---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Exploring Employee Document Management

# Exploring Employee Document Management {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

With Employee Document Management, you
can streamline document management and maintain documents with integrity, accuracy and access
controls.

## Streamline management of employee documents {#exploring-employee-document-management__section_ezn_hbk_fdb}

* Centralize files that are currently stored on multiple cases.
* Automatically or manually move employee documents from a case to the employee file.
* Find documents using metadata tags.
* Place legal holds on all documents for an employee (HR profile), or for all documents by document type.
* Define who can access what documents.
* Define retention policies that determine how long to retain employee documents and prevent purging for legal holds.
* Define when to purge documents.
{#exploring-employee-document-management__ul_k5z_jrg_xdb}

## Configure Employee Document Management {#exploring-employee-document-management__section_zlr_1jx_xcb}

The base system provides pre-configured records that can be used immediately to expedite the
configuration of Employee Document Management.

## Employee document definitions {#exploring-employee-document-management__section_tnz_hl2_mfb}

To use Employee Document Management, you must define the following:

* Document type: Defines how documents are categorized and are associated with Center of Excellence (COE), topic categories, and topic details. For example, you can create a document type for all documents related to Total Rewards or for each benefit. Document types also determine who can access, how long to retain, and if a legal hold is in effect.
* Retention periods: Defines how long to keep an employee document based on regulations or company policy.
* Retention policies: Combined with a retention period and criteria, determines how long to retain an employee document.
* Security policies: Determines who can view, create, move, or authorize to purge employee documents.

{#exploring-employee-document-management__ul_nh2_rll_dfb}

You can configure employee documents to automatically move to the document repository when an
HR case is completed and closed.

## Administrator, agent, and employee access to Employee Document Management {#exploring-employee-document-management__section_qrh_cjx_xcb}

There are multiple levels of access for Employee Document Management.

* Administrators configure the Employee Document Management application.
* Agents upload employee documents on behalf of employees or as part of a case.
* Employees who can upload and view their documents.
{#exploring-employee-document-management__ul_a2g_13b_xdb}

Employee Document Management administrators assign appropriate roles to employees who require
access to employee documents. The security policy determines access and purge authorization.

The document type and the associated retention policy and retention period determine when to
purge employee documents. The security policy can require approval to purge. The security policy
requires a user to belong to the group that has purge authorization.

Legal holds can be placed on HR profiles. Legal holds prevent employee documents from being
purged. You can also place and manage legal holds by document type. Managing by document type
provides bulk-processing for increased efficiency.

## Employee Document Management for
agents {#exploring-employee-document-management__section_q13_djx_xcb}

Employee Document Management agents can:

* Search for existing employee documents using different filters.
* Place or upload employee documents directly into the repository.
* When your company is also using HR Service Delivery, you can move employee documents from the HR case form to the repository. Employee documents can also be configured to automatically move when an HR case is closed.
{#exploring-employee-document-management__ul_wbl_ksv_5cb}

## Employee access {#exploring-employee-document-management__section_a1l_djr_h2b}

Employees can view their own employee documents when the document type provides employee
access. Employee documents are also available on HR cases and the Service Portal or Employee
Service Center profile page. See [Define policies for a document type](https://www.servicenow.com/docs/SrE8OpPysFNOwpVVHuPo_A#create-modify-hr-doc-types "For each document type, you can determine who can access a document as well as define the retention policies associated with it, or place a legal hold. A document type can manage multiple documents.").