Electronic Filing

Eliminating all of the paper that comes across your desk may seem like an impossible dream, but it’s not.  All over the US and across the world, organizations are switching away from paper.  The benefits of electronic employee files and paperless form processes are too big too ignore.

Here are some of the ways going paperless gives time back to Human Resources professionals.

Online Forms

Much of the paper that’s kept in employee folders is created from the onboarding process.  By having new hires complete their forms electronically, you can significantly reduce the amount of paper produced from Day 1. 

New staff can now review, complete, and electronically sign their documentation online or at a device in your office.  Better yet, this strategy isn’t limited to employee onboarding.  You can extend the same process out for other forms like policy acknowledgements, performance appraisals, and more.

Automatic Filing

Reducing the amount of paper used for forms is an excellent first step, but what happens afterwards?  Many companies still wind up printing after onboarding.

With the right HR filing system, completed forms can be automatically filed in the employee’s folder for you.  There is no need to print and scan, or to split apart large PDF’s.

Best of all, your access and reporting rules are automatically applied as your new hire documents are filed, ensuring consistency.

Easier File Management

With all of your employee documentation in the cloud, file management becomes much easier for the HR team.

Audits become stress-free with automated reports to alert your team of missing or expiring documents in staff folders.  You can even make requested files securely available to auditors off-site.

Keeping sensitive documents locked down electronically is also much simpler than duplicate files across multiple filing cabinets.  You can assign access to HR, Payroll, supervisors and other staff by a number of categories like the employee’s status, department, region, office location, folder section, document type, expiration date, etc.

Going digital also affords fast filing all around.  You can automate existing paper conversion with scan-to-cloud tools, and easily deal with daily additions to employee folders.  Drag-and-drop or scan directly to employee folders in the cloud. 

Learn More

DynaFile has been helping companies take HR paperless for over 15 years.  The unique scan-to-cloud filing solution allows your team to take an entire department paperless in 30 days. 

Integrations with popular onboarding and e-signature solutions like iCIMS and DocuSign provide a seamless paperless process for forms and filing.  Going forward, file management is a breeze with segmented access, audit reports, document links, and more.

Contact us today to learn more or to set up a free online demo.

It’s that time of the year again.  Office life is winding down and staff are thinking about all of the amazing possibilities the new year can bring.  Is a more streamlined HR department on your team’s wishlist?

Here’s how to take your Human Resources office paperless in 30 days to start 2018 off strong.

Scan To Cloud Filing

Converting your existing paper files can be a fast and easy process with the right tools.  Scan-to-cloud filing systems allow your team to skip many of steps typically found in the traditional conversion process, providing a shortcut to electronic employee files. 

Barcode cover sheets can be used to categorize your folders during scanning to automate the conversion of an entire employee folder.  As the whole folder is scanned at once, the system knows how to file everything based off the barcode information.  

You can also scan a batch of unrelated paperwork to the system and break it down into separate documents for different employees from your computer screen.

Paperless Forms

Most HR departments find that a majority of paper is created from various signature processes.  From the initial onboarding packet to ongoing forms like policy acknowledgements and performance appraisals, forms can can be a huge part of an employee’s file.

Moving away from pen-and-paper processes can help alleviate much of hard-copies typically generated in the HR office.  Nowadays, online forms, esignatures, and digital workflows are replacing traditional paper-intensive processes.

This can benefit both HR and staff with a more streamlined form-completion process, plus automated filing after signatures.

Easier File Management

Cloud filing systems are extremely popular for electronic employee file storage.  Since your files are managed from the cloud, staff can access the documents they need from anywhere, at any time for simplified audits and quicker collaboration.

There’s no longer a need to manually keep track of required and expiring documents in employee folders.  A simple audit report ensures your HR team knows exactly which staff are missing certain documents; and which staff have document coming up for renewal in the near future.  When an auditor requests documents, simply make the specific files they ask for available to them remotely.

Tired of payroll staff and supervisors asking for copies of files?  Simply give them access to just the types of files they should have access to in the system, for the just the staff they oversee.

Start Paperless in 30 Days

DynaFile is a scan-to-cloud filing system for HR departments.  Our paperless HR solution has helped companies realize a higher level of efficiency by eliminating hard-copies for over 15 years.  

Want to see how it works?  Contact us today for a free demo.

Traditional pen-and-paper workflows are going digital these days to give time back to the HR team.  One of the big ways Human Resources professionals have started to cut back on paper is by switching to an electronic onboarding process. 

Replacing paper with electronic onboarding solutions like iCIMS and DocuSign can significantly streamline the process for everyone involved.  But what happens afterwards, when all of the forms have been completed?  

It turns out that lots of companies are still printing new hire documents after e-signature and attempting to manage them as paper files.  Here’s how to skip the printer for easier file management in HR.

iCIMS and DocuSign Integration

Popular electronic onboarding solutions like iCIMS and DocuSign allow the HR team to get new hire forms completed electronically.  After signature, completed forms are automatically sent to DynaFile where they create the employee’s folder and file all of their documentation inside. 

There’s no longer a need to print, scan or fax after signature.

Hybrid Filing Solution

If eliminating paper is a goal for HR, a hybrid filing solution is key.  These filing systems include easy ways to add both paper and electronic files to employee folders on an ongoing basis.

Simply drag-and-drop electronic documents into employee folders going forward.  Or, scan miscellaneous paper directly to their file in the cloud. 

Lasting Benefits for HR

Switching to an electronic filing system and away from paper brings huge benefits to the HR team:

• Audits become stress-free with automatic reports to show missing documents and upcoming renewals in staff folders.
• Finding files is no longer a challenge with instant retrieval and segmented access controls for different roles.
• Your files are safe from natural disasters and automatically backed up in real-time.

If you’d like to learn more about electronic filing for iCIMS and DocuSign, give us a call today. 

DynaFile is a cloud filing system that has been helping companies take HR paperless for over 15 years. 

Connect to iCIMS and DocuSign for a seamless electronic filing process across the entire department.  Contact us for a free demo below to see how it works.