Can Rovo Help Organize and Find Employee Documents More Easily?

Question

Hi everyone,

I was wondering if Rovo can help employees find important documents, such as salary slips, employment records, and other HR-related files, more easily.

For example, government employees often need to access their monthly salary slips for bank applications, loan processing, or personal records. If these documents are stored across different folders or internal systems, finding the right file can take time.

Can Rovo search across connected company knowledge sources and help users find these documents faster? I'd be interested to hear if anyone has tried a similar workflow or has suggestions for setting it up.

Matthew Sinclair · Accepted Answer

JSM Support Portal → Knowledge Base

^One of many examples of this.

It comes down to the content/context/information it feeds on.

So in simple terms - yes it can.

However - sensitive information/content may be a risk - check with your GIS/HR/Legal/Org Admins and discuss carefully.

Anwesha Pan · Accepted Answer

Hi @Miguel Santos

Yes, Atlassian Rovo can search across connected enterprise repositories using natural language to help employees find documents like HR files, policies, and employment records faster.

However, because documents such as salary slips, tax forms, and employment records contain sensitive Personally Identifiable Information (PII) and financial data, how Rovo handles this workflow depends on system permissions, connector setup, and where the files are stored Atlassian Rovo.

Few things to consider as Matthew had also mentioned that Rovo handles File access and permissions strictly due to sensitive information.

You could try one of the below options:

Option1: Using Rovo agent

* Setup: Create a custom HR Navigator Agent in Rovo Studio trained on company HR knowledge bases, policies, and payroll instructions.
* User Experience: An employee asks: "I need my last 3 salary slips and an employment verification letter for a mortgage application."
* Outcome: The agent provides direct deep links to the self-service payroll portal, outlines turnaround times for official letter requests, and references relevant submission guidelines.

Option2: Direct document indexing if files are stored in cloud

If payslips or letters are generated into individual employee folders in Microsoft OneDrive/SharePoint or Google Drive:

* Setup: Organization administrators connect the repository through Rovo connector management and ensure folder permissions inherit individual employee access controls.
* User Experience: An employee asks: "Find my March salary slip in Google Drive."
* Outcome: Rovo searches across the user's accessible files and returns the document link directly in search results.

Hope this answers and helps.

Thanks,

Anwesha