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New Write-ups that write themselves, incident reports you can just say out loud, and more — see what’s new

The whole employee, on one page.

Counselings, incidents, points, PIPs, notes, files, time off, requirements and onboarding — one 360° file and one timeline, ready to print as a packet.

White-glove setup. We import your roster for you.

Employee profile for poker dealer Marcus Bell showing 7.0 attendance points, performance issues and a High-risk AI insight with score 72 (dark mode)
Personnel packet 10 sections · PDF or ZIP
Timeline Written Warning · Elena Ruiz

Watch it work

Unemployment hearing on Thursday? Print the packet.

Pick the sections, choose PDF or a ZIP with every original upload, and HR PaperTrail builds it in the background — filtered by what the person printing it may see.

  1. Pick from 10 sections
  2. Built in the background, permission-filtered
  3. One PDF — or a ZIP with every original file

Example records · Redwood Crown Card Club is a fictional card room

What you get

One profile. Every record.

01

The 360° profile.

Points with a 30-day trend, a year of performance issues, an AI risk insight, and a tab for everything else.

  • Points, issues and risk cards up top
  • Tabs for every record type
  • A “New…” menu for any record
Employee profile for poker dealer Marcus Bell showing 7.0 attendance points, performance issues and a High-risk AI insight with score 72
Employee profile for Marcus Bell on a phone with points, issues and AI risk insight cards
02

One timeline.

Points, time off, notes, status changes, counselings, PIPs and incidents in a single feed — with who recorded each entry.

  • Every record type in one feed
  • Who recorded it, and when
  • Per employee or per department
Chronological timeline of every point, incident, counseling and PIP on Marcus Bell's employee file
03

A personnel packet in one click.

Pick from 10 sections and get a PDF, or a ZIP with every original upload. Filtered by the viewer’s permissions and built in the background.

  • PDF, or PDF plus original files
  • Notified in-app when it’s ready
  • Only what the viewer may see
Print Packet modal for building a PDF of an employee file with selectable sections
04

Files, video included.

A per-employee vault with folders for documents, photos, audio and video — up to 1.5 GB per file, stored privately.

  • Folders per employee
  • Video, audio, photos and documents
  • Strict file-type checks on upload
Files · Marcus Bell Upload
All Discipline Licenses Statements
  • table-7-floor-camera.mp4Video · 412 MB
  • written-warning-signed.pdfPDF · 184 KB
  • statement-elena-ruiz.m4aAudio · 6.2 MB
  • key-employee-license.heicPhoto · 2.1 MB
Up to 1.5 GB per file · stored privately
05

Every status change, dated.

Active, suspension, medical leave, leave of absence, terminated — each change recorded with a date and a note. Rehires get their onboarding documents and requirements reassigned.

  • Employment history with notes
  • Rehire picks the paperwork back up
  • On the timeline automatically
Employment history Tommy Nguyen
  1. RehiredActiveMar 3, 2026 Onboarding documents and requirements reassigned.
  2. TerminatedTerminatedNov 14, 2025 Voluntary — moved out of state.
  3. Leave of absenceLeaveJun 2, 2025 Approved family leave, 6 weeks.
  4. HiredActiveJan 13, 2025 Pai Gow Dealer · Casino.
06

Bring your roster.

Import employees from CSV or Excel — 26 columns, emergency contacts included — or we’ll do it for you.

  • 26-column import template
  • Emergency contacts included
  • White-glove setup: we import it for you
redwood-crown-roster.xlsx 26 columns
number first_name last_name department position
0214 Marcus Bell Casino …
0221 Tommy Nguyen Casino …
0305 Priya Raman Finance …
0318 Rosa Delgado Bar …
Import completeEmployees created with departments, positions and emergency contacts

Or send it to us — we’ll import it for you

In their words

Managers who use it every day.

Verbatim, from the people who run their teams on HR PaperTrail.

“Prior to HR PaperTrail we had the typical HR file, we had a folder on the network, we had emails, we had disciplinary documents, certifications – it was very messy. HR PaperTrail enables us to compile a detailed timeline on all our employees making it fast and easy to respond to any challenge. We couldn't live without it.”
MK Business Centers Luna Kayamori General Manager, MK Business Centers On file

Questions

Straight answers.

Something else? Ask us directly — a real person answers.

What goes into a personnel packet?

You pick from 10 sections: profile, onboarding documents, requirements, time off, incident log, counselings, notes, files, point history and PIPs. Choose a PDF, or a ZIP that adds every original upload.

Can employees see their own file?

That’s up to you. Whether someone can see their own record is a permission, and records about a person can be hidden from that person’s own login.

How do we get our existing employees in?

Send us your roster and we’ll import it for you, or use the 26-column CSV/Excel template yourself.

Is every change tracked?

Yes. 53 record types keep an audit history, and the timeline shows who recorded each entry.

Get started

Put every shift on the record.

Tell us a little about your operation. We’ll reach out within one business day to set you up — personally.

White-glove setup. We import your roster for you.