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Human Resource Management: HR Manages Employee Files with Hybrid Filing System

October 15, 2014 by Andrew Roberts

HRIS and HRMS can be very beneficial but don’t always provide a practical way to manage employee files. Consider including a hybrid filing system in your HRM strategy.


HR Manages Employee Files with Hybrid Filing System

Human Resource departments have a lot going on. There is a ton of data that needs to be tracked and aggregated. Most companies will utilize a variety of systems to help them do this. Human Resources Information Systems (HRIS) and Human Resources Management Systems (HRMS) are popular choices. Unfortunately, many do not include a practical solution for employee file management.


The Problem With Paper

Although most companies already utilize some sort of HRIS or HRMS, many still rely on a traditional paper-based filing system to manage their employee files. However, as anyone who has worked in HR can tell you, dealing with paper files can be frustrating. To maintain compliance, each employee typically has 3 – 5 separate files. This causes information to be duplicated across the organization, making finding what you’re looking for a complete nightmare. Distributing documentation becomes a serious chore, and information security becomes nonexistent. Working with paper is inherently tricky, but you can only go paperless to a certain extent. Employees will inevitably deliver applications, onboarding forms, PTO requests, and the like to your office in paper format, no matter how hard you try to avoid it.


A Hybrid Filing Solution

Human Resource departments have been increasingly looking towards hybrid filing systems to help them manage their employee files easier. A hybrid filing system combines a couple of key components:

  1. Document Management System
    • Stores employee files in electronic format
    • Instant document retrieval for authorized staff
    • Allows for safe distribution of information
    • 24×7 secure access from anywhere
    • Ability to control access to specific sections of employee files for groups of staff
  2. Scanning Automation Tools
    • Automates conversion of paper files to digital
    • It makes it easy to get misc. paper documents into the system on an ongoing basis
  3. Online Forms & e-signatures
    • Allows for paperless onboarding
    • Replaces any pen and paper process where forms need to be filled out and signed

With a hybrid filing system, you no longer waste time rummaging through filing cabinets. Sign in to your digital filing cabinet and do a quick search to bring back exactly what you’re looking for in seconds.


Benefits of a Hybrid Filing System

The benefits of a hybrid system are huge! Your department will realize the value instantly with hours saved and costs reduced. Here are just a few of the ways a hybrid filing system can benefit your organization:

  • Significantly reduce the time it takes to file/retrieve documents from employee folders
  • Consolidate employee information into one folder per employee
  • Control access to specific sections of employee files for different groups of staff
  • Run internal audits and exception reports on the fly to ensure employee documentation is up to date
  • Provide external auditors limited access to individual employee files or specific sections of employee folders
  • Share information safely and much more efficiently between different offices
  • Use paperless onboarding to get new hires “papered up” without a single sheet (use the same process for PTO requests, pay grade increases, benefits enrollment, and more)
  • Free up valuable office space by eliminating the need for bulky filing cabinets
  • Save on costs associated with paper, folders, filing cabinets, printers, copiers, postage, etc

The list goes on and on. Going paperless in your Human Resources department makes a lot of sense, but be sure you have a quick and straightforward solution to get your paper files into electronic format in the first place. And, on an ongoing basis, a practical way to deal with the miscellaneous paper coming in. A hybrid filing system makes this easy and lets you replace pen and paper forms with a completely digital process so you stop generating paper in the first place.

Our hybrid filing solution has been helping HR go paperless and manage employee files more efficiently for over 15 years. Scanning automation tools help you quickly convert your current paper files to electronic format and then securely manage your employee documentation from the cloud. Integrated online forms and e-signatures allow for a simple and effective employee onboarding process that is entirely digital.

Schedule a demo today and learn how to upgrade your filing system with DynaFile.

Filed Under: Cloud Storage, Digital Transformation, Electronic Filing, Paperless Onboarding, Record Compliance, Scanning Automation

3 Ways to Automatically File Documents: Automatic Filing for the Paperless Office

May 9, 2013 by Andrew Roberts

A scan-to-cloud system can reduce the hassle and cost of managing paper documents with automatic filing.


Boost your office efficiency with DynaFile's scan-to-cloud solution. Discover 3 dynamic ways - Barcode Recognition, Text Recognition, and Email Attachment - to automatically file documents. Say goodbye to tedious paperwork and welcome streamlined, cost-effective operations. Dive into the future of filing with DynaFile!

Let’s face it, pushing paper is not most people’s idea of a good time. Dealing with paper forms and documents is messy and time consuming. While technology has already helped advance your business in other areas, traditional filing methods can often be the one of the last things to get replaced. This is a huge concern when you think about how much time is spent retrieving a file, locating the document you’re looking for, re-organizing the file folder and then re-filing it in the correct location – not to mention the supply and storage costs of paper.

Manila folders stored in giant filing cabinets leave a lot to be desired when it comes to speedy document storage and retrieval. With a scan-to-cloud filing system, you can actually file documents automatically and then retrieve them instantly by their properties. Take a look at 3 ways your business can use a scan-to-cloud system like DynaFile to auto-file documents:

Barcode Recognition
Barcode recognition is a fast and easy way to image, index and store an entire paper file folder electronically. Barcode cover sheets are used to organize files into their appropriate sections before they are scanned. The barcode on each cover sheet indicates which kinds of documents follow it in the file. Once the cover sheets are inserted into the file, the entire stack can be scanned at once and the documents within are filed in the correct digital location

Text Recognition
Text recognition is a great way to handle standardized forms and other common documents. Optical character recognition (OCR) is used to recognize text on the page and convert it to machine-encoded information as it is scanned. Zonal OCR can further be used to select specific regions of the page. The text found in these regions can be used as document properties to auto file your documents for you.

Email Attachment
Some cloud solutions even allow you to email documents directly into the system. This method is generally used as an internal workflow or as an integrated paperless delivery system between two companies. The filing system will parse the email for key identifiers which are used as document properties. The email attachment (or the entire email itself) can then be auto-filed in the system according to these properties.

Going paperless does not have to be a paper struggle. With automatic filing, your business can effectively manage both paper and electronic documents without the need for large, costly physical storage. Contact us today to learn more about how your business can auto file documents using DynaFile’s scan-to-cloud solution.

Filed Under: Cloud Storage, Electronic Filing, Scanning Automation

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