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Digital Transformation

How to Digital HR Strategy Personnel Files Onboarding Retention

December 1, 2020 by Andrew Roberts

Optimize Your Digital HR Strategy from Outreach to Exit Interview


Boost your Digital HR Strategy with DynaFile. From outreach to offboarding, streamline employee lifecycle management in a remote work era. Get a DynaFile demo today!

Ensure your team has a solid digital HR strategy in place for the remote work environment.

The number of employees working from home has never been higher. With a solid remote HR strategy in place, working from home can be a real game changer for both employees and the organizations they support. When building an online HR strategy it’s important to consider the entire employee lifecycle and make sure each stage has a streamlined digital plan in place.

Outreach

The very first phase of the employee lifecycle begins with someone finding your open positions. Luckily most companies already understand the importance of a strong online presence to attract applicants. Websites like Craigslist paved the way for more sophisticated online talent acquisition strategies utilizing sites like Glassdoor, Indeed, and LinkedIn.

The other part of the equation is showcasing all of the amazing benefits working for your company provides. To ensure you become (and stay) the employer of choice, though, it’s critical to reenforce those positive impressions through channels like: a well-designed website, active social media presence, and other online communities.

Recruitment

The next step in the employment lifecycle ensures that you are not just reaching any potential applicant, but honing in on qualified candidates that are the best fit for the position. Clear job descriptions, reasonable interview processes, and a transparent hiring timeline will help ensure that in-demand talent isn’t lost during recruitment. This way you always have a steady stream of high-quality candidates to engage with.

Onboarding

First impressions matter and your onboarding processes is a reflection of what your new teammate can expect from your company. Getting organized and staying organized is essential to creating the kind of first impression that makes a new hire excited to join the team – instead of being worried about what they just got themselves into.

Onboarding digitally can get complicated. Lost emails and muddled instructions can leave both sides feeling frustrated. Even when clear communication is achieved, the process can be just as bulky as paper. Many times PDF’s are email, printed, completed on paper, scanned back in, and emailed back in a series of tedious and time consuming steps. Utilizing online onboarding tools like DocuSign and iCIMS help your team stay on track while setting your new hire up for success.

As documents make their way back to your team, a cloud solution is key to staying organized. Unless the plan is to print and create more paper, a robust electronic filing system is absolutely necessary to ensure sensitive documents are locked away – all while giving your team the exact access they need. The best digital document storage solutions tie everything together to save time and increase compliance long-term. Solutions like DynaFile, for example, work with other HR platforms to synchronize employee data, automatically file documents, and eliminate paper long-term. Make sure online onboarding is as flawless and welcoming as your in-person onboarding processes.

Development & Training

Sometimes viewed as a necessary evil online training and development is finally shifting from something your new hires have to “get through” to an engaging and truly informative online experience. New learning management systems (LMS) aim to make learning your companies protocols and policies as captivating as possible with interactive elements and gamification. These tools make training effortless so new hires stay on track and you stay on schedule. Completed trainings can be added to your existing online employee record to centralize document management in the cloud.

Performance

Making sure your employees are thriving is equal parts training and performance management. When business unit decision makers have easy access to view and add performance related documentation, they are better able to make sound employment decisions. When nothing is misplaced and quickly available, supervisors get the best understanding of an employee’s history and there’s no need for dozens of file requests going through HR. Of course, you will want to make sure your document management solution allows gives you control over exactly who can view what with role-based access controls and restrictions for sensitive files.

Offboarding

Often an employee’s exit is treated like an elephant in the room – awkward and ignored. Keeping some professional distance and not taking the exit personally provides a great opportunity to harvest valuable insight on your employees’ experience with your company. Repurposing some of your onboarding tools, like DocuSign, can simplify information gathering during offboarding, too. Why not streamline the process for HR and give your former employees a little time to gather their thoughts? That way, instead of a rushed exit interview, you are receiving much more critical insight from the employee perspective.

After offboarding, those documents should flow into your long-term cloud storage for record retention. Be sure your filing system includes audit tools to track missing documents and control purging schedules for files that have reached their retention date.

Optimize Your Digital HR Strategy

A cloud system for your employee files is a key part of your digital HR strategy. DynaFile provides a powerful, easy to use solution that is built for HR. Streamline document management across the entire employee lifecycle to save time and improve compliance long-term. You can connect to other platforms, simplify audits, and control access for different roles – all while ensuring documents are instantly available from anywhere. Contact us today to learn more or see a demo.

Filed Under: Digital Transformation, Paperless Onboarding

After iCIMS, DynaFile Helps HR Centralize File Management

August 1, 2018 by Andrew Roberts

DynaFile now connects with iCIMS for automatic filing and easy long-term file management after onboarding.


Boost HR efficiency with DynaFile’s seamless integration with iCIMS. Streamline your post-onboarding file management, centralize records, and empower your HR team with automated filing and easy access. Dive into 15+ years of expertise. Contact us to unveil the future of HR document management and witness a transformative demo today!

iCIMS is a popular talent acquisition suite that includes savvy tools for recruiting through onboarding.  Now iCIMS users can also tap into the power of DynaFile to streamline HR file management after onboarding.  

Connect To iCIMS

DynaFile’s integration with iCIMS allows for automatic filing after the onboarding process has been completed.  The new hire’s folder is automatically created in DynaFile, with all iForms filed in the correct location inside.  All of your access rules around sensitive documents are automatically applied and the newly added forms are immediately visible in audit reports.  This integration requires the iCIMS Connector (available from iCIMS). 

Centralize HR File Management

After iCIMS, DynaFile helps the HR team centralize file management.  Consolidate employee documentation across iCIMS, paper, locations, groups, and different systems to eliminate record silos.  DynaFile also includes scanning automation tools to quickly convert paper folders and easily manage paper going forward. 

Give Time Back to the HR Team

DynaFile helps save HR professionals time when filing and managing employee documentation.  Use audit reports to ensure staff have all required forms in their folder and to keep track of renewable/expiring documentation.  Use powerful access rules to control exactly who can see sensitive types of files in the system, segment access for different roles, and provide limited access to managers or auditors.  With a couple of clicks, your teams can access the files they need instantly, from anywhere, at any time. 

Learn More and See a Demo

DynaFile has been helping organizations improve file management in the HR space for over 15 years.  Contact us today to learn more about the DynaFile document management solution for HR and our integration with iCIMS for automatic filing after onboarding. 

Filed Under: Digital Transformation

American Businesses Produce 1.6 Trillion Pieces of Paper in 2016

September 21, 2016 by Andrew Roberts

Going paperless has never been easier. Time to think about moving to electronic files.


Transition to the future with an electronic filing system in 2016! Amidst American businesses producing a staggering 1.6 trillion pieces of paper, the shift to digital is vital. Discover how DynaFile streamlines office tasks, enhances efficiency, and safeguards the environment. Over 15 years of expertise in scan-to-cloud solutions. Explore a transformative, paperless journey. Request your free demo now!

Traditionally, paper has been a critical piece of the business process. It’s difficult for an organization to run smoothly without the ability to record information and share it with colleagues in an effective manner. Issues arise in the office when that information needs to be stored for an extended period of time or needs to be shared quickly with team members in different physical locations. For these reasons, among others, many companies are switching to an electronic filing system for storing, managing and sharing documentation around the organization. 

Halfway To The Moon

It may not seem like a lot of paper gets wasted around the office, but you may be surprised. In a recent article from The Wall Street Journal, Christopher Mims writes;

“Every year, America’s office workers print out or photocopy approximately one trillion pieces of paper. If you add in all the other paper businesses produce, the utility bills and invoices and bank statements and the like, the figure rises to 1.6 trillion. If you stacked all that paper up, it would be 18,000 times as high as Mount Everest. It would reach nearly halfway to the moon.”

A bit startling, isn’t it? By the end of 2016, we could reach the moon by simply stacking the paper American businesses produced over the past two years. Now, how to make a change?

Show Me The Value

It can be easy to recognize that your office is using a lot of paper, but it can be much tougher to convince management to make a change. It’s important to remember that creating paper waste not only hurts the planet – it also significantly affects a business’s bottom line. Paper process are slow, out-dated and incredibly inefficient. Moving to an electronic filing system can actually save a company money and produce a big bump in staff productivity. 

A good way to start looking at electronic filing is by identifying the most paper-heavy departments within the organization first. Many times, you will find that the Human Resources office is an area that sees TONS of paper files. Although a lot of employee data is now recorded in HRIS solutions, much of the actual documentation for the employee is still printed out and filed in bulky, disorganized filing cabinets. Many organizations still have all of their staff files on paper. For a tenured employee, you can imagine how thick these files can get. Being able to identify this within your own business is essential because the offices that handle the most paper will see the biggest value in taking their files electronic.

Keeping It Practical

For a paperless strategy to work, you need a practical approach. Even if you take all of your existing files electronic, you’ll need a way to digitize your pen-and-paper workflows to ensure you’re not just adding more paper to the pile. For this reason, it’s important to look at electronic filing systems that include a few key features:

Scanning Automation
These tools are designed to work with your electronic filing system and allow your team to take a shortcut to paperless files. Scanning automation tools will help automate the conversion of your current paper files to electronic format. They will also help you deal with miscellaneous paper coming into the department on an ongoing basis because – let’s face it – you’ll still have staff coming into your office and handing you a paper document. 

Online Forms, eSignatures and Workflows
From onboarding new employees in the HR department, to approval workflows and contracts; these features help your team go from pen-and-paper processes to completely digital ones. Replace paper forms with online forms that can be delivered to the recipient immediately and completed in a fraction of the time. Electronic signatures or eSignatures can be used to sign off on these forms from anywhere, at any time and they are just as good as ink. Finally, digital workflows can deliver your forms to the next person in the chain automatically once it is their turn to review, approve or sign. The best part is, once the workflow is finished, completed and signed forms can be automatically filed in your electronic filing system.

Tell Me More!

DynaFile is an electronic filing system that has been helping companies achieve a higher level of efficiency for over fifteen years. Our unique scan-to-cloud tools work directly with DynaFile to allow you to automate the conversion of paper files to digital format and easily handle miscellaneous paperwork on an ongoing basis. Once in DynaFile, you can retrieve files instantly from anywhere, report on required and expiring documents and segment access for different staff roles and types of documents in the system. Finally, our integration with DocuSign allows your team to replace all of your pen-and-paper processes with online forms, esignatures and digital workflows. Once forms have been signed, they can be automatically published in the correct folder back in DynaFile.

Would you like to learn more about going paperless with DynaFile? Contact us today for more information and free demo!

Filed Under: Digital Transformation, Electronic Filing, Paperless Onboarding, Scanning Automation

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

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