This article covers state-specific document collection, customizable organization strategies, document expiry tracking, and risk management.
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Section 1: Employee Documentation
One of the first things that Done Desk can help you do is ensure that you gather the right information to keep on file for existing and new hires, by your state. We have prebuilt state-specific lists of different documents that you need to collect from every single hire and keep on file over time.
If you have anything that is practice-specific that you want to implement, send it over to our team via our chat box in the lower right-hand corner. We'll be able to make that document DocuSign eligible so that folks can fill and submit it without having to print anything out in order to get you their employee documents. ✍️
- Head to your Documents Tab on the left.
- Locate "Document Tracks"
- Use the "Add Preset" button to view state document sets.
Section 2: Tracking Documents
We're going to collect things that expire over time like BLS certificates and state licenses. Done Desk will remind your folks when those things are due. As an admin like yourself, you'll be able to track that those things are continuing to stay in compliance over time by checking out your dashboard. This will show you things that are missing and expired in the Documents section, as well as things that are set to expire in 45 days! 👏
- Find expired and expiring-soon documents tracked in your Admin Dashboard.
Section 3: Admin Learning Tracks + How to Use Presets
Done Desk contains many HR courses that you can take advantage of as an admin! One of our favorites is an existing track that we have for acquiring talent... 👀
- Find Admin HR Learning Tracks in your "Training" tab under "Course Tracks"
- Click the "+ Preset" button on the upper, right to view and assign Learning Tracks
Section 4: Tasking
A leverage Done Desk for HR is our Tasking feature and Task Track presets! We've pre-built for you the things that you need to pay attention to from an HR perspective, as well as allowing you to build out your own individual tracks and tasks to keep track of different things that are specific to your locations. ✅
- Find off-the-shelf HR Tasks in the Done Desk Task Library.
- Navigate to your "Tasks" tab and click "Task Tracks"
- Browse pre-built Done Desk Task Tracks or create your own!
- Click under the "Assigned To" column to assign Task Tracks.
Section 5: Resource Library and HR Document Templates
Under documents, you're going to see your Document Library! This is a great place to start if you're new to practice ownership — or maybe you're addressing an HR issue that you haven't in a long time. You can search our library documents by using "HR" to search by type — then take a look at all of our templates ready for you to utilize! 🙌
- Locate your Done Desk resource library under your "Documents" tab under "Document Library"
- Keep in mind — we're not attorneys, y'all! All Done Desk library documents are TEMPLATES and you should have your final documents approved by your local attorney. 😊
From meticulous employee documentation with state-specific precision to tailored learning tracks and streamlined task management, Done Desk empowers you to take charge of your HR processes. The comprehensive guide we've explored covers the intricacies of document customization, expiry tracking, risk management, and the wealth of resources available in Done Desk's library.
Connect with the Done Desk team to explore further and tailor these insights to your unique practice needs!