. Streamlined document organization, notifications and automated workflows deliver next-level features. This gives businesses a secure, cloud-based, feature rich experience that supports the long-term storage, automation, and process management for human resources files. Critical metadata is associated with documents allowing for easy search and retrieval, security protection, and retention handling.
Key features
Employees: The Employees module enhances user efficiency by providing quick access to employee details and documents in a single location. Users can view, download, and print documents directly from search results. Administrators can also impersonate users to test permissions, troubleshoot access issues, and conduct audits.
Settings: The Settings module enables administrators to maintain and configure the ERM application to match their organization's needs. It provides a single location for managing who can access application resources, defining the document types in use, and adjusting application-level display and search settings. Administrators can access three configurable categories:
Role and Permissions
Document Types
Configuration
Retention Manager Lite: The Exceptions File Review module and Document Destruction module empower your team to manage employee documents through a controlled, routine lifecycle instead of deleting files immediately and permanently.
Integrations
Single Sign-On (SSO): Single sign-on (SSO) allows users and admins to use a single set of credentials to sign in to all of their relevant applications. ERM integrates with your existing identity provider (Okta, Azure, and more) or accepts your own synced credentials to make this possible.
Data Import Sources: sFTP (Secure File Transfer Protocol) acts as a secure bridge to move, exchange, and automate the transfer of files between different systems, applications, or organizations. When configured, changes to employee records in the customer organization can automatically trigger document import and metadata updates in ERM.
Add-on modules
In addition to our standard ERM features, we offer some paid add-ons based on requests from districts.
Audits: Audits provides a unified module which consolidates employee records, reduces search times, ensures accuracy, and enforces role-based permissions for secure and efficient document management.
Advanced Retention Management: Coming Soon