OBS

Document Management

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Main modules

Documents and templates

• Register of company procedures and documents
• Access according to user roles


Staff documents

• Staff documents for starting (CV, diploma, etc...)
• Generation of official notes, receipts for labor book, and other declarations

Employment contracts

• Document generation (PDF)
• Register of employment contracts
• Annexes 
• Confidential agreements

Asset transfer protocols

• Document generation (PDF)
• Automated transfers of assets between company and employees
• Asset register


Internal transfers

• Document generation (PDF)
• Automated transfer to new department, manager, position, working hours, remuneration
• Generation of additional agreements for department, manager, position, working hours, remuneration

Resignation letters and orders

• Document generation (PDF)
• Resignation letters, proposals, agreements, and orders
• Automated updates on last working day in employee profiles
• Automated notifications before last working days

DEMO

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WHAT IS OBS DOCUMENT MANAGEMENT

Whether you are recruiting or managing a team, there are numerous documents that need to be issued and stored: declarations, employment contracts, additional agreements, forms, protocols, etc.

These such important documents must always be accurate and correct, in order to best reflect the company's values, and to be in accordance with constantly changing regulations.

One of the biggest risks in issuing documents is related to their manual entry. Therefore, we believe that automated document generation is essential for most companies.

Along with all the automation, we provide the possibility for manual corrections in the context of each individual document.

OBS Document Management focuses on issuing, storing and retrieving documents in seconds thanks to the PDF generator, powerful filters available on all modules' attributes and metadata search.
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CHARACTERISTICS OF PACKAGE 'OBS DOCUMENT MANAGEMENT'

  • Numbering (customizable)
  • Search by metadata and filters by all modules' attributes
  • PDF Generator based on predefined templates
  • The generator works with variables and data from other modules in the system
  • Possibility for manual editing in the context of each individually issued document
  • Connection with other documents (annexes, additional agreements, requests, orders)
  • Option to share selected documents with an employee 
  • Sending documents by email
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CHARACTERISTICS OF OBS ERP

  • Access according to user roles
  • Reminders and notifications
  • Chat
  • Employee profiles
  • Customizations (processes, reports, forms, automation)
  • Multilingualism
  • Document management for employees of more than one company
  • Android & iOS apps
  • On premises / Cloud
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BENEFITS AFTER INTEGRATION

  • Reduce paper usage
  • Minimize errors when generating documents
  • Save time when issuing and searching for documents and declarations
  • Centralized management of all documents for employees
  • Increasing the quality of the documents issued by the company
  • Automatically generate all documents for each stage of your employees' careers
  • Maximum flexibility in issuing and managing documents
  • Employees have access to the documents issued by the company - always and everywhere
  • Save time from updates when changing company data
  • Data analysis with reports and graphs
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FUNCTIONALITIES

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Employment and resignation process

✎ Employment contracts
✎ Documents for employing a new employee
✎ Transferring assets between company and employees

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Issuing documents of every single point in the career paths of your employees

✎ Change of positions, departments, working hours, etc
✎ Additional agreements
✎ Annexes

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Reports

✎ Starters, quitters, and active employees by month
✎ Birthdays
✎ On-demand

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TIME IS MONEY,

and its proper management an

INVESTMENT...

PRICING

Basic

Document generation, storing and management for a small organization.

$5

per user / month
  • Staff documents
  • Employment contracts
  • Additional agreements
  • Resignation letters and orders
  • Asset transfer protocols
  • Asset management and transfers
  • Asset holders report
  • Messaging
  • Multiple Locations
  • Departments
  • Positions
  • Staff
  • Internal transfers of employees
  • Potential candidates
  • 10GB Document storage
  • HR Statistics
  • Tenure
  • Headcount
  • Access to API
  • Single Sign On
  • Global Privacy
  • Custom Integrations
  • Dedicated Account Manager
  • Personalized Implementation

Standard

Document generation, storing, and management for mid-size to big companies. Connection to third party software and single sign-on.

$10

per user / month
  • Staff documents
  • Employment contracts
  • Additional agreements
  • Resignation letters and orders
  • Asset transfer protocols
  • Asset management and transfers
  • Asset holders report
  • Messaging
  • Multiple Locations
  • Departments
  • Positions
  • Staff
  • Internal transfers of employees
  • Potential candidates
  • 10GB Document storage
  • HR Statistics
  • Tenure
  • Headcount
  • Access to API
  • Single Sign On
  • Global Privacy
  • Custom Integrations
  • Dedicated Account Manager
  • Personalized Implementation

Enterprise

Advanced document generation and management solution, custom processes and dedicated account manager for companies that need to streamline that part of their business.

contact us

per user / month
  • Staff documents
  • Employment contracts
  • Additional agreements
  • Resignation letters and orders
  • Asset transfer protocols
  • Asset management and transfers
  • Asset holders report
  • Messaging
  • Multiple Locations
  • Departments
  • Positions
  • Staff
  • Internal transfers of employees
  • Potential candidates
  • 10GB Document storage
  • HR Statistics
  • Tenure
  • Headcount
  • Access to API
  • Single Sign On
  • Global Privacy
  • Custom Integrations
  • Dedicated Account Manager
  • Personalized Implementation