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Document Tags – Efficient document management

Get the most out of your documents with our document management solution

Document Tags – PwC's Workday feature for structuring digital personnel files

PwC's Document Tags solution extends the document management capabilities of Workday. This means your HR department can easily and efficiently manage and edit all documents and automate workflows with Workday's built-in functionality – without buying an external solution. Additional document purge check-ups as well as profile completeness checks ensure compliance at all times. Our solution is also ISAE certified by PwC Risk Assurance Services for all specifications concerning digital document storage.

Manage documents as a team

  • Documents uploaded as part of an HR business process can be tagged with additional information.
  • Organise smooth collaboration: Document tags facilitates interactions between users and the review of documents through additional attributes.
  • Tag documents with important information such as a deletion deadline, a date when the document should be reviewed or in which business process the document was added.
  • Define which documents must be present in an employee profile and identify discrepancies.

Automate tags

  • Tags can be added manually or automatically
  • With our powerful rule set, we provide you with "Simple Rules" that you can activate with just a click to tag your documents after uploading them to the system
  • In addition, you can add your own rules to automatically assign tags to documents as you wish
  • Tags can include not only text, but also locations, organisations and dates

Stay on top of everything

  • Find documents and filter by tags as well as predefined attributes
  • Filter by individual employee or get an overview of all employees in your department
  • Use the existing authorisation system in Workday, so that authorised users only have access to the documents they need
  • All tags can also be used in your customer or standard reports to filter by criteria

Why is a feature extension needed in Workday?

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All data and features remain in one system

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Reduce cost and effort by 40-70% in comparison to comparable solutions, as no additional custom integrations need to be created

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HR departments can save time, meet deadlines and easily check documents for completeness

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Improved reporting functions through additional detailed information from the documents

Pricing

Company size: under 10,000 employees
€ 7.80 subscriptionper employee per year
Company size: over 20,000 employees
€ 6.00 subscriptionper employee per year

Get in touch

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FAQ

How long does it take to set up the document management solution?

The implementation usually takes two weeks. During the implementation phase, the solution is installed in your tenant, a basic setup is carried out and your employees are trained on how to use Document Tags for efficient document management.

Is there an upper limit for tagging documents?

We have set an upper limit of 20 tags that can be added to a document.

What documents can I tag with the document management solution?

Our solution enables the tagging of documents from employees as well as documents uploaded as part of an HR business process. In the future, documents from the financial department can also be tagged.

Can I use tags to identify documents that need to be deleted?

Yes! Document Tags allows you to create detailed reports for your documents and thus, for example, add a tag with a deletion period.

Do Document Tags change the way documents are stored and processed?

No! Our product is purely an add-on to Workday's standard functionality. If you decide to stop using our solution, this will not affect the documents already added and how they are stored.

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