Counselings, PIPs, notes and onboarding documents — documented the same way by every manager, signed on screen, and filed to the employee’s timeline.
Watch it work
Close a counseling and the signature pads come up right there: employee, supervisor, HR. Each one is timestamped and the write-up files itself to the timeline.
Did not report for the swing shift on Sep 2 and did not call in. Third attendance issue in five weeks after late arrivals on Aug 11, 19 and 26.
Example records · Redwood Crown Card Club is a fictional card room
What you get
Employee, supervisor and HR sign on a signature pad when you close a counseling. You decide which actions require signatures.
Friendly Warning, Verbal, Written, Final, Suspension, Termination. Reasons and actions are yours to define, so every manager documents the same way.
Description, corrective action, next step and the employee’s own comments live on the same counseling — with attachments and a clean printable form.
Goals, milestones and progress notes on 7-, 14-, 30-, 60- or 90-day plans. The start date locks once a plan is active.
Quick notes with attachments for the things that aren’t a write-up yet — plus a private flag for the sensitive ones.
Marcus asked to talk after shift. Childcare fell through in late August; he expects it settled by October. Offered the EAP number.
Upload your handbook and policies. Employees read and sign on screen, and a printable signature card shows who signed and when.
In their words
Verbatim, from the people who run their teams on HR PaperTrail.
“HR PaperTrail helps us keep our notes and records on professional employees organized and accessible. It's a great tool to keep perspective when managing your staff.”
Henry Alfano
Chairman, ClickPoint Software
On file
Just shipped
Before you let someone go, a readiness check flags missing signatures, skipped discipline steps and inconsistent treatment.
Learn moreSpots when the same infraction got different outcomes across managers or departments, so you can fix it before it comes up in a hearing.
Learn moreType one sentence. AI drafts the counseling, suggests the step on your discipline ladder and shows what you did in similar cases.
Learn moreSend a secure link; employees read and sign write-ups and onboarding documents on their own phone.
Learn morePresent counselings and policies in English or Spanish so every employee understands what they sign.
Learn moreNo. The employee signs on the manager’s screen or tablet when the counseling is presented, right alongside the supervisor and HR.
Yes. Reasons and actions are fully editable, and you choose which actions require signatures before a counseling can be closed.
You decide which actions require signatures. The employee’s own comments, the description and the corrective action are recorded either way, with who documented it and when.
Every counseling has a clean printable form, and it’s included in the employee’s personnel packet.
Same record, next module
A 360° profile, one timeline, a personnel packet in one click.
Your rules, 30-day trends, and a point off for each clean month.
Risk scores that cite the records behind them, workplace-violence flags, suggested point adjustments.
Get started
Tell us a little about your operation. We’ll reach out within one business day to set you up — personally.