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Cloud Storage

Recession-Proof Your Organization with Document Management Automation

August 16, 2022 by Andrew Roberts

How HR Tech & Employee Record Filing Automation Can Help Your Business Survive the Economic Downturn.


Recession-Proof Your Organization with Document Management Automation

As we face the current economic downturn, with inflation running at its highest level in more than 40 years and the strong possibility of an upcoming recession, many organizations are turning to investments in digital transformation to brace for uncertain times. 

Leveraging industry-leading HR technology to automate many of our day-to-day tasks can help enterprises address these workforce challenges and allows employees to use their time and skillset more effectively.

Here is a look at how workflow automation tools such as a cloud-based electronic employee filing system can streamline processes and help ease the burden of increased operational costs.

Free Up Time to Focus on Core Business Goals
Filing cabinets quickly become disorganized, and papers can easily be misfiled or lost. Modernizing the time-consuming and labor-intensive admin processes such as employee record filing will save money and give your HR team time to drive goals forward and focus on employee experience and retention. To make filing and retrieving your documents as quick and easy as possible, DynaFile indexes them with metadata and automatically files them to the cloud. Documents are always stored in the right place so your team can instantly access what they need from anywhere. 

Go Paperless & Save Money on Costly Office Space
Let’s face it; commercial property is not cheap, so paying for extra office space to store paper files doesn’t make good business sense. You can take an entire department paperless through scanning automation tools and ditch the filing cabinets and employee records rooms. DynaFile’s scan-to-cloud document management system has powerful scanning automation tools. Barcode recognition automatically organizes and files your documents to an employee’s folder as they are scanned. On top of that, batch processing can handle the stacks of unrelated papers, so you can import them to DynaFile and utilize on-screen processing to break apart and index them directly from your web browser. If you are already paperless, electronic documents can be brought into the system via drag-and-drop drive, saved to DynaFile directly out of the application you’re working on, or “virtually printed” into an employee’s digital folder.

Powerful Integrations Make for Seamless Automated Onboarding
Employers are battling a constant demand for labor and record high quit rates due to the Great Resignation phenomenon. According to the Labor Department, employers added 528,000 jobs in July. With such a competitive job market, onboarding automation tools can help HR be better prepared to fill open positions. Robust integrations sync with your HRIS and streamline personnel record management across the entire employee lifecycle to save time and improve compliance. New hires can review, fill out and legally sign all their onboarding documents online through DocuSign, iCIMS, signNow, JotForm, PandaDoc, and Adobe Sign before their first day. Once completed, all onboarding paperwork is filed automatically in the new employee’s folder. After they are onboarded, your team can easily add documents to staff folders in formats you use every day: paper, emails, electronic files, ATS, HRIS, and more. 

Address Security Issues that come with a Remote Workforce
Allowing private data to get into the wrong hands can set your company up for a data breach and severe adverse consequences. As businesses navigate the new working environment in post-pandemic times, they should closely look at the systems and policies in place regarding handling sensitive employee records. Maintaining compliance & employee records security while working offsite is vital to your staff’s privacy. Utilizing a cloud document management system provides secure, instant access to your staff files regardless of where your admin or HR team is located. When the time comes for a compliance audit, or you want to collaborate with other members of your team, encrypted document links and segmented access rules give access to only the staff folders and types of documents they should be authorized to view.

Automate Admin Tasks & Boost Your Productivity with DynaFile
Investing in the Digital Transformation of your HR employee filing will streamline workflows, cut costs, and increase your team’s productivity. Implementing DynaFile will not only future-proof your document management solution but will also give you quick-to-implement, cost-efficient, and effective automation to weather the economic uncertainties ahead. 

Learn why successful HR leaders have trusted DynaFile as their employee file management solution for over 20 years. Contact our team today for more information about paperless HR employee file management!

Filed Under: Cloud Storage, Digital Transformation, Paperless Onboarding

Post-Pandemic Data Breach Lesson 101

June 9, 2022 by Andrew Roberts

Maintaining Compliance & Employee Records Security While Working Remotely.


In a post-pandemic world, data breaches are a growing concern. Discover how DynaFile's electronic filing system ensures HR compliance and record security, even when working remotely. From encrypted sharing to automated onboarding and controlled access, safeguard your sensitive data and adapt to the new work dynamics. Learn more about DynaFile's trusted solutions today!

Recent news of the Supreme Court of the United States Data Leak has only strengthened the argument that companies behind the times on security measures put themselves at risk of exposing proprietary information to the public. As businesses navigate the new working environment in post-pandemic times, they should closely look at the systems and policies in place regarding handling sensitive employee records.

Think about how many confidential employee files your HR department processes. Each employee on your staff can have hundreds of paper files with personal information ranging from their address, medical information, payroll data, CVs, and application forms, to tax information. Now think about how many of your employees work remotely or in a flexible-hybrid scenario. When working in the office, security issues are mitigated by physical control of employee records, firewalls on electronic devices, secured networks, document shredding, and locked filing cabinets. Although you may have secure digital workflows in place when your team is in the office, managing sensitive employee files when working offsite can often lead to unintentional mishandling of data. Next time you are working remotely, take a moment to look at your personal email or shuffle through the papers on your desk. Did you come across a printout of an employee’s job application, or did you forward a work email to your individual account so you could print it from your home printer? If so, you may have inadvertently set your company up for a data breach and severe adverse consequences.

5 Ways an Electronic Employee Filing System Can Keep Your Records Safe
Ensuring employee files are secure, organized, and accessible is critical to keeping HR running smoothly no matter where your employees work. Let’s explore some of the features and benefits of upgrading your current document management strategy to maintain compliance and keep your employee records private.

Share Files with Staff without Printing
Use encrypted document links to share documents with staff or auditors. Select the document(s) you would like to share, and you can copy and paste an encrypted link to those files in an email or elsewhere. A nice feature is the ability to include an expiration date for the access link so your team can limit the access window for the documents they are sending out. Encrypted links are also an excellent solution for getting requested records from a staff member’s folder out to them electronically or as an alternative to giving auditors limited access to specific files in the system.

Online File Storage
Electronic documents can be brought into the system via drag-and-drop drive, saved to DynaFile directly out of the application you’re working on, or “virtually printed” into an employee’s digital folder. Utilizing a cloud document management system provides secure, instant access to your staff files regardless of where your admin or HR team is located. A simple Index Search returns an employee’s electronic file with just a couple of clicks.

Remote Automated Electronic Onboarding
New hires can review, fill out and legally sign all their onboarding documents online before their first day. Once completed, all onboarding paperwork is automatically filed in the new employee’s folder. Forms filled out and signed through DocuSign, iCIMS, signNow, JotForm, PandaDoc, and Adobe Sign can also be automatically published in the employee’s folder once completed.

Worry-Free Compliance Toolkit
Another critical benefit is stress-free HR audit preparation. In a fly-by-the-seat-of-your-pants mentality, policies change at a moment’s notice and need to be sent to every employee quickly. Custom audit reports ensure your employee folders are updated with all required documents, so your team is always prepared for an audit. When the time comes to make your files available to the auditor, give them limited access to just the requested files so they no longer have to go into the office.

Controlled Access
Segmented access rules let you keep one comprehensive file per employee without sacrificing compliance. Assign your team members access to only the staff folders and types of documents that they should have the authorization to view. When they log in, records they don’t have access to will be completely hidden from them. For example, you can limit access to specific sections of employee files like Medical or Benefits that contain Protected Health Information (PHI). Access Rules can be controlled on a per-user basis or for an entire group of users. This makes giving Payroll staff limited access to just payroll documents, an effortless task. 

Redefine Employee File Management
The post-pandemic workforce has become used to remote work, and it has proven to be a success in many instances. It is vital to review your document management processes and ensure your employees know the guidelines that are in place to protect the team’s privacy. Policies need to be updated and training given to all employees in the best practices of handling sensitive information when working from home. Implementing an electronic employee file management system means your team will spend less time filing and set up a winning environment for easier audits, smoother onboarding, and controllable access. 

Learn why successful HR leaders have trusted DynaFile as their employee file management solution for over 20 years. Contact our team today for more information about paperless HR employee file management!

Filed Under: Cloud Storage, Paperless Onboarding, Record Compliance

HR Remote Work File Management Strategies

April 28, 2020 by Andrew Roberts

HR Tools for a Successful Work-from-Home Strategy


Optimize your HR remote work strategy with seamless file management tools. Ensure secure access, improve compliance, and maintain efficiency with cloud solutions. Trusted by top organizations, DynaFile is tailored for HR's unique needs. Discover the future of remote HR work. Contact us now!

Working from home when people are your work:  How to update workplace processes for HR professionals. 

Although certainly in the spotlight since the rise of COVID-19, the need for a successful work-from-home strategy has been on the horizon for years – both out of logistical necessity and employee preference.  When managed correctly, remote workers are more productive than their โ€œin officeโ€ counterparts while also reporting higher levels of job satisfaction.  It’s the ultimate win-win. 

As you think about your own model, donโ€™t forget to use the tools available to keep teams connected and productive when they are working remotely.  Cloud services, for example, can play a big role in a successful work-from-home strategy.  

As the office hub, HR teams are in a unique position when it comes to working from home.  They need access to sensitive employee information, but may not be able to get to their files remotely.  Thereโ€™s also the issue of compliance.  HR is responsible for keeping sensitive files secure and reducing risk wherever possible. 

Tools For Success

One of the first steps to successfully working from home is making sure you have the tools needed to do your work.  For most in the office, this might mean hardware like laptops or phones.  For the HR team, though, it includes a lot of confidential information โ€“ and paper employee files are not something youโ€™ll want to take home in boxes at the end of the day.

A successful work-from-home strategy ensures HR can get to shared digital versions of important documents.  By storing employee files in the cloud, you and your team can securely access documents from anywhere.  Instantly pull up files, produce copies upon request, and add to employee folders remotely.

Pro Tips

Transitioning to a more virtual workplace will be much less stressful if your current HR system and document cloud work together.  For example, your HRIS should feed data to your filing system.  That way, youโ€™re not manually updating status changes and you can always sort your files by the most up-to-date information. 

The right cloud filing system does more than just allow HR to access documents from home – it can improve compliance, too.  Track documents that are missing from employee folders and documents that will expire soon.  The ability to properly audit what files have been added, deleted, downloaded, or even just viewed is also an essential component to any document access point.

Next Steps

Does your work-from-home strategy cover all the bases?  Getting HR setup with a file cloud can be a quick process with the right solution.  Choosing a system designed for employee files is key to maintaining compliance and saving HR time in the long run. 

Organizations like Hyatt, Toll Brothers, and Nestle rely on DynaFile to keep sensitive employee documents secure yet accessible from anywhere.  With over 20 years in the business, DynaFile is quick to implement and easy to use.  Contact us today to see how it fits into your work-from-home strategy.

Filed Under: Cloud Storage, Electronic Filing

Remote Access to Employee Files for HR Teams During the Coronavirus (COVID-19) Pandemic

March 17, 2020 by Andrew Roberts

Is your HR team working remotely due to the Coronavirus disease (COVID-19)?  Make sure employee files are accessible while staff are working from outside of the office.


Enable seamless HR operations during COVID-19 with DynaFile. Ensure 24/7 remote access to critical employee files, maintain compliance, and utilize online forms for uninterrupted workflows. Discover more with a live demo today!

Due to the Coronavirus (COVID-19) pandemic affecting the world, the Center for Disease Control and Prevention (CDC) is urging people to practice “Social Distancing.”  

“Many public schools, libraries, universities, places of worship, and sporting and cultural institutions have shut down for at least the next few weeks. These measures are an attempt to enforce distance between people, a proven way to slow pandemics.  Experts have also been urging people to practice voluntary ‘social distancing.'” – The NY Times. 

This includes avoiding gatherings of more than 50 people and a strong recommendation to work from home.  Since the global health crisis is not expected to subside anytime soon, HR teams need to ensure they can still access critical documentation if they are not in the office.

Access Files 24/7

It’s essential that your HR team maintains access to important documents, even if they are out of the office.  A secure cloud provides a way for them to instantly get to the documents they need remotely.  New documents can also be added to employee folders from anywhere, at any time.

Maintain Compliance

File requests can come at anytime.  You might have an auditor, attorney, or manager that simply cannot wait to receive a copy of critical employee documentation.  It’s crucial to be sure folders are up-to-date and available for remote file requests.

Utilize Online Forms

Business does not grind to halt when individuals are out of the office.  When pen-and-paper processes become difficult to accomplish, online forms and e-signatures can keep the HR department running smoothly.  Allow staff to complete and e-sign forms no matter where they are located. 

Is Your Team Ready?

DynaFile is an HR file cloud that gives your team instant, remote access to the documents they need – no matter where they are located.  With over 20 years of helping organizations manage employee files more efficiently, DynaFile is a trusted name in HR and can be implemented extremely quickly.

Contact us today for more information or a live demo.

Filed Under: Cloud Storage, Electronic Filing

4 Advantages of a Good Cloud Storage System for Employee Files

March 3, 2020 by Andrew Roberts

Not all cloud storage software is the same.  Choosing a solution that is designed for the complexities of managing employee documentation is key for keeping the HR department running smoothly.  


Explore the advantages of a tailored cloud storage system for HR with DynaFile. Prioritize productivity, user transparency, document protection, and flexible configurations for efficient HR management. Unlock the benefits, get in touch for a demo today!

A good cloud storage solution for personnel files should have a huge positive impact on your HR department, but finding the right product can be tricky.  Below are the 4 โ€œmust havesโ€ that top our list of needs for great document storage software:

1: Increased Productivity

Good HR cloud storage software should make your work life run smoothly by giving you the tools you need to support not just the HR department, but the entire company.

Before investing in a new system, be sure to consider the ease of use.  With just a couple of clicks, you should be able to generate and send a report that lists employees missing a required document to the appropriate managers. You should be able to define retention rules that automatically move or delete outdated or irrelevant documents based on the parameters you set.

Your HR storage system should not require you to manually dig through employee file after employee file looking for a single document.  And, if you need to share that document, you should have the ability to do so from within the software itself (bonus points for built-in secure sharing options like an encrypted link to the document PDF).  A good system should make everyday tasks easier and save HR time long-term.

Finally, and most importantly, your cloud storage solution should include detailed, customized training and ongoing support for your HR team.  Nothing kills productivity faster than rolling out new tools without any proper support behind the launch.

2: User Transparency

The best HR file storage software allows detailed control over what any user (or group of users) can do or see inside the system.  And, for compliance, should automatically track both file access and actions performed in your system using a comprehensive audit trail.

The HR team is responsible for safeguarding employees’ private data, including protected health information (PHI) and personally identifiable information (PII).  This makes it extra important that your cloud storage system tracks โ€œdigital footprintsโ€ so you can see which documents any given user has viewed, downloaded, or shared.

A solid usage log also allows for more targeted training.  For example, if you notice an outdated version of your handbook is being uploaded to file system, you can work backwards to find the team member committing the error and correct the mistake directly.

3: Document Protection

Your new employee file cloud should prevent catastrophic loss by keeping documents safe from both physical destruction and accidental deletion.

A good HR document storage solution will include multiple levels of redundancy and a detailed disaster recovery plan for data center failure.  Look for cloud software that is SOC-2 Type-2 certified, HIPAA compliant.  

The vendor should should also be able to work with your IT team to meet your company’s compliance needs for things like password requirements and lockouts after attempted access.

In addition to protecting your team from malicious factors, itโ€™s also important that your software helps when honest mistakes are made.  D id someone accidentally delete the wrong document?  Your software should report on which documents have been deleted and by whom.  And, there should be tools to help you restore those documents if necessary.

4: Flexible Configuration

The most helpful HR file storage software can be configured to support your team now, but also has the flexibility to change as your business needs grow.

No two HR departments are built exactly the same so be sure your file storage software has multiple options for scanning and uploading documents directly to the cloud.  Even companies with the same number of team members might have drastically different needs when it comes to scanning, uploading, and access requirements. 

HR should have the ability to configure the file storage system based on the types of documents being added, the team structure, and other priorities – without having to contact IT.

Your HR Cloud File Storage Solution

Are you interested in upgrading your employee files this year?  Check out DynaFile, a best-in-class HR cloud file storage solution.  It is designed specifically with HR teams in mind so it is easy to go paperless, improve compliance, and manage employee files long-term.  Contact DynaFile today for more information and a live demo. 

Filed Under: Cloud Storage

Updates to Employee Record System Save HR Time

December 3, 2019 by Andrew Roberts

Are your records due for an update? Save the Human Resources team time with an employee record system in the cloud.


Upgrade your HR processes with modern employee record system updates. Streamline signatures, simplify audits, and reduce file requests for efficiency. With DynaFile, transform your HR file management strategy for 2020. Dive into 2 decades of expertise and transform in under 30 days. Contact us!

It’s a good time to think about updating your employee records for next year.  Here are a few things you may be missing in your 2020 HR file management strategy. 

Simplify Record Audits

Keeping employee records up-to-date and compliant can be extremely tedious.  Simplify your record audits with a system that can track required and expiring documentation in employee folders automatically. 

When an auditor requests files, there’s no need to waste time manually searching through individual folders.  Bring up just the files you need and get a copy out to an auditor remotely with just a couple of clicks.

Streamline Signatures

If forms are still being completed on paper, it’s a good idea to look at a scan-to-cloud filing system.  They give you a shortcut through the scanning process for your forms and historic records alike. 

Digital signatures are another option that can further streamline onboarding, policy acknowledgement, and other forms.  Staff complete their forms online and all documents are automatically added to their employee record once finished. 

Reduce File Requests

Transferring documents between teams can be slow and not secure.  A compliant system will allow you to lock down sensitive documents and control access to certain sections of employee records. 

Give your Payroll or Benefits specialists access to just the documents they need to see.  Or, give managers a limited view to just performance or disciplinary documents for their own staff. 

Your Plan For 2020

If you’re interested in an update for your employee records, contact us today.  DynaFile is designed to save HR time and provide an easier way to manage record compliance.  With 2 decades of experience, the DynaFile team can help you upgrade your employee records in under 30 days. 

Filed Under: Cloud Storage, Paperless Onboarding

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