Document Management File Structure for Global, Client, and Employee Documents

This help article outlines the folder and category structure for the Document Management software in Prism for the Global, Client, and Employee Documents. For information on user role access, visit this help article.

Employee Documents

• Confidential 
• Employee Benefits Documents
  • Benefit Confirmation
  • Benefits Enrollment Statements
  • Life Event Upload
• Employee Information
  • Custom Documents
  • Direct Deposit*
  • Electronic Consent*
  • Other Documents
  • Signed Employee Documents*
• Employee Uploaded Documents
• I-9*
• Manager Repository
• Performance Documents
  • Assessments
  • Employee Counseling & Coaching
  • Performance Reviews
  • Professional Development
• Tax Forms
  • Federal Tax Form*
  • General Tax Form*
  • Local Tax Form*
  • State Tax Form*

Client Documents

• Benefit Documents
• Company HR & Payroll Documents
• Company Tax Packages
• Leader Forms & Templates
  • Discipline and Termination
  • Performance Management
  • Recruitment, Hiring and Onboarding

Global Documents

• Client Notices
• Compliance Posters
  • Federal Posters
  • State Posters
• Tax Forms
• Global HR & Payroll Forms
  • Global Leader Forms and Templates
  • Tax Forms

* documents automatically stored when using Electronic Onboarding

** documents automatically stored when using Benefit Administration Services (TPA)