Organize Employee Records

Organize Employee Records in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Keep accurate personnel files so I can answer payroll or compliance questions quickly.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Save completed personnel documents to each employee's SharePoint HR file: upload the signed offer,…
Save completed personnel documents to each employee's SharePoint HR file: upload the signed offer, tax forms, and I-9 within [days=48 hours] of receipt and maintain a folder structure that matches payroll's naming convention so I can answer payroll or compliance questions quickly.

Improve — make it easier to accept

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Before I archive personnel files to SharePoint, standardize filenames and add a one-line index page…
Before I archive personnel files to SharePoint, standardize filenames and add a one-line index page showing document types and dates, tag the file with employee ID and payroll period, and check that the I-9 and tax forms are present so payroll and compliance won't need to ask follow-ups.

Who does this, and with what

The same task is different work inside a different job.

HR ManagerAdobe Acrobat ProDocuWareMicrosoft SharePointalso: Maintain Accurate Personnel Filesalso: Enable Quick Compliance Queries

Next to this one

Other record work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.