• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Top Header bar

(888) 510-3453 [email protected] DEMO DYNAFILE
DynaFIle

DynaFile

Scan to Cloud HR Document Management Solutions

  • Tour
  • Solutions
    • Human Resources
      • Electronic Employee Onboarding
      • Electronic Employee Files
      • HR Employee File Management
    • Education
      • Electronic Education Onboarding
      • Electronic Education Files
      • Education File Management
    • Healthcare
    • Accounting
    • Contract Management
    • Distribution
    • Real Estate
    • Staffing
    • Other Solutions
  • Features
    • Cloud Workflows
      • Electronic Signatures
      • Secure File Sharing
      • Version Control
    • Cloud Storage
      • Document Indexing
      • Document Retrieval
      • Segmented Access
      • Drag and Drop Drive
    • Scanning Automation
      • Barcode Recognition
      • Batch Processing
    • Automated Onboarding
    • Seamless Integrations
  • Resources
    • Press Releases
    • HR Guides
    • Blog
    • FAQs
  • Company
    • Advocacy Program
    • Customers
    • Partners
    • History
    • Careers
    • Contact Us
    • Compliance & Certifications

Electronic Filing

Conquering 2024 Compliance with Digital Education Document Management

December 29, 2023 by Andrew Roberts

Compliance Made Easy: Your Guide to Digital Education Document Management in the New Year


Conquering 2024 Compliance with Digital Education Document Management

In 2024, educational institutions will face increasing compliance challenges, including data privacy, document security, and evolving regulatory demands. Secure storage and management of student and faculty records must be a top priority to maintain compliance, as data breaches can damage trust, impact funding, and lead to legal consequences. Furthermore, the importance of compliance in the education sector extends to ensuring the integrity and confidentiality of academic records, financial data, and personal information. Therefore, implementing an education document management system in the New Year becomes an essential initiative to navigate these complexities effectively.


Overcoming Compliance Challenges with Cloud Document Management

One specific challenge faced by school districts, colleges, and other educational institutions pertains to managing student records, ranging from enrollment forms to academic transcripts. The sheer volume of these documents and the need to maintain integrity and confidentiality pose a significant compliance hurdle. Cloud-based education document management systems, like DynaFile, offer secure, organized file management, encrypted document sharing, and controlled access rules, significantly enhancing compliance in student and faculty record filing.

How Education Document Management Systems Help:

  • Streamlined Organization: Centralize and categorize student and employee files with an indexed filing system to retrieve documents efficiently, reducing errors and improving productivity.
  • Enhanced Security: Secure cloud storage, controlled access, and encrypted document links safeguard sensitive information.
  • Compliance Automation: Customized compliance reports and alerts for missing or expiring documents ensure compliance with data privacy laws.
  • Paperless Solutions: Eliminate physical document risks and streamline workflows with scan-to-cloud features and the move to electronic filing.


Advantages of Education Document Management Systems

By offering secure, organized, and accessible file management tailored explicitly for the education sector, DynaFile’s cloud-based filing system is a prime example of a solution that can significantly enhance compliance in educational institutions. Educational professionals can benefit from the platform’s robust features, which streamline compliance efforts and ensure the secure management of student and employee files.

Key Features for Compliance:

  • Customized Compliance Reports: Automate record retention and ensure documents are current with customized reports that provide alerts for missing or expiring documents.
  • Secure Cloud Storage: Protect sensitive data with secure and accessible cloud storage solutions.
  • Legally Binding e-signatures: Streamline approvals and ensure document authenticity with electronic signatures.
  • Comprehensive Audit Trails: Track document activity with access logs to see changes for transparency and accountability.

Proven Results

 Workflow is Seamless

Workflow is seamless, we are able to file immediately. With compliance we are able to file safely and accurately . When ever we are audited its so easy to find what we need, which makes an audit so much faster. 

 Jackie Cooper | Director 
Paul Mitchell School, Norman, OK

GET THE CASE STUDY

Enhancing Compliance with Cloud-Based Systems

Resolve your 2024 compliance challenges with DynaFile’s education document management system. Upgrade your filing solution and experience streamlined document organization, heightened data security, and improved compliance reporting. Schedule a tour today to learn more about the best-in-class solutions tailored for the education sector and start mastering your compliance journey.

Filed Under: Education Document Management, Electronic Filing, Record Compliance

Revolutionizing HR: The Shift from Document Storage to Dynamic Document Management

November 14, 2023 by Andrew Roberts

Creating Workflow Efficiencies Through Industry-Leading HR Document Management


Revolutionizing HR: The Shift from Document Storage to Dynamic Document Management

As anyone in human resources knows, HR is a document-intensive role. Managing sensitive employee records, policies, and other essential documents can take time away from focusing on business goals and strategic initiatives. 

Traditionally, HR departments relied on physical filing cabinets to store employee documents. While physical storage may have worked well in the past, it is not the most efficient or secure method in today’s digital age. Digital document storage, on the other hand, involves storing documents electronically, either on local servers or in the cloud. Although this may be a temporary solution to ditch the paper trails, in the end, HR needs more than just storage to optimize workflows; they need a document management system. Document management goes beyond simply storing files and is a more comprehensive process involving organizing, accessing, and controlling documents throughout their lifecycle. A cloud-based document management system such as DynaFile offers significant advantages in HR operations, including improved efficiency, secure and centralized storage, controlled access, and seamless collaboration between teams, whether they are remote or in the office. 

Document management with DynaFile goes beyond file storage. The robust features of the cloud-based system encompass a range of tools that make it easier to organize, access, and control documents. These features include document indexing, version control, and integrations with leading e-signature platforms to automate onboarding workflows with digital signatures and online forms. Sound document management systems, like DynaFile, seamlessly sync with HCM and HRIS to provide a centralized platform for HR professionals to manage and collaborate on documents.

Consider a scenario where an HR department needs to retrieve an employee’s contract from several years ago. Finding the specific document in a document storage system without proper indexing or organization could be time-consuming and frustrating. However, with an indexed file management system, the document can be easily located by searching for the employee’s name or other relevant metadata. This saves valuable time and ensures that important documents can be accessed quickly and efficiently.


Boost Compliance Unify Teams with Cloud Collaboration for Streamlined HR Document Management

A solid digital filing strategy also helps HR departments maintain compliance with legal and regulatory requirements. With document management systems, HR professionals can easily track versions, implement approval workflows, and securely share sensitive documents. This level of control and organization reduces non-compliance risk and helps HR departments operate more effectively.

Cloud collaboration tools, like those offered by DynaFile, allow HR professionals to easily share and collaborate on HR documents, eliminating the need for physical paperwork. This secure access to HR documents from anywhere significantly improves efficiency and productivity in HR processes. Moreover, DynaFile’s cloud collaboration features provide a centralized system for managing HR documents, ensuring compliance with data protection regulations.

For example, imagine a scenario where multiple HR professionals must review and provide feedback on a new company policy. In a traditional document storage system, this would involve printing numerous copies of the document and distributing them physically, resulting in time delays and potential version control issues. With cloud collaboration, HR professionals can share the document electronically, allowing for real-time collaboration and seamless feedback. Going digital saves time and ensures that everyone is working on the most up-to-date version of the document.

Cloud collaboration also offers the advantage of accessibility. With a cloud-based document management system, HR professionals can access their documents from anywhere with an internet connection. It is particularly beneficial for remote or global HR teams who may need to work on documents while traveling or from different locations. Accessing documents remotely improves teamwork and ensures that HR processes can continue smoothly, regardless of physical location. Additionally, cloud-based systems often have robust security measures to protect sensitive HR information, providing peace of mind for HR professionals.

In conclusion, cloud-based document management systems like DynaFile offer numerous benefits for HR document management. They improve efficiency, streamline collaboration, and ensure compliance with data protection regulations. By leveraging these technologies, HR professionals can enhance their document management processes and focus on strategic HR initiatives.

Schedule a demo today and learn why successful HR leaders have trusted DynaFile as their employee file management solution for over 20 years.

Filed Under: Cloud Storage, Electronic Filing, Paperless Onboarding, Record Compliance

Revolutionizing Education Document Management: How DynaFile is Transforming the Industry

October 19, 2023 by Andrew Roberts

A Digital Solution for Streamlined Education Document Management


Revolutionizing Education Document Management

Managing paper-based documents or using outdated document management systems in the education industry can be cumbersome and inefficient. Misfiled or lost documents can lead to frustration and wasted time. DynaFile offers the best-in-class electronic education filing system to help schools and educational institutions go paperless, centralize filing, and gain efficiency. DynaFile is a solution that revolutionizes education document management by providing educational institutions with a comprehensive digital filing system for faculty and students.

With DynaFile, educational institutions can transition from traditional paper filing systems to more organized and accessible electronic document management systems. DynaFile’s robust school document management system allows for easier document retrieval, sharing, and updating, enhancing efficiency and productivity. By eliminating the frustrations and inefficiencies of paper-based systems, DynaFile streamlines document management processes and improves workflows.

For example, imagine an administrator needing to access a student’s academic records from a few years ago. In a paper-based system, they must search through stacks of physical files to find the relevant documents, which could take significant time and effort. However, with DynaFile’s indexed filing system, they can search for the student’s name or ID in the digital filing system and retrieve the records within seconds, saving time and allowing the teacher to focus on other essential tasks.

Electronic education document management systems also eliminate misplacing or losing important documents. In a paper-based system, it is easy for documents to be accidentally lost, and it can be highly frustrating and time-consuming. DynaFile securely stores all documents digitally and can be easily located through a simple search, which ensures that important documents are always accessible and reduces the risk of losing them.


Importance of Document Management in the Education Industry
Transitioning to an electronic document management system improves organization, accessibility, and collaboration.

By implementing a document management system like DynaFile, educational institutions can overcome the limitations of both paper-based systems and enjoy a wide range of benefits. These benefits include improved document organization, enhanced accessibility, and streamlined workflows.

For instance, locating specific documents in inefficient systems can be time-consuming, require manual searching through physical files or multiple systems, and lead to frustration and wasted time. However, a centralized indexed filing system like DynaFile can easily organize and store documents in a searchable repository. Admins can quickly search for specific documents using metadata, saving time and improving efficiency.

Furthermore, electronic education document management systems enhance accessibility and collaboration among teams. Documents can be accessed and shared from anywhere, anytime, making it easier for teams to collaborate on projects and tasks. Cloud collaboration improves communication and ensures everyone can access the most up-to-date information.


Benefits of Using a Document Management System for Schools
Implementing an electronic document management system, such as DynaFile, provides numerous benefits for educational institutions. One of the key advantages is the creation of a centralized and searchable repository for all academic documents. An indexed filing system improves document retrieval and sharing among faculty and staff, enhancing collaboration and streamlined workflows.

In addition to improved organization and accessibility, electronic document management systems offer other significant benefits for schools. One such benefit is the reduction in paper usage and storage costs. Traditional paper-based systems require physical document storage space, which can be costly and inefficient. By transitioning to an electronic system like DynaFile, schools can significantly reduce the need for physical storage space and the associated costs.

For example, a school that adopts DynaFile can eliminate the need for file cabinets and storage rooms dedicated to paper documents. Implementing a digital filing strategy frees up valuable space that can be used for other educational purposes. Additionally, reducing paper usage contributes to environmental sustainability, aligning with the growing emphasis on eco-friendly practices in the education industry.

Furthermore, electronic document management systems offer automated workflows and streamlined processes. Tasks such as document routing, approval, and version control can be automated, reducing the time and effort required for administrative tasks and allowing educators to focus more on teaching and less on administrative work.

For example, imagine a scenario where a school needs to update policies for remote work. Each form must be manually reviewed, signed, and filed in a paper-based system. This process can be time-consuming and prone to errors. With DynaFile, the school can create an automated workflow where faculty receive the form electronically, sign it digitally, and submit it back to the school. The system can then automatically route the forms to the appropriate personnel folder in DynaFile. Digital workflows reduce the administrative burden and ensure a more efficient process.


Features and Capabilities of DynaFile
DynaFile offers a range of features and capabilities that make it a powerful tool for education document management. Its scan-to-cloud filing system converts paper files to electronic format, making it easy to transition from physical to digital files. The system also utilizes barcode recognition tools, which automate the document conversion and organization process. Scanning automation tools ensure that documents are accurately converted and properly organized in the electronic filing system.

Additionally, DynaFile offers batch processing features, allowing for the efficient management of additional paper documents. This feature is handy when multiple documents must be processed for different employees simultaneously. For example, if a school needs to process numerous teacher contracts at the beginning of the academic year, the batch processing feature in DynaFile can help streamline the process. The school can scan the entire stack of papers into the system. Then, you can quickly index and file your documents from a browser-based interface.

Furthermore, DynaFile easily integrates new paper documents into existing electronic files, ensuring that all documents are stored and organized in a single, accessible location. Your team can easily add documents to staff folders in formats you use every day: paper, emails, electronic files, ATS, LMS, HRIS, and more. The digital transformation makes it easy to maintain a comprehensive and up-to-date repository of educational documents.

By leveraging these features and capabilities, educational institutions can significantly improve their document management processes and achieve greater efficiency and productivity.


DynaFile Streamlines Education Onboarding
DynaFile seamlessly integrates with popular e-signature providers, including DocuSign, PandaDoc, and Adobe Sign, to give HR the power of digital forms and electronic signatures. These integrations eliminate manual processes and streamline document workflows, making it easier for administrators to manage and store employee and student documents. The paperless education onboarding solution provided by DynaFile ensures that completed documents are stored and managed efficiently.

These integrations also enhance accessibility and collaboration across HR and admin teams. Files can be accessed in real-time, allowing seamless collaboration and review. Administrators can also implement segmented access rules, ensuring only authorized personnel can access sensitive employee documents.

For example, imagine an HR department in a school that needs to onboard new employees and students. In a traditional paper-based system, HR and administrators must manually process and store various documents, such as employment contracts, student records, policy acknowledgments, and tax forms. This process can be time-consuming and error-prone. However, with DynaFile’s seamless integrations, the HR and admin departments can streamline onboarding using electronic forms, e-signatures, and automated workflows. New employees and students can complete the necessary documents digitally, and the system will automatically store and organize the files in the appropriate locations. The automated onboarding workflows eliminate the need for manual data entry, reduce the risk of errors, and improve overall efficiency.

By revolutionizing how HR departments manage and store employee and student documents, DynaFile enables education institutions to work faster and more efficiently, reducing costs associated with manual document management and protecting confidential information.


Integration with Existing School Records Management Systems
One of the advantages of DynaFile is its seamless integration with existing school records management systems, such as Learning Management Systems (LMS) and Human Capital Management (HCM) systems. This integration allows for the seamless flow of data between different systems, enhancing workflow and data synchronization. By eliminating the need for manual data entry and retrieval, DynaFile improves efficiency and productivity.

For example, imagine a school using an LMS to manage student enrollment and course registration. With DynaFile’s integration capabilities, student enrollment information can be automatically synced with DynaFile’s robust document management system. The integration ensures that all relevant information is accessible in one centralized location, providing a more streamlined and efficient experience for faculty, staff, and administrators.

Furthermore, integration with HCM systems allows for the smooth transfer of employee data between the document and HR management systems, eliminating the need for duplicate data entry and ensuring that employee files are always up to date. This integration enhances the efficiency of HR processes and reduces the risk of errors.

By integrating with existing school management systems, DynaFile provides a comprehensive solution that optimizes workflows and data management in educational institutions.


Security and Compliance Considerations
Security and compliance are paramount when implementing a document management system in educational institutions. DynaFile addresses these concerns through various security features and compliance measures. The system ensures data security through encryption and access control features, protecting sensitive educational documents from unauthorized access.

Additionally, DynaFile helps educational institutions comply with data protection regulations specific to the education industry. Schools can securely store and manage their documents by implementing a document management system like DynaFile while ensuring compliance with relevant regulations. Secure education document management reduces the risk of data breaches and protects the privacy of students, faculty, and staff.

For instance, educational institutions often deal with sensitive documents containing personal information, such as student records and employee contracts. With DynaFile’s security features, these documents are protected from unauthorized access. The system allows administrators to set access permissions, ensuring only authorized personnel can view or modify sensitive documents.

Moreover, DynaFile offers audit trails and activity logs, which provide a transparent record of document access and modifications. These features help educational institutions comply with data protection regulations and track unauthorized activity.


Cost-Effectiveness and Return on Investment
Implementing a document management system like DynaFile is a cost-effective solution for educational institutions. Schools can significantly reduce paper usage and storage costs by transitioning from paper-based systems to electronic document management. Additionally, the time and cost savings associated with document retrieval and storage are substantial.

Schools can achieve a positive return on investment with improved productivity and efficiency. The long-term cost savings, increased productivity, and streamlined workflows make DynaFile an investment that significantly benefits educational institutions.

For example, imagine a school that spends significant money on paper, printing, and physical document storage space. By adopting DynaFile, the school can eliminate these costs and redirect the budget toward other educational needs. Additionally, the time saved in document retrieval and storage can be used for more valuable tasks, such as curriculum development and student support.

Furthermore, DynaFile’s automation features reduce the need for manual data entry and administrative tasks, free up staff members’ time, allowing them to focus on more critical responsibilities and improve overall productivity.


Best-in-Class Education Document Management
In conclusion, document management plays a crucial role in the education industry. A digital document management system, such as DynaFile, can revolutionize how educational institutions manage their documents. By improving organization, accessibility, and collaboration, DynaFile enhances efficiency and productivity for faculty, staff, and administrators.

The seamless integration with existing school management systems, robust security and compliance features, and cost-effectiveness further contribute to the transformative impact of DynaFile in education document management. By adopting DynaFile, educational institutions can streamline document management processes, achieve cost savings, and improve workflow efficiency.

Schedule a demo today and learn how your institution can revolutionize its document management practices and focus more on what truly matters – providing quality education to students.

Filed Under: Cloud Storage, Education Document Management, Electronic Filing, Paperless Onboarding, Record Compliance, Scanning Automation, Workflow Integrations

4 Advantages of an Electronic Employee Filing System for 2023

December 12, 2022 by Andrew Roberts

Discover the Top Benefits of Upgrading Your HR Employee Document Management Solution for the New Year


Discover the Top Benefits of Upgrading Your HR Employee Document Management Solution for the New Year

Managing HR employee files with outdated and manual paper-based filing systems can be exhausting, and it takes valuable time away from focusing on core business goals. By adopting a digital employee document management solution and automating processes, you improve workflow efficiencies and can create an entirely paperless employee records management lifecycle. 

With the New Year just around the corner, now is an ideal time to rethink your HR document management strategy so you can get a jump on January and gain momentum for a successful 2023. 

Let’s look at some of the top benefits of moving to an electronic Human Resource filing system. 

1. Increased Efficiency 
If you are managing paper-based HR documents across multiple locations or have personnel files scattered throughout numerous legacy systems with inconsistent file naming conventions, tracking down a single employee record can cost you hours weekly. Even if your company has a great HCM in place, that software often has limitations regarding employee document management. In the end, inefficient and administratively cumbersome filing practices mean your team is always playing catchup on their daily tasks and never getting to the work that matters.

DynaFile’s secure, cloud-based platform centralizes your employee files to give you instant access to essential documents, saving hours weekly and increasing productivity. Powerful integrations will enable you to seamlessly connect with HCM systems like Workday to collect employee documents in your secure DynaFile cloud for faster filing and retrieval. Documents are filed with metadata, so with a simple Index Search, an employee’s electronic file is in your hands with just a couple of clicks.

On top of that, you can implement an end-to-end electronic employee onboarding process for new employees and go digital with online forms and esignatures. Integrations with DocuSign, signNow, JotForm, PandaDoc, and Adobe Sign allow new hires to fill out and legally sign all their onboarding documents online before their first day. Once completed, all onboarding paperwork is automatically filed in the employee’s folder, creating a completely paperless employee filing lifecycle.

2. Improved Accuracy
A significant disadvantage of a paper-based system is that it is difficult to track down certain information when needed. All too frequently, it might be misfiled, lying on an employee’s desk, sitting in your inbox, or lost among overstuffed filing cabinets. 

By digitizing employee records, the likelihood of documents missing, misfiled, or even lost en route to other departments or locations is removed from the equation. If a form is filled out incorrectly, any errors can instantly be corrected across the entire employee folder. Additionally, a centralized electronic document management system can also provide version control, ensuring everyone is working with the most updated employee files.

3. Improved Record Compliance
Keeping employee records up to date can be highly tedious, and the HR team is responsible for ensuring employee files are managed with compliance. When an auditor inevitably requests to check on your files, HR must know their records are current with all required information. 

A centralized digital employee filing solution will reduce time-consuming administrative tasks dealing with employee records storage and retention and create audit readiness. DynaFile’s built-in compliance toolkit helps you stay organized with audit reports, role-based access, and retention schedules.  

Custom audit reports ensure your employee folders are updated with all required documents so your team is always prepared for an audit. When making your files available to the auditor, give them limited access to just the requested files through encrypted document links.

In addition, policies and procedures are often changing, and waiting for on traditional paper systems can mean you may gain signatures the same day those forms are outdated. By utilizing integrations with digital signature platforms, you can quickly and easily gain secure sign-off from all employees across the company without using a single printed piece of paper. 

4. Increased Security
Handling sensitive employee records is a serious task, and HR is entrusted that confidential staff files do not get into the wrong hands. An effective digital document management system safeguards employees’ private data, including protected health information (PHI) and personally identifiable information (PII). 

Utilizing a cloud document management system provides secure, instant access to your staff files regardless of where your admin or HR team is located. Other security features, such as segmented access rules, let you keep one comprehensive file per employee without sacrificing compliance. You can assign your team members to access only the staff folders and types of documents they should be authorized to view, giving you precise control over what any user (or group of users) can do or see inside the system.

For additional security and compliance, DynaFile automatically tracks both file access and actions performed in your system using a comprehensive audit trail. By monitoring “digital footprints,” you can see which documents any given user has viewed, downloaded, or shared, and the usage log also allows for more targeted tracking. For example, suppose you notice an outdated version of your handbook is being uploaded to the file system. In that case, you can work backward to find the team member committing the error and correct the mistake directly.

Industry Tested. HR Approved
Give time back to your team to focus on strategic initiatives and drive business goals forward. Update your HR employee document management solution to one with a proven track record of providing robust digital filing solutions to boost compliance, create audit readiness, and streamline workflows.

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!


“Great experience overall. 
It made digitizing our personnel and training files a breeze. That ease of use saves a lot of headaches. The multiple options to get documents into the system is a plus. We are able to give controlled access to regulators as needed so they can check on the information they are looking for without having to provide any sort of paper file.”
– Becky M. | Chief People Officer

Filed Under: Electronic Filing, Record Compliance

7 Tips to Share During Cybersecurity Awareness Month

October 14, 2021 by Andrew Roberts

Steps Individuals and Businesses Can Take to Enhance Their Cybersecurity.


Boost your online safety this October for Cybersecurity Awareness Month. Discover 7 essential cybersecurity tips endorsed by experts. CEOs rate cybercrime as a top risk; ensure you're not a statistic. Prioritize cybersecurity with DynaFile's trusted solutions. Explore more now! #BeCyberSmart

National Cybersecurity Awareness Month is back this October for its 18th year to help educate and highlight the importance of cybersecurity. Spearheaded by the Cybersecurity & Infrastructure Security Agency (CISA) and the National Cyber Security Alliance (NCSA), the continued overarching theme is Do Your Part. #BeCyberSmart. By raising awareness through education, the initiative encourages individuals and organizations to take proactive steps to be safe online. 

CEOs worldwide have claimed that cybercrime is the #1 risk that will affect companies in the future. The cleanup and sustained damage after a security breach are expensive. The loss of sensitive data and trust with customers can cause irreversible damage to an organization’s reputation. 

  • The average total cost of a data breach in 2020 was $3.86 million and took an average of 280 days to identify and contain. (IBM)
  • 61% of data breaches used compromised credentials. (Verizon Data Breach Investigations Report)
  • Phishing attacks account for more than 80 percent of reported security incidents. (Verizon Data Breach Investigations Report)
  • Nearly two-thirds of companies have 1,000+ files open to every employee. (Varonis)

The good news is that there are many steps individuals and businesses can take to enhance their cybersecurity without requiring a significant investment or the help of information security professionals.

7 Tips to Share During Cybersecurity Awareness Month 

  • Double your login protection. Enable multi-factor authentication (MFA) for all accounts and devices to ensure that you are the only person who has access to your account. 
  • Shake up your password protocol. According to the National Institute of Standards and Technology (NIST) guidance, you should consider using the longest password or passphrase permissible. 
  • If you connect, you must protect. The best defense against viruses and malware is to update to the latest security software, web browser, and operating systems. Sign up for automatic updates, if you can, and protect your devices with anti-virus software. 
  • Play hard to get with strangers. Cybercriminals use phishing tactics, hoping to fool their victims. If you’re unsure who an email is fromโ€”even if the details appear accurateโ€”or if the email looks’ phishy,’ do not respond and do not click on any links or attachments found in that email. 
  • Never click and tell. Limit what information you post on social mediaโ€”from personal addresses to where you like to grab a coffee. Keep Social Security numbers, account numbers, and passwords private, as well as specific information about yourself, such as your full name, address, birthday, and even vacation plans. 
  • Keep tabs on your apps. Check your app permissions and use the “rule of least privilege” to delete what you don’t need or no longer use. Only download apps from trusted vendors and sources.
  • Stay protected while connected. Only use sites that begin with “https://” when online shopping or banking. If you use an unsecured public access point, avoid sensitive activities (e.g., banking) that require passwords or credit cards. 

As individuals or business leaders, we should all approach cybersecurity with care in owning, securing, and protecting all our online accounts and the sensitive information of our employees. 

Do Your Part. #BeCyberSmart

#CybersecurityAwarenessMonth

Take the Lead in Cybersecurity for Your Organization Today

Learn why successful HR leaders have trusted DynaFile as their secure employee file management solution for over 20 years.

Contact us today to see a demo or discuss further with a brief discovery call. We look forward to hearing from you!

Filed Under: Electronic Filing

Revamping Your HR Document Management to Comply with COVID-19 Vaccination Requirements

February 9, 2021 by Andrew Roberts

Navigating the Hurdles of Maintaining Employee Records of Vaccination and Testing.


Streamline HR compliance with COVID-19 vaccination mandates using DynaFile's advanced document management solution. Navigate new obligations effortlessly with secure vaccination record tracking, instant reporting, and robust cloud-based features. Get started now for a future-ready approach.

On September 9th, the White House issued the COVID-19 Action Plan: Path Out of the Pandemic. The Plan outlines a national strategy that will impose new obligations for employers across the country. Under the Plan, the employee medical records of roughly 100 million workers will need to comply with the new mandates.

Among these measures are:

  • Mandatory Vaccination or Weekly Testing for All Employers with 100+ Employees
  • Mandatory Vaccination for Federal Executive Branch Workers and Government Contractors
  • Mandatory Vaccinations for Health Care Employees at Medicare and Medicaid Participating Facilities

Addressing the Needs of COVID-19 Vaccination Record Tracking

Employers that fall into these categories face the challenge of navigating the legal issues and operational barriers related to maintaining employee records of vaccination and testing. With this in mind, employers and HR leaders must create new policies, workplace testing strategies, vaccination record tracking, and secure medical record collection and retention. Moreover, organizations using paper employee filing or an outdated document management system could find themselves spread thin with the added manual administrative tasks.

Choosing the Best Document Management Solution for Your Organization

Employers must adopt a comprehensive HR document management system to knock down barriers and achieve full employee record compliance with the mandates. With the robust framework of DynaFileโ€™s scan to cloud HR document management solution, your organization can overcome these hurdles and leverage the power of instant and secure reporting that provides actionable insights.

Keep in mind that your chosen HR document management solution should solve these crucial issues:

  1. COLLECTING VACCINATION RECORDS FROM ALL EMPLOYEES

DynaFile Public Upload Feature
With a simple, secure link, employees can upload their COVID-19 vaccination card or weekly test results. Then they are reviewed and saved directly to the employeeโ€™s online personnel file by an HR team member. As a result, your HR leadership can instantly access these records to confirm compliance with the new mandates.

  1. TRACKING VACCINATION RECORDS AND WEEKLY COVID-19 SCREENINGS

Simplify Record Compliance with Exception Reporting
A complete document management system, like DynaFile, can automate your folder checklist to show you exactly what files are missing, coming up for renewal, or expiring soon. You can create a COVID-19 summary audit report showing the effective date of the weekly test, vaccine type, and date of fully vaccinated employee status. As we continue our battle with the pandemic, the reports will include any booster vaccines. The best part of this kind of reporting is seeing who has specific documents in the system and those missing a particular record. HR leaders can always export reports in excel to share with department or location managers as needed.

  1. UPDATING COVID-19 COMPANY-WIDE POLICIES

DocuSign Integrations with Bulk Send
When employees must renew a vaccine-related form or update documentation for their folder, they can do so digitally as well. First, send staff a link to the documents they need to complete. Then, the signed forms are automatically saved in their folder for long-term file management. 

  1. PROVIDE AUDITORS WITH PROOF OF COMPLIANCE

DynaFile Secure Document Links
Simplify your record audits with a system that can track required documents for vaccinations and weekly test results. With files centralized in the cloud, you can easily lock down access to sensitive types of files, as well as define group-level access. If an auditor needs to check compliance, simply give them access to the specific documents they request, and they can view them remotely from the cloud. 

Take the Next Steps and Empower Your Team Today

After more than a year of uncertainty, organizations continue to navigate the rapidly changing environment. HR leaders are at the forefront of initiatives to respond to a wide range of changes. DynaFile can be fully implemented in under 30 days and includes a dedicated account manager. You receive personalized training and ongoing support at no extra cost. 

Contact us today to see a demo or discuss further with a brief discovery call. We look forward to hearing from you!

Filed Under: Electronic Filing, Paperless Onboarding, Record Compliance

  • « Go to Previous Page
  • Go to page 1
  • Interim pages omitted …
  • Go to page 3
  • Go to page 4
  • Go to page 5
  • Go to page 6
  • Go to page 7
  • Interim pages omitted …
  • Go to page 24
  • Go to Next Page »

Footer

dynafile-footer

Dynafile gives your teams secure, immediate access to the documents they need, with automated scanning, effortless retrieval, refined segmentation, onboarding integrations, and customized compliance reporting in the cloud.

DEMO DYNAFILE
  • Company
    • Tour
    • Customers
    • Partners
    • Careers
    • Contact Us
    • Compliance & Certifications
    • Advocacy Program
    • Cookie Policy (EU)
  • Features
    • Cloud Workflows
    • Cloud Storage
    • Scanning Automation
    • Automated Onboarding Integrations
    • Seamless Integrations
  • Solutions
    • Human Resources
    • Education
    • Healthcare
    • Accounting
    • Contract Management
    • Distribution
    • Real Estate
    • Staffing
    • Other Solutions
  • Resources
    • Press Releases
    • Blog
    • FAQs
© 2025 Blue Ribbon Technologies. All Rights Reserved. | Privacy Policy
Facebook linkedin youtube instagram twitter
  • DPA
    • 20211021
  • Resources
    • Press Releases
    • FAQs
    • HR Guides
    • Blog
  • Sandbox
  • EULA
    • URL
    • Page URL
    • NPM
  • Open Source
  • DynaFile for Healthcare
  • Lead Referral Partner
  • DynaFile for Education
  • DynaFile for HR
  • Explore DynaFile
  • Landing Page V1
  • Test Page
  • DynaFile Quick Tour
  • Cookie Policy (EU)
  • Company
    • Compliance & Certifications
    • Advocacy Program
    • History
    • Careers
    • Customers
    • Partners
    • Contact Us
  • Features
    • Cloud Workflows
    • Seamless Integrations
    • Automated Onboarding Integrations
    • Cloud Storage
    • Scanning Automation
  • Solutions
    • Human Resources
    • Distribution
    • Contract Management
    • Accounting
    • Healthcare
    • Education
    • Real Estate
    • Other Solutions
    • Staffing
  • Tour
  • Landing Page
  • Homepage
  • Privacy Policy

  • Company
    • Tour
    • Customers
    • Partners
    • Careers
    • Contact Us
    • Compliance & Certifications
    • Advocacy Program
    • Cookie Policy (EU)
  • Features
    • Cloud Workflows
    • Cloud Storage
    • Scanning Automation
    • Automated Onboarding Integrations
    • Seamless Integrations
  • Solutions
    • Human Resources
    • Education
    • Healthcare
    • Accounting
    • Contract Management
    • Distribution
    • Real Estate
    • Staffing
    • Other Solutions
  • Resources
    • Press Releases
    • Blog
    • FAQs
Manage Cookie Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}