Employee record management
This template works on the following products:
*For Team and Enterprise plans
This managing employee records example template can help you:
- Clarify what files belong in an employee, payroll, or medical file.
- Document how long you keep each file.
- Evaluate your current process for managing employee records to make sure your HR department is up to date and compliant where needed.
Open this template and add content to customize this employee record management diagram to your use case.
Keep track of employees’ important information with an employee record template
Whether you help run a large corporation or own a small business, you must keep track of important employee data. This data can include compensation details, tax information, benefit elections, performance evaluations, and other important information. These documents must be filed correctly, kept under the right level of security, and disposed of properly when necessary.
To more easily keep track of your employees’ records and documents, managers and HR personnel can use a structured employee management plan. Lucidchart provides an employee record template to help you clarify where certain employee information belongs and document how long you need to keep each file. This customizable template can also help you examine your current record management plan and identify opportunities for optimization.
Whether you are an HR manager or a payroll specialist, you can use this flexible template to collaborate with your team members and ensure that everyone is aligned on your procedures. The employee record template is an especially great tool for remote and hybrid teams.Use the employee record template in Lucidchart
Customize the template to your specific use case by yourself or with your team. Simply share it through Microsoft Teams, Zoom, or Slack.
To work with the template, you can:
- Name specific files and documents on sticky notes or import lists and data into the different sections to keep all the information you need in one place.
- Add text and color code the timeline to indicate how long certain documents and files should be kept by your organization.
- Create a diagram key so your team members can work on the template remotely anytime.
- Add comments or questions on different team members’ work.
As you complete the employee record template, you can use it as a valuable planning tool and resource in your employee management plan. To see an example template or learn more about utilizing Lucidchart resources, click the tutorial buttons to the right of the template.
