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DownloadGuidesPDF · EN20 pages

Practical Guide Digital Personnel File

Personnel files scattered? From now on, one file. This guide shows how PaperOffice recognizes every document, bundles it into one file and shows it only to those who are allowed to see it.

This guide is available in 21 languages; on this page you download the English version. Free, no registration.

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What's inside

  1. A request for information
  2. What a scattered file costs
  3. The process at a glance
  4. A Workspace for HR
  5. Who sees what
  6. In the app: upload documents
  7. Recognized by content
  8. One file per person
  9. Find and hand over
  10. Redact before sharing
  11. Retain and lock
  12. What teams ask at the start
  13. Handover to payroll and specialist systems
  14. Try it yourself in 30 minutes
  15. Videos on the topic
  16. Your digital personnel file in five days
  17. Checklist and start

Who it is for

HR Department: You manage the files, respond to access requests, and distribute documents to payroll and management. Data Protection Officer: You monitor who sees what and oversee data access and deletion requests. Management and IT: You assign permissions, define security levels, and determine storage locations.

Key facts

  • 20 pages, with a test package to try it yourself in 30 minutes
  • Personnel records belong in their own protected Workspace. User Groups decide who gets in.
  • Every document is recognized by its content and uniformly named, whether it is a scan, PDF, or email attachment.
  • A document folder bundles everything about one person. Search finds it across all Workspaces.
  • Before anything is shared, the Redact Agent blacks out what the recipient does not need to see. The original stays unchanged.
  • With the test package, you can see the whole process for yourself in 30 minutes, in your own account.
Format
PDF
pages
20
Language
English
Last updated
10/2026

Questions and answers

Frequently asked questions about this download

One Workspace per person?

For most teams, one HR Workspace with one folder per person is enough. Separate Workspaces are worthwhile when different groups should see different files.

What happens upon deletion?

In Business and Compliance Workspaces, deleted items go to the trash first. Documents under WORM retention cannot be deleted at all until the end of the period.

How do payslips get in?

Most easily through the mailbox your payroll office sends to: a Connector collects the PDFs, and AI processing recognizes the employee and the month.

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