Employee Records & Document Management

From onboarding paperwork to performance documentation to offboarding and exit records, keeping everything organized shouldn’t be a full-time job. But without the right tools, it’s easy to lose track of what’s where — or what’s missing altogether.

 

Through our partnership with BambooHR, Legacy Leadership now offers a smarter, simpler way to manage employee records — one that’s designed to help you stay organized, on track, and ahead of deadlines.

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With these tools, you’ll be able to:

 

• Keep all employee records in one secure, searchable location

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• Use built-in checklists to guide each stage of the employee journey

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• Set automated reminders for missing docs, expiring forms, and key milestones

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• Reduce clutter, confusion, and unnecessary back-and-forth

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This isn’t just about paperwork — it’s about peace of mind. When your documents are in order, everything else runs more smoothly.

 

And you don’t have to take our word for it — you can try it for yourself. Explore the platform in a free trial environment and see how it works in real time.

 

Let’s make staying organized feel effortless.​​