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Andrew Roberts

Top 5 Game-Changing Features Your HR Document Management System Needs in 2026

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Stay Competitive: Essential Document Management Capabilities That Will Define HR Success This Year

best HR document management system for compliance


HR leaders aren’t just managing people anymore; they’re managing an avalanche of data. With 166 million individuals affected by data compromises in just the first half of 2025, the stakes have never been higher.


Your document management system isn’t just software; it’s your first line of defense against compliance failures, security breaches, and operational chaos. Here are the five capabilities that will separate the leaders from the laggards in 2026.

1. AI Document Intelligence (Not Just Storage)


Remember when document management meant scanning files and hoping you could find them later? Those days are gone. In 2026, your system needs to actually understand what’s in your documents.

Modern AI capabilities automatically extract, classify, and route documents to their correct folders. HR professionals spend 40% to 60% of their time on compliance and administrative tasks, time AI document intelligence can reclaim for strategic initiatives.

What This Looks Like in Practice:

Your system automatically reads a resignation letter, extracts the employee name and last day, routes it to the correct digital folder, applies metadata to start the offboarding workflows where IT and payroll can begin the process, and flags any compliance requirements, all before you’ve had your morning coffee.

AI-driven systems can automatically extract metadata and classify documents, self-route approval workflows based on context, and proactively flag compliance issues before they escalate. With DynaFile’s intelligent document processing, what once took hours now takes minutes.

Why It Matters: When your team handles hundreds of onboarding packets monthly, AI document intelligence eliminates manual data entry, reduces errors, and lets your HR team focus on people, not paperwork.


2. Ironclad Security Architecture (Because Breaches Are Getting Expensive)

Here’s the wake-up call: The average cost of a data breach in the United States surged to $10.22 million in 2025, more than double the global average. HR departments hold some of the most sensitive information in any organization, making them prime targets.

Your document management system needs security baked into every layer, not bolted on as an afterthought.

Essential Security Features:

  • Role-based access controls that limit who sees what
  • End-to-end encryption for data at rest and in transit
  • Immutable audit logs that track every access and modification
  • Automatic backup and disaster recovery
  • Multi-factor authentication is standard, not optional

The compliance landscape is getting stricter, too. GDPR, HIPAA, and other governance regulations require companies to follow best practices to protect data. With the EU Pay Transparency Directive taking effect by June 7, 2026, organizations need systems that can prove compliance on short notice.

DynaFile provides AI document intelligence and real-time reporting to help you stay ahead of security threats and maintain compliance confidence.

Why It Matters: Your document management system should be part of your security solution, not part of your security problem. The right platform protects sensitive employee data while keeping you audit-ready.

3. True System Integration (No More Data Islands)

Your HR data lives everywhere: your HRIS, payroll system, applicant tracking system, and performance management platform. In 2026, having isolated systems isn’t just inefficient; it’s dangerous.

Modern document management systems must seamlessly integrate with your core HR platforms, enabling real-time access within everyday apps and workflows. According to the 2026 Business Leaders Priorities survey, 33% of businesses find AI adoption extremely challenging, but those who automate and integrate can gain a competitive advantage.

What Seamless Integration Delivers:

  • New hire paperwork automatically syncs with your payroll and benefits systems
  • Performance reviews flow directly into your talent management platform
  • Compliance documents trigger alerts if missing or outdated
  • Policy acknowledgments can be legally signed with e-signatures

DynaFile integrates with leading HR platforms, creating a single source of truth for all your employee documentation. No more double entry, no more version conflicts, no more wondering which system has the latest file.

Why It Matters: Employees shouldn’t submit the same information five times across five systems. Neither should your HR team enter data manually across multiple platforms. Integration eliminates redundancy, reduces errors, and gives you confidence in your data.

4. Remote and Hybrid Access (Because Work Happens Everywhere)

Here’s a reality check: About 73% of workers report higher productivity with hybrid work arrangements, gaining about 7.6 hours per week. Your document management system needs to work wherever your people are.

Remote employees shouldn’t need to come into the office to access HR documents. Managers shouldn’t be tied to their desks to approve requests. And your HR team definitely shouldn’t be limited to a single workstation.

Modern Remote Access Capabilities:

  • Secure cloud access from any device, anywhere
  • Role-based permissions that travel with employees
  • Multi-factor authentication for secure remote access
  • Digital signatures that hold up legally
  • Instant notifications for time-sensitive approvals

Organizations are moving rapidly toward zero paper, a transition that reduces HR workload and improves transparency. But going paperless only works if your remote and hybrid employees can access what they need, when they need it.

Why It Matters: When employees can access HR services securely from anywhere, you reduce the burden on your HR team, speed up processes, and support the flexibility today’s workforce demands. In 2026, remote access isn’t a nice-to-have; it’s essential.

5. Intelligent Compliance Automation (Stay Audit-Ready Always)

Compliance isn’t getting simpler. Between federal regulations, state laws, industry standards, and international requirements, staying compliant is a full-time job. Your document management system should do the heavy lifting.

Smart Compliance Features:

  • Automated retention schedules based on document type and jurisdiction
  • Legal hold capabilities that prevent deletion during investigations
  • Automatic alerts when retention periods expire
  • Comprehensive audit trails that show who accessed what and when

Critical Retention Requirements for 2026:

In 2023 alone, the Employee Benefits Security Administration recovered nearly $1.5 billion in employee-owed benefits from employers who weren’t meeting their obligations. Your document system should prevent you from becoming another statistic.

Why Your HRIS Isn’t Enough

Many organizations assume their HRIS handles document management. The reality? Most HRIS platforms fall short in specialized employee document management. They’re built for data management, not document management.

What’s missing from typical HRIS solutions:

  • Advanced document capture: No intelligent scanning, barcode recognition, or automated classification
  • Robust version control: Limited ability to track document changes over time
  • Comprehensive audit trails: Insufficient logging for litigation or compliance audits
  • Flexible retention policies: Can’t handle complex, jurisdiction-specific retention rules
  • Legal hold functionality: No capability to freeze documents during investigations

DynaFile’s purpose-built document management platform fills these gaps. Our automated compliance features include intelligent retention scheduling, legal hold capabilities, and comprehensive audit trails. Plus, our barcode scanning and recognition technology streamlines document capture, ensuring every file is properly classified and tracked from the moment it enters your system, capabilities your HRIS simply doesn’t have.

Learn more about why your HRIS falls short on employee document management

Why It Matters: When an auditor shows up, you want to produce records in minutes, not days. A dedicated document management system like DynaFile provides the specialized compliance capabilities your HRIS can’t deliver, keeping you perpetually audit-ready and protected from costly penalties.

The Technology Advantage: How Modern Systems Change the Game

The best document management systems aren’t just digital filing cabinets. They’re strategic platforms that transform how HR operates. IBM’s Institute for Business Value finds organizations that deliver top-tier employee experiences post 31% higher revenue growth than peers.

What Modern Systems Enable:

  • Boost Operational Efficiency: Automate repetitive document tasks and reclaim hours every week for strategic work
  • Ensure Rock-Solid Compliance: Meet regulatory standards effortlessly with automated retention policies and comprehensive audit trails
  • Scale Without Pain: Adapt your system as your workforce grows, whether you’re adding 10 employees or 10,000
  • Enhance Employee Experience: Give employees instant access to their documents without HR intervention
  • Reduce Risk Exposure: Minimize the chance of costly breaches, fines, and lawsuits

78% of organizations recently increased HR tech spending, with employee experience identified as the top problem they want technology to solve.

Calculate Your ROI: Making the Business Case

Wondering what a modern document management system could save your organization? Use our interactive ROI calculator to discover your potential savings in time, money, and risk reduction.

Calculate Your ROI Now

Making the Move: Is Your Current System Ready for 2026?

As you plan for the year ahead, ask yourself these hard questions:

  • Does it integrate seamlessly with your other HR platforms?
  • Can your hybrid and remote employees access what they need, when they need it?
  • Are you confident you could pass an audit tomorrow?
  • Is your team spending hours on tasks that should be automated?
  • Does your system use AI document intelligence to extract and classify documents automatically?


If you answered “no” to any of these questions, it’s time to evaluate whether your current document management system is helping or hindering your HR team’s success.

The organizations that thrive in 2026 won’t be the ones with the biggest HR departments. They’ll be the ones with the smartest systems, platforms that handle the routine work automatically, flag problems before they become crises, and let your HR team focus on what really matters: your people.

Ready to see how a modern document management system can transform your HR operations? The technology exists today to automate, secure, and streamline your document workflows. The question is whether you’ll adopt it before your competitors do.

Schedule a demo and learn more about DynaFile’s Solutions.

HR Document Management Software FAQs

Q: What is an HR document management system?

A: An HR document management system is a specialized platform designed to securely store, organize, manage, and retain employee records throughout their lifecycle. Unlike basic file storage, it includes compliance automation, audit trails, retention scheduling, and access controls tailored to HR regulations.

Q: How is an HR document management system different from an HRIS?

A: An HRIS manages employee data such as payroll, benefits, and job information. An HR document management system manages employee documents, including retention rules, legal holds, audit logs, and compliance workflows. Many organizations use both together, with document management filling critical gaps that an HRIS cannot address.

Q: Why is AI document intelligence important for HR in 2026?

A: AI document intelligence allows HR systems to automatically read, classify, extract data from, and route documents without manual effort. In 2026, this reduces administrative workload, minimizes errors, improves compliance accuracy, and helps HR teams focus on strategic initiatives instead of paperwork.

Q: What security features should an HR document management system include?

A: A modern HR document management system should include role-based access controls, encryption for data at rest and in transit, immutable audit logs, multi-factor authentication, and secure disaster recovery. These features protect sensitive employee data and support compliance with regulations like GDPR and HIPAA.

Q: How does document management help with HR compliance and audits?

A: Document management systems automate retention schedules, enforce legal holds, track every access or change, and generate audit-ready reports. This allows HR teams to respond to audits quickly, demonstrate compliance, and reduce the risk of penalties or fines.

Q: Can HR document management systems support remote and hybrid work?

A: Yes. Cloud-based HR document management systems allow secure access from anywhere, enabling remote employees and managers to view, sign, and submit documents without visiting the office. This is essential for modern hybrid work environments.

Q: What documents should be stored in an HR document management system?

A: Common documents include personnel files, I-9s, medical records, payroll documentation, performance reviews, training certifications, disciplinary records, and compliance documentation. Best practice is to segment files based on legal and regulatory requirements.

Q: Is cloud-based HR document management secure?

A: When implemented correctly, cloud-based HR document management systems are often more secure than on-premise storage. They offer continuous updates, advanced encryption, monitoring, and redundancy that many organizations cannot maintain internally.

Q: When should an organization upgrade its HR document management system?

A: Organizations should consider upgrading if they rely on manual processes, struggle with audits, lack integration with HR platforms, cannot support remote access securely, or spend excessive time managing documents instead of focusing on people.

How DynaFile HR Document Management Software Simplifies Employee Files

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Learn how digital HR workflows, electronic employee files, and automated compliance tools help HR teams stay organized, secure, and audit-ready.

digital HR workflows


Walk into almost any HR office, and you will still see stacks of onboarding packets, overflowing file cabinets, or folders that never seem to stay organized. And even HR teams that have moved beyond paper often rely on siloed digital systems, shared drives, email chains, or legacy HRIS storage, which makes employee file management inconsistent and difficult to control. The reason is not inefficiency; it is that traditional storage tools were never built for modern compliance, electronic employee files, digital HR workflows, remote work, or organizations that need to scale.


DynaFile is cloud-based HR document management software that helps teams eliminate paper, automate filing, improve I-9 compliance, and create secure, easy-to-manage electronic employee files. HR can find any document in seconds, keep files audit-ready, and maintain secure access from anywhere.

What Is DynaFile HR Electronic Document Management


DynaFile centralizes all employee documents into structured, secure electronic employee files. Instead of juggling paper, shared drives, siloed systems, and scattered PDFs, HR gains a unified solution for managing onboarding documents, certifications, performance records, protected health information (PHI), I-9s, policy acknowledgments, and more.

Electronic Employee Files

Batch-scan mixed documents and let barcode recognition split and file everything automatically. A stack of 200 pages becomes organized digital records in seconds.

HR Employee File Management

Each employee receives a structured folder. Administrators control access by role, department, location, employment status, and document type. This ensures proper separation of Form I-9s, PHI, and payroll records in line with compliance requirements. For I-9 rules, DynaFile supports the official guidelines in the USCIS M-274 Handbook for Employers. Medical file handling expectations follow the HHS HIPAA Security Rule.

Cloud-based Storage and Access

Documents are stored securely in the cloud and available 24/7/365. Whether HR is on-site or remote, retrieval is fast and consistent without navigating confusing shared-drive structures or multiple disconnected systems.

HRIS Integrations and Automated Workflows

DynaFile integrates with human resources information systems (HRIS), applicant tracking systems (ATS), and leading e-signature tools so that completed forms automatically route into the correct employee folder. This includes documentation workflows that support compliance with the federal E-Verify program.


Why HR Teams Choose DynaFile

1. Save Hours on Manual Tasks
Paper-based and hybrid digital workflows slow teams down. With batch scanning, automated filing, and pre-built onboarding packets, HR eliminates repetitive tasks and improves day-to-day efficiency. Document retrieval goes from minutes or hours to seconds. According to Deel, HR professionals can spend up to 57 percent of their time on administrative tasks. And DocuSign reports that digitizing HR paperwork reduces document handling from hours to minutes.

2. Strengthen Compliance and Improve Audit Readiness

Audits expose inconsistencies quickly. DynaFile helps HR stay ahead with:

  • Retention schedules aligned to the employee lifecycle
  • Complete audit trails for every file action
  • Missing-document and expiration reports
  • Strict role-based access rules that support HIPAA and HHS PHI protection requirements
  • Proper handling and separation of Form I-9s according to the USCIS M-274 Handbook
  • Documentation workflows that support compliant handling for the E-Verify employment eligibility program


In practice, HR can produce required files in seconds and securely share information with auditors through encrypted, time-limited links.

3. Enhance Security with Enterprise-grade Protections

Employee files contain sensitive information that must remain protected. DynaFile is designed to prevent loss and unauthorized access through layered security controls and redundant infrastructure. 

Protections include:

  • Annual audits aligned to the AICPA SOC 2 framework
  • Database-level access controls with logical data isolation
  • AES-256 encryption at rest using FIPS 140-2 validated cryptographic modules
  • SSL and TLS encryption for data in transit
  • Penetration testing and intrusion prevention systems
  • Redundant firewalls and application servers
  • Geographically separated SSAE 18 certified data centers
  • Real-time replication with a recovery point objective under 60 seconds and a recovery time objective under two hours


These measures protect documents, maintain system availability, and help ensure that files are accessible only to authorized users.

4. Streamline Onboarding and Offboarding

For high-volume or seasonal hiring, DynaFile simplifies onboarding and offboarding. Packet assembly can be automated, forms can be pre-populated with employee data, and e-signature workflows file documents immediately. At separation, retention rules automatically archive or purge documents to maintain compliance.

5. Support Multi-site, Multi-state, and Hybrid Teams

Distributed HR operations require consistent governance and secure access across locations. DynaFile supports:

  • Location-based access rules
  • Least-privilege permission design
  • Centralized policy acknowledgment tracking
  • Secure link sharing with expiration controls


Whether your HR team operates at a single site or across multiple states, document access remains consistent and compliant.


Features That Set DynaFile Apart

Barcode Recognition and Scanning Automation

Scan hundreds of mixed documents at once. Barcodes split, index, and file documents to the correct employee automatically. 

Segmented Access and Permission Rules

Access can be filtered by role, department, location, or document type. HR can view I-9s while managers cannot, and PHI stays protected according to HIPAA expectations. 

Encrypted Sharing and Expiring Links

Share documents securely without email attachments. Time-limited links ensure controlled access for auditors, managers, and external reviewers.

Audit Tools and Real-time Reporting

Run reports to identify missing documents, expiring certifications, retention needs, and compliance gaps.

AI-assisted Document Classification (AIDI)

DynaFile’s AI Document Intelligence helps recognize document types as files enter the system, apply consistent metadata, and route documents to the correct employee folders. This reduces manual filing errors and helps HR maintain structured electronic employee files as documents arrive from many sources.

Seamless HRIS and E-signature Integrations

DynaFile integrates with HRIS platforms, applicant tracking systems, and e-signature tools so that documents generated or signed in other systems are automatically filed in the correct employee records. This eliminates duplicate uploads and keeps employee file management consistent across systems.


How to Get Started with DynaFile

1. Assess Your Current Process
Identify document types, storage locations, and bottlenecks such as inconsistent naming or slow retrieval times.

2. Digitize Existing Paper Files

Use batch scanning, barcode cover sheets, and scanning automation to convert paper quickly and accurately.

3. Configure File Structures, Permissions, and Retention

Define who needs access to what, how documents should be categorized, and how long files must be retained.

4. Integrate Your HR Tools

Connect your HRIS, ATS, and e-signature platforms so documents flow directly into employee folders without manual work.

5. Train Your Team and Maintain Compliance

Training sessions help HR adopt new workflows easily. Built-in audit reports help keep files complete and compliant over time.


Why HR Teams Trust DynaFile


DynaFile helps HR teams eliminate paper, streamline digital HR workflows, reduce administrative burdens, and maintain audit-ready electronic employee files with secure, cloud-based document management. With automation, enterprise-level security, and flexible integrations, DynaFile supports the realities of modern HR operations, including remote and multi-site environments.


Ready to eliminate paper chaos and streamline your HR workflows


Schedule a 15-minute demo to see DynaFile in action, or explore our guide to cloud-based HR document management to learn more.

HR Document Management Software FAQs

Q: What is HR document management software?

A: HR document management software is a system designed to securely store, organize, and manage employee records in one centralized location. It helps HR teams control access, automate filing, support compliance, and quickly retrieve documents.

Q: How is HR document management different from basic file storage?

A: Basic storage tools hold files, but they do not manage access, retention, or compliance. HR document management software provides structured employee files, role-based permissions, audit trails, and workflows designed specifically for HR requirements.

Q: What types of employee documents should HR manage digitally?

A: HR teams typically manage onboarding forms, performance reviews, certifications, policy acknowledgments, Form I-9s, payroll documents, and protected health information. Managing these digitally improves accuracy, security, and audit readiness.

Q: How does HR document management support I-9 compliance?

A: A proper HR document management system keeps Form I-9s separate from other employee records, restricts access to authorized users, tracks retention timelines, and supports secure sharing during audits.

Q: Can HR document management software work with existing HR systems?

A: Yes. Modern HR document management software integrates with HRIS, applicant tracking systems, and e-signature tools so documents flow automatically into employee files without manual uploads.

Q: How does electronic employee file management improve audit readiness?

A: Electronic employee files allow HR to quickly locate required documents, verify completeness, generate audit reports, and share files securely. This reduces audit preparation time and lowers compliance risk.

Q: Is HR document management software secure?

A: Enterprise-grade HR document management software uses encryption, access controls, audit trails, and compliance standards such as SOC 2 to protect sensitive employee data from unauthorized access.

Q: How long does it take to implement an HR document management system?

A: Implementation timelines vary by organization, but many HR teams can migrate documents and configure workflows within a few weeks, depending on file volume and integrations.

Q: Can HR document management support remote or multi-site teams?

A: Yes. Cloud-based HR document management allows authorized users to access employee files securely from anywhere, making it ideal for remote, hybrid, and multi-site organizations.

Q: What are the benefits of moving from paper or shared drives to HR document management software?

A: HR document management software reduces administrative work, improves compliance, strengthens security, eliminates document sprawl, and helps HR teams stay organized as organizations grow.

Say Goodbye to Paperwork Overload: How an HR Document Management System Reinvents File Management and Compliance

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A modern HR document management system that speeds up file retrieval, automates compliance, and gives HR more time for people.

HR document management system

If you have ever searched for a missing onboarding form after office hours or prepared for an audit with a stack of paper on your desk, you know how demanding HR filing can be. A modern HR document management system replaces those stressful moments with organized digital files, faster retrieval, automated compliance alerts, and structured onboarding workflows.

Centralized storage, automated indexing, and integrated e-signature tools help HR recover time, prevent errors, and keep sensitive information secure. MorningStar Senior Living reduced document retrieval from hours to seconds. NANA North digitized thousands of files across remote locations and strengthened compliance statewide.

If your organization wants to reduce paperwork, protect employee information, and move through audits confidently, this guide explains how a modern HR file management system delivers real outcomes.

Table of Contents

  1. The cost of paper and disorganization in HR
  2. How a modern HR document management system works
  3. Retrieve any employee file in seconds with centralized, secure access
  4. Cut onboarding time through HRIS, ATS, and e-signature integration
  5. Compliance and I-9 automation without the stress
  6. A simple plan to move to electronic employee files
  7. Why this HR document management software stands out
  8. See it in action

1. The cost of paper and disorganization in HR

Manual HR filing is expensive, time-consuming, and risky. Paper documents arrive from many sources, digital files sit in shared drives, and employees send required forms through email. Industry research referenced by SHRM shows that HR professionals spend a large portion of their time on administrative tasks such as retrieving documents, correcting errors, and tracking compliance.

This scattered model leads to:

  • missing or outdated documents
  • inconsistent versions
  • delayed onboarding
  • privacy gaps
  • increased audit risk

When an I-9 form, certification, or medical document is misplaced, the issue quickly becomes a compliance concern. And when an auditor requests documents, HR often loses hours searching through filing cabinets, shared drive folders, or email chains.

Modern HR teams improve efficiency and reduce risk by using a structured employee file management system that keeps every document organized and accessible in seconds.

Explore HR file management>

2. How a modern HR document management system works

A fully digital HR document management system consolidates every employee file into one secure location. Rather than looking through multiple storage locations, HR retrieves exactly what they need within seconds.

Centralized, secure storage

With role-based and document-level permissions, HR leaders, managers, and benefits teams can access only the information they are authorized to view. Sensitive records such as medical files and I-9s stay in protected partitions.

Digitizing without manual sorting

Barcode-driven batch scanning and automated metadata tagging transform mixed paper folders into organized electronic employee files. HR avoids hours of manual sorting and ensures greater consistency.

AI-powered document classification

AI assistance recognizes document types, applies metadata, and routes files into the correct folders. This reduces manual filing errors and helps maintain structure as documents arrive from many sources.

Learn more about AIDI, DynaFile’s AI Document Intelligence>

3. Retrieve any employee file in seconds with centralized, secure access

When every file (onboarding forms, performance documents, certifications, I-9s, medical files) lives in one structured location, HR can find what they need immediately, instead of searching through paper folders or drive structures, HR selects an employee’s name and retrieves any file with a click.

Real outcome examples

MorningStar Senior Living reduced document retrieval time from hours to seconds and eliminated paper files across multiple locations. Even multi-site teams can now respond to file requests instantly.

MorningStar Case Study>

NANA North digitized more than 3,000 employee files from remote communities, providing HR with consistent access and improving compliance company-wide.

NANA North Case Study>

Daily outcomes HR teams report:

  • Retrieval in seconds
  • Fewer missing documents
  • Improved supervision and review cycles
  • Greater accuracy across all records
  • Easier onboarding follow-up
  • Reduced paper handling and email attachments

4. Cut onboarding time through HRIS, ATS, and e-signature integration

A modern HR document management system integrates with ATS platforms, HRIS systems, payroll, and e-signature tools. Documents flow automatically from one system to another, eliminating repetitive data entry.

Examples of outcomes HR teams experience:

  • Onboarding packets return completed and auto-tagged
  • New hires complete all forms electronically
  • HR stops entering the same personal data multiple times
  • Forms move directly from ATS to HRIS without manual touch
  • Day-one readiness improves dramatically

When documents return already organized, HR spends less time chasing missing signatures and more time supporting employees.

5. Compliance and I-9 automation without the stress

Compliance is one of HR’s most critical responsibilities. A modern HR document management system must support federal, state, and industry regulations with built-in safeguards.

Automated I-9 retention and purge rules

I-9s must be retained for three years after hire or one year after termination, whichever is later, according to USCIS guidance. Automated retention workflows reduce errors and ensure timely cleanup.

HIPAA and PHI protections for medical records

Medical information should be stored separately with strict access controls that align with HHS privacy and security rule expectations.

GDPR and CCPA support for access and deletion requests

Under Articles 15 and 17 of the GDPR, employees can request access to or erasure of their personal data. The California Consumer Privacy Act (CCPA) grants similar rights in the United States.

Security controls that matter

A compliant HR document system supports:

  • encryption in transit and at rest
  • multifactor authentication
  • single sign-on
  • role-based and document-level permissions
  • immutable audit trails
  • version control
  • automated credential expiration alerts

6. A simple plan to move to electronic employee files

Transitioning to digital files does not require disruption. Many organizations use a phased process:

Step 1. Review your current files

Identify required documents, spot duplicates, and mark what is missing.

Step 2. Digitize paper with batch scanning

Barcode cover sheets and automated indexing convert mixed folders into structured digital files.

Step 3. Define retention rules and permissions

Set rules by document type and assign role-based access to ensure consistency.

Step 4. Train the team using simple workflows

When uploading, tagging, and retrieving files is intuitive, adoption is quick.

Step 5. Monitor and refine

Reporting tools highlight missing documents, expiring credentials, and areas needing adjustment.
The transition becomes less about replacing a system and more about strengthening HR’s operations.

7. Why this HR document management software stands out

A modern HR document management system delivers measurable benefits:

AI Document Intelligence (AIDI)

Helps classify documents, apply metadata, and route files automatically to reduce manual filing.

Hybrid capture across all sources

Paper, email attachments, digital uploads, scanner imports, and e-signature packets arrive in one structured place.

Deep system integrations

Bi-directional connections between ATS, HRIS, payroll, and e-signature providers keep data consistent without repetitive entry.

Real outcomes, not just features

  • Faster onboarding
  • Reduced manual workload
  • Fewer compliance findings
  • Better document accuracy
  • Faster responses during audits
  • Higher security for sensitive content

This approach gives HR a predictable, organized, and secure file structure that supports compliance and improves daily work.

8. See it in action

If you want to see how HR teams retrieve files in seconds, digitize years of paper, and move through audits with confidence, a short walkthrough is the best next step.

Schedule a 15-minute demo and see how modern HR document management transforms daily work.

HR Document Management System FAQs

Q: How do we digitize legacy HR files without losing structure?

A: Use batch scanning with barcode cover sheets. This allows large stacks of mixed documents to be scanned at once. Automated indexing assigns each document to the correct employee, folder, and document type so you retain context and improve consistency.

Q: How does the system handle I-9 retention and purge rules?

A: I-9 forms must be retained for three years after hire or one year after termination, whichever is later, based on USCIS guidance. Automated timers apply these rules for every employee and trigger secure purge workflows at the correct time.

Q: Can we store medical and PHI documents securely?

A: Yes. Medical and PHI documents can be stored in segmented sections with strict role-based permissions. Access controls align with HIPAA Privacy and Security Rule expectations, and every action is captured in immutable audit logs.

Q: What HR systems can this integrate with?

A: Modern HR document systems integrate with ATS, HRIS, payroll, and e-signature platforms. Documents flow automatically between systems, so onboarding packets return completed, tagged, and ready to review. This eliminates duplicate data entry and improves accuracy.

Q: How does the system support audits?

A: Centralized storage, required document rules, automated retention, version control, and audit trails help HR prepare without last-minute searching. You can retrieve required files instantly and demonstrate complete visibility into document history.

Q: What if our team is spread across multiple locations?

A: A cloud system gives authorized users secure access from anywhere. Organizations with distributed teams have reported major improvements. For example, MorningStar Senior Living and NANA North both improved document access and compliance across multiple sites and remote locations.

Your SIS manages the data. DynaFile manages the documents.

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Education document management for student records, FERPA compliance, and SIS integration, trusted by K12, higher education, trade schools, and teaching hospitals.

Education document management

Student Information Systems excel at structured information. Think names, grades, schedules, attendance, and transcripts. That is their role, and they do it well. EDUCAUSE defines an SIS as a system that manages student data, including registration, grades, transcripts, and test results.

However, a complete student record also includes unstructured files. Admissions packets, transcripts from prior schools, financial aid forms, health records, 504 plans, and IEPs. These documents require secure access, clear history, and policy-based retention. Under the Family Educational Rights and Privacy Act, schools are required to protect education records and control access, with guidance and resources provided by the U.S. Department of Education’s Student Privacy Office.

DynaFile fills that gap with a document intelligence layer. Keep your SIS as the system of record for student data. Make DynaFile the system of record for student documents. Together, you receive a complete, accurate, accessible, and audit-ready student record.

What DynaFile adds that SIS does not

In-browser page editing and metadata updates
Fix packets without rescanning. Split, merge, reorder, and tag pages directly in the browser so teams move quickly.

Student-centric indexing and search
Find anything in seconds. Search by student, program, campus, term, and document type. Configure indexing to match your campus’s workflow.

Granular document-level permissions
Limit access by person, office, document type, or campus. Protect sensitive sets such as disability, health, and financial aid. Maintain a clear history of who viewed each file and when.

Automated capture and filing
Standardize intake from scanners, email, and e-signature. Route each file to the correct student with the right metadata and reduce manual work.

Retention and audit visibility
Apply policy-based retention with defensible purge. See real-time audit trails and file completeness. Produce clean reports for every review. This supports privacy expectations under FERPA and strengthens your ability to demonstrate control.

Built for education and built to scale
Manage millions of files across departments and locations. Use storage-based pricing that grows with enrollment.

Student Records Feature Snapshot

FeatureSISDynaFile


In-Browser Document Structuring: Split, Merge,
Reorder Pages & Update Metadata of Student Files
❌		✅

Automated Metadata Tagging & Indexing + Data
Synchronization from SIS or System of Record		❌✅


Cross-Reference Search by Student, Program,
Campus, and Document Type		❌✅


Customizable Indexing & Reporting for
Education Workflows		❌✅


Barcode Scanning for Cloud-Based Student
Records Filing		❌✅


Automated Retention Policy Enforcement
for Student Documents		❌✅


Real-Time Audit Trails & Compliance Reporting
for Student Records		❌✅


Flexible Document Storage & Pricing Model		❌✅

Download the full Student Records Feature Matrix to see category-by-category details and notes.

How this plays out across campus

Admissions and enrollment
Capture signed forms, route files automatically, and confirm packet completeness in seconds. Staff adjust the page order in the browser and proceed to the next student.

Financial aid and student accounts
Apply document-level permissions that match policy. Respond to audit requests with reports rather than ad hoc searches.

Disability and health services
Segment sensitive records with precision. Share only what is required. Keep everything else protected and traceable.

Registrar and student services
Standardize intake from email, scanners, and e-signature. Index consistently across departments. Reduce search time and improve service time.

Why this matters for compliance and risk

FERPA covers education records and sets clear expectations for privacy and authorized disclosure. A purpose-built document system helps you prove protection with policy-based retention, document-level permissions, and auditable history. The Student Privacy site from the U.S. Department of Education provides guidance used by schools across K12 and higher education.

How DynaFile fits into your tech stack

DynaFile adds the missing document intelligence layer. It works alongside your systems to capture, classify, secure, and govern every student file. The result is a complete, accurate, accessible, and audit-ready record.

With an SIS in place

Keep your SIS for student data. Add DynaFile for student documents.

  • Documents file themselves with smart intake and consistent metadata.
  • Files stay secure with granular, document-level permissions.
  • Everything is surfaced in one search, with clear audit trails and retention.

Without an SIS or using legacy systems

Centralize documents now and connect later.

  • Standardize intake from scanners, email, and e-signature.
  • Apply consistent indexing, permissions, and retention across departments.
  • Integrate with a future SIS when you are ready, without re-filing projects.

Bottom line
Your SIS manages the data. DynaFile manages the documents. Together, they create a comprehensive student record that streamlines service, mitigates risk, and simplifies audits.

Why schools pair SIS and document management

Independent references describe SIS as the administrative backbone for student data and operations. The Department of Education’s Student Privacy resources outline how schools must protect education records and personally identifiable information. These two truths support a simple model. Keep data in the SIS. Govern documents with a dedicated platform that enforces access controls, retention, and audit visibility.

Ready to see it in action?

Schedule a demo today to see how DynaFile enhances your student records systems and empowers your teams to move faster, stay compliant, and serve students better.

Student Records and Document Management FAQ

Q: What is the difference between an SIS and DynaFile?

Your SIS manages student data like names, grades, schedules, and attendance. DynaFile manages the documents that support the data. Think admissions packets, transcripts, financial aid files, health records, 504 plans, and IEPs. Together, they create a complete, accurate, accessible, and audit-ready student record.

Q: How does DynaFile work with our current systems?

A: DynaFile fits neatly into your tech stack. It connects with your SIS, LMS, and e-signature tools to capture and file documents with the right metadata. Teams maintain familiar workflows while documents are filed, stay secure, and surface in a single search.

Q: Can DynaFile help with FERPA compliance?

A: Yes. DynaFile supports FERPA-aligned practices with document-level permissions, real-time audit trails, policy-based retention, and secure sharing. You can show who accessed a file, when they accessed it, and why.

Q: What if we do not have a modern SIS?

A: No problem. Centralize student documents now. Standardize intake from scanners, email, and e-signature. Apply consistent indexing, permissions, and retention across departments. When you add an SIS later, connect without re-filing projects.

Q: How does DynaFile improve audits?

A: DynaFile provides real-time audit trails, file completeness reporting, and retention enforcement. Staff can respond to requests in minutes with accurate, defensible records, rather than relying on manual searches.

Q: Can we control access at a very granular level?

A: Yes. Set role and rules-based permissions by student, document type, department, program, or campus. Sensitive sets, such as financial aid, disability, and health records, remain restricted to the intended individuals.

Q: How are documents captured and filed?

A: Use barcode cover sheets and batch scanning, email intake, or e-signature feed to route documents to the correct student with the right indexing fields. Staff can also fix pages in the browser by splitting, merging, and reordering without rescanning.

Q: Will DynaFile scale to our size?

A: Yes. DynaFile manages millions of documents across large student populations and multiple campuses. Storage-based pricing aligns costs with growth.

Q: What about security and privacy?

A: DynaFile uses enterprise-grade security controls, encryption in transit and at rest, role-based access, and detailed audit logs. You can enforce least privilege and prove control with clear reports.

Q: How fast can we get value?

A: Most teams begin with a high-impact workflow, such as processing admissions packets or auditing financial aid. You will see faster response times, cleaner audits, and fewer manual steps as soon as documents begin to file themselves.

Open Enrollment Without the Overwhelm: How HR Teams Use Document Management and HRIS Integration to Improve Accuracy and Compliance

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From form overload to confident choices with DynaFile

open enrollment HR document management and HRIS integration

Open enrollment can feel like a season of its own. Benefits deadlines are bearing down. Questions are piling up. Employees need clear guidance to make informed choices. If you are already in the thick of it, you are not alone. Many organizations have finalized plans, locked dates, and are now preparing for a busy window where accuracy and communication matter more than ever.

At the same time, the landscape is shifting. Employers continue to face rising health plan costs and complex work arrangements across remote, hybrid, and on-site teams. Aon projected that average employer health care costs would increase about 9% in 2025. The International Foundation of Employee Benefit Plans reported a median increase of eight percent. Nearly seven in ten benefits-eligible employees spend 30 minutes or less reviewing their options during open enrollment, which puts pressure on HR to simplify choices and centralize documents.

These trends make it more important than ever to manage open enrollment with a clear benefits enrollment checklist, accurate data, and strong HRIS integration. Combining a well-structured communication plan with automated document management for HR and built-in audit trails can help HR teams stay compliant and reduce errors when every decision counts.

What employees need during open enrollment

Employees want to understand their options, compare tradeoffs, and enroll on time. SHRM’s open enrollment guidance emphasizes the fundamentals: clear communication, consistent reminders, and user-friendly materials that explain changes and next steps. A simple plan that covers pre-enrollment preparation, communication during enrollment, and post-enrollment follow-up sets everyone up for success.

If you are already mid-cycle, focus on what you can control today. Tighten your content. Centralize your documents. Make it simple for employees to find the right forms and complete them correctly the first time.

The hidden burden: form overload and manual handoffs

During open enrollment, HR teams juggle plan summaries, rate sheets, enrollment forms, evidence of insurability, dependent verification, notices, and payroll updates. When these documents live across shared drives, email threads, carrier portals, and paper packets, accuracy suffers. Small mistakes snowball into costly corrections for employees and the business.

A secure document management system reduces friction in three important ways:

  1. Single source of truth
    Store plan summaries, enrollment guides, and required notices in one place with version control and easy search. Employees and managers access the same current files every time.
  2. Fewer manual touchpoints
    Collect forms electronically, automatically route them, and attach them to the correct employee record. This prevents lost paperwork and shortens the time from submission to approval.
  3. Audit-ready records
    Retention rules and audit trails help you demonstrate who uploaded what, when it changed, and whether required documents were delivered on time.

Why HRIS integration matters right now

Even the best guide falls short if data does not flow where it needs to go. Effective open enrollment depends on accurate, timely information moving between systems. When your document management platform integrates with your HRIS and payroll, you can:

  • Pre-populate forms to reduce errors.
  • Sync elections to payroll quickly and accurately.
  • Push confirmations and reminders automatically.
  • Track who is complete and who needs help in real time.

This is where DynaFile fits naturally. DynaFile connects secure document workflows with the systems you already use, so HR can manage high volumes without losing accuracy.

A Practical Open Enrollment Framework and Benefits Enrollment Checklist You Can Use Today

If you are already mid-cycle, use this benefits enrollment checklist to stay organized and accurate. These simple steps can help you finish strong while keeping compliance and communication on track. If you are already underway, think of this as a lean checklist you can adapt immediately.

Pre-enrollment essentials

  • Review last year’s questions and error patterns to update FAQs.
  • Finalize dates and channels for communications.
  • Post accurate plan summaries and required notices in a central hub.
  • Train managers and HR support on what has changed and where to find answers.

During enrollment

  • Centralize all forms and guides in one location using short, plain-language links.
  • Send regular reminders with clear actions and deadlines.
  • Offer both virtual and in-person support options so employees can get help in the way that works for them.
  • Track progress daily and nudge employees who still need to complete key steps.

Post-enrollment

  • Confirm that carrier files, payroll deductions, and confirmations are accurate.
  • Close the loop with employees by sharing what to expect next.
  • Capture lessons learned so next year’s window runs even smoother.

SHRM’s how-to guidance reinforces this arc and offers practical communication tips you can tailor to your workforce.

Common Questions About Open Enrollment

Q: Why are costs changing again?

A: Costs have been trending higher. Aon projected a 9% increase for 2025, while IFEBP found a median increase of 8%. Explaining the drivers and available options helps employees make confident choices.

Q: How do HSAs and FSAs work?

A: Enrollment is the right time to explain eligibility and what these accounts can pay for. The IRS announces HSA and HDHP limits annually. Point employees to a simple summary and remind them to review current-year limits before deciding how much to contribute.

Q: Where do I find the right forms?

A: Give employees one link. Use descriptive filenames. Keep everything up to date and in one place.

Where DynaFile helps during open enrollment

Organize every document
Centralize plan summaries, SBCs, notices, enrollment guides, and forms. Use folders and tags that match your HRIS structure so files are easy to find.

Automate intake and routing
Create simple intake workflows for approvals, dependent verification, and evidence of insurability. Route documents automatically to the right record.

Protect sensitive information
Use granular access controls to restrict visibility by role, team, and location. This protects PHI and other sensitive data while keeping HR productive.

Show your work with audit trails
Every action is logged. You can confirm who uploaded a file, who viewed it, and when it changed. That level of traceability reduces risk and speeds up audits.

Connect to your HR stack
Integrations with HRIS and payroll reduce duplicate work and errors. Elections move faster. Deductions align sooner. Employees get ID cards and confirmations without delays.

Communication that meets people where they are

SHRM encourages a mix of modern and traditional outreach, as workforces span remote, hybrid, and onsite settings. Use an intranet hub, emails, virtual town halls, and quick videos. Pair that with printed mailers for the home and one-on-one support for complex cases. A thoughtful mix helps you reach employees and their families, who may help with decisions.

If you have multiple sites or a distributed team, consider a virtual benefits fair so vendors can answer questions directly. SHRM highlights the value of virtual events for consistent experiences across locations.

Accuracy and compliance, without the scramble

Open enrollment touches compliance at every step. Plan documents must be current. Notices must reach employees on time. Files must be stored correctly and retained in accordance with policy. SHRM’s resources on open enrollment offer practical reminders that help HR stay aligned with both legal requirements and employee experience goals. DynaFile supports secure storage, lifecycle rules, and complete audit trails, making compliance checks faster and less stressful.

You do not need a bigger window. You need a smoother one.

Open enrollment will always be busy. It does not need to be overwhelming. With a central hub for documents, integrated workflows, and clear communication, HR can help employees make confident decisions while protecting accuracy and compliance.

DynaFile helps HR teams reduce form overload, improve data quality, and move faster with less risk.

Schedule a demo to see how DynaFile connects document management with your HRIS and payroll, so you can finish this season strong and be ready for next year.

Seasonal Hiring Made Simple: How HR Teams Can Streamline Onboarding and Offboarding with Confidence

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Mastering Seasonal Employment and How to Overcome Challenges with Automated HR Workflows

seasonal hiring onboarding and offboarding

Each year, as holidays approach or peak travel and retail seasons ramp up, organizations move quickly to bring on seasonal employees. From retailers gearing up for Black Friday to resorts staffing up for summer, HR teams face the same challenge: hire and onboard fast, keep records accurate and complete, and offboard cleanly when the season ends.

A seasonal employee is a temporary worker hired during peak business periods for a limited duration. These roles are common in retail, tourism, hospitality, logistics, and agriculture, and they may recur at the same time each year. While employment is temporary, core compliance obligations still apply. Employers must comply with wage and hour laws, maintain accurate records, and verify work authorization for every hire.

This places real pressure on HR operations, especially when headcount spikes across multiple locations. The most reliable way to handle the rush is to build an agile, automated HR document workflow that supports fast onboarding and consistent offboarding while reducing risk.

The Real Challenges of Seasonal Hiring

Tight timelines and high turnover
Seasonal staffing moves quickly. In retail, hospitality, education, healthcare, and delivery services, HR may need to process large hiring classes in days, not weeks. Missing forms or manual bottlenecks slow everything down when the business most needs coverage.

Compliance complexity
Temporary status does not lessen compliance requirements. Every new hire must complete Form I-9 to verify employment eligibility, with employers responsible for ensuring accurate and timely completion, secure storage, and retention of these forms in accordance with federal regulations. Any errors or incomplete records can lead to fines or penalties during an audit or inspection.

Document overload
Paper packets are hard to track at scale. Signatures go missing, versions get mixed up, and retrieval during an audit becomes stressful. A digital-by-default approach improves accuracy and makes it easier to find what you need.

Disconnected systems
Recruiting, HRIS, payroll, and benefits often live in separate platforms. Without integrations, HR spends precious time rekeying data and chasing status updates.

Why Efficient Onboarding and Clean Offboarding Matter

A structured onboarding process helps short-term workers ramp faster and deliver a better customer or patient experience. SHRM’s onboarding resources emphasize clear roles, checklists, and coordinated handoffs so new hires understand the job and the culture from day one.

Offboarding is just as important. At season’s end, organizations must revoke access promptly, archive required records, and follow retention rules, all while protecting personal data. A consistent, automated checklist reduces security exposure and keeps your file room audit-ready.

Build a Smarter Seasonal Employment Playbook

Digitize onboarding from the start.
Collect offer letters, tax forms, policies, and acknowledgments online. Use templates and role-based checklists so every location follows the same steps. Digital packets reduce errors and make audits straightforward.

Automate I-9 management
Form I-9 is required for every new hire. Set up automated reminders for completion deadlines, track form status, and store documents within a compliant electronic system that meets government requirements for completion, storage, and retention. Integrating with your HRIS or E-Verify system streamlines these compliance steps and helps mitigate risks of errors or missing documentation

Use the 4Cs of onboarding.
Great seasonal onboarding covers Compliance, Clarification, Culture, and Connection. Seasonal workers need the same clarity on expectations, the same feel for team norms, and a quick path to productivity. SHRM’s onboarding guides outline practical steps for role definition, manager responsibilities, and scalable checklists.

Standardize offboarding
Create a simple workflow that triggers equipment return, access removal, final documentation, and record archiving. When the season ends, HR should be able to close files confidently and demonstrate compliance.

Industries That Benefit Most from Automated Seasonal Workflows

Retail and e-commerce
Retailers and online merchants surge during the holidays and back-to-school season. Employers like large chains and shipping carriers, including the U.S. Postal Service, depend on seasonal associates for stocking, sorting, and customer support. Coordinated digital onboarding helps teams keep pace when volume spikes.

Hospitality, tourism, and restaurants
Hotels, resorts, restaurants, and venues flex up for travel peaks and event seasons. When a city hosts the Super Bowl, the World Series, a music festival, or a run of major concerts, visitor inflows demand rapid hiring across roles. Smooth digital workflows help HR stay organized while maintaining compliance during the rush.

Healthcare and senior living
Hospitals and long-term care providers add temporary clinical and administrative staff for flu season surges and holiday coverage. These teams need tight I-9 controls, credential documentation, and secure access to protected information, all with minimal manual handling.

Education and academia
Schools, universities, and trade programs employ seasonal and short-term staff for enrollment windows, summer programs, and temporary academic roles. Centralized digital records and role-based permissions simplify compliance across departments.

Manufacturing, logistics, and delivery services
Production schedules and shipping deadlines intensify around holidays. Manufacturers, distributors, and delivery providers add seasonal workers to meet e-commerce demand. Standardized digital packets, integrated with HRIS and payroll, keep operations moving.

Agriculture and food production
Agricultural employers depend on seasonal workers for planting, harvesting, and food processing. These operations often face unique compliance challenges that require careful recordkeeping. HR teams must maintain accurate I-9 forms, manage H-2A visa documentation, and track housing or transportation records for temporary workers. Using a secure digital document management system helps streamline these processes, improve accuracy, and protect sensitive employee information.

Across all these sectors, automated document workflows reduce administrative stress and help HR focus on people, not paper.

Where DynaFile Fits: Secure, Compliant, and Built for Scale

Automated onboarding and offboarding
Route packets, collect e-signatures, and move documents from candidate to employee file with minimal manual touch. Use simple checklists that guide managers and new hires step by step.

Granular access controls
Protect sensitive information by granting the right level of access based on role, department, location, or union group. This reduces exposure while enabling collaboration.

Comprehensive audit trails
Every action on a file is tracked. HR leaders can demonstrate who saw what, who changed what, and when, which supports audits and internal investigations.

Retention and lifecycle management
Apply retention schedules so records are archived or purged on time. This supports compliance obligations and reduces data risk over time.

Seamless integrations
Connect document workflows to recruiting, HRIS, payroll, and benefits systems. When platforms share data, HR spends less time rekeying and more time enabling the business.

With DynaFile, a university bookstore hiring 25 student associates and a national retailer staffing 2,500 holiday roles can both run a clean, consistent process from day one through offboarding.

Compliance Corner: I-9 Essentials for Seasonal Hiring

Form I-9 verifies identity and work authorization for every new hire in the United States. Employers must accurately complete and retain the form for each employee, ensure updates and reverification when applicable, and present records promptly when requested by authorities. Employers should consult I-9 Central and the Handbook for Employers M-274 from USCIS for the latest official compliance standards and instructions.

Eligibility for unemployment benefits among seasonal and part-time workers varies by state and depends on factors such as earnings and separation reasons. HR leaders should understand state-specific rules, since they can affect unemployment tax costs and claims management.

The Future of Seasonal Staffing Is Digital

Seasonal employment will always ebb and flow, yet the need for speed, accuracy, and security remains constant. Digital onboarding, automated I-9 management, and integrated document workflows give HR leaders a reliable system that scales up during busy seasons and scales down when the rush ends. SHRM’s onboarding guidance underscores the value of clarity, coordination, and measurement, all of which become easier with modern document management.

DynaFile helps teams hire faster, stay compliant, and keep data secure year-round.

Seasonal Employment FAQ’s

Q: What is seasonal employment?

A: Seasonal employment refers to temporary jobs created to meet business needs during peak periods such as holidays, harvest seasons, or major events.

Q: Why is onboarding seasonal employees challenging?

A: HR teams face tight timelines, high turnover, and complex compliance requirements. Automated document management systems simplify onboarding and maintain compliance.

Q: How can HR automate I-9 management for seasonal workers?

A: Using integrated HR software, employers can track form completion, set alerts for reverification, and securely store I-9s in compliance with federal guidelines.

Q: How does DynaFile support seasonal hiring?

A: DynaFile helps HR teams automate onboarding and offboarding, manage employee files securely, control access, and maintain complete audit trails across every location.

Ready to Simplify Seasonal Hiring?

Whether you are preparing for the holidays, back-to-school, or a major event week in your city, DynaFile gives HR a smoother way to manage onboarding and offboarding at scale. Schedule a demo and see how secure cloud storage, automated compliance features, and integrations can keep your busy season organized.