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2020 Solutions for Personnel Forms in the HR Department

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Are there still gaps in the HR signature process?  Use these tips to fine tune your 2020 personnel form process and start next year strong. 

Enhance your HR operations with 2020 solutions for personnel forms. Embrace custom templates, automatic filing, and audit tracking with DynaFile. Streamline processes and ensure compliance. Discover how San Diego Zoo benefits from our solution. Join us for more insights.

Paper forms are still a reality for many professionals in the Human Resources department.  Even if some forms can be completed and signed digitally, there is often an opportunity to streamline the process further.  Here are a few solutions for personnel forms to get your team ready for 2020. 

Custom Templates

One of the most common challenges with your HRIS or Payroll system’s “onboarding” module is the limitation on types of forms that can be completed.  Many times you are limited to only standardized tax forms.  

But, what about forms that are specific to your organization or industry?  There are tons of companies that still use paper forms for things like policy acknowledgements, performance evaluations, employee change forms, PTO requests, and more. 

A digital signature solution that is flexible enough to handle your custom forms is essential for driving paper out of the HR department.  DocuSign, for example, is a popular option that does not limit the types of forms that can be used.

Automatic Filing

After forms are completed and signed digitally, where do they land?  A lot of HR teams find that their HRIS or Payroll system does not provide a compliant way to manage employee documents digitally.  So, onboarding forms are still printed and added to a traditional paper personnel folder. 

An electronic filing solution that is designed for HR should make long-term compliance easy.  DynaFile, for example, will automatically file your completed forms in the cloud after the signature process.  Each form is tagged individually so the system can:

  1. Save all documents in the correct location;
  2. Control access to sensitive documents like I-9 and Medical;
  3. Show you missing or expiring documents in staff folders

Audit Tracking

Receiving a file request from an auditor can be a stressful scenario, but it doesn’t have to be.  With your personnel files being tracked, you can always be sure staff folders are up-to-date with required documents. 

Reports can show your team if folders are missing documents or include forms that need to be updated.  You can even provide a secure link to auditors so they receive a copy of the documents they request remotely.

Next Steps for 2020

If you would like to fine tune your forms and file management process for 2020, contact us today.  DynaFile provides a shortcut to the cloud and lasting compliance tools that save HR time long-term. 

Take a look at how organizations like San Diego Zoo utilize DynaFile and DocuSign to streamline the HR department:

Case Study:  San Diego Zoo – Paperless HR

Is Your HR File Management Strategy Ready for 2020?

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Iron out your HR file management strategy now to start fresh in 2020. Your team will thank you!

Elevate your HR processes with an optimized file management strategy for 2020. Ensure compliant cloud storage, seamless audits, and fast paperless transitions with DynaFile. Equip your HR team for the new decade's challenges. Discover two decades of trusted solutions. Reach out to learn more!

Now is a good time to start thinking about your employee files.  Are documents easy to find when you are audited?  Can teams access the files they need from different locations?  Is paper still slowing down your current process?  Time to get your HR file management strategy ready for 2020. 

Compliant Cloud

Not all ‘document clouds’ are created equal.  Many are simply a storage place that can become a ‘virtual junk drawer’ instead of an organized, useful system.  This can cause compliance issues down the line.

HR document management software is the solution.  These systems allow you to consolidate employee documentation in one compliant cloud.  Files are indexed and highly organized so you can control access to sensitive types of documents like I-9’s, Medical, and other Confidential records. 

Audits now become seamless.  Reports keep track of required and expiring documents in staff folders automatically so there is never a scramble in the event of an audit.  You can give auditors access to just the files they need to see while eliminating file requests from payroll, location partners, and department managers.

Paperless Shortcuts

If you’re still dealing with paper, a scan-to-cloud document management system can help.  HR can digitize existing files fast and easily manage future paper.  These filing solutions make going paperless easier by skipping many of the steps in the scanning process. 

In order to eliminate paper from the start, your onboarding forms can be completed online, too.  Replace a slow signature process with forms in the cloud.  Once finished, all signed forms are filed in the new hire’s folder – and labeled – automatically.  That means that your audit reports, access rules, and retention schedules start working for you immediately. 

Start Fresh In 2020

If you’re looking for a better way to manage employee files, DynaFile can help.  Most HR teams are up and running in under 30 days so you can start fresh in 2020.  With a shortcut to paperless and lasting compliance advantages, DynaFile is has been helping organizations streamline the HR department for over 20 years.  Contact us today to learn more. 

HR Document Management Soothes Compliance Concerns for Personnel Forms

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With the right HR document management strategy, concerns about personnel form compliance are a thing of the past.

Simplify HR compliance with advanced document management solutions. Go paperless with digital personnel forms, streamline signatures, and ensure sensitive data is protected with role-based access. DynaFile offers two decades of expertise in revolutionizing HR processes, ensuring you're always compliant. Discover the future of HR documentation; reach out to us to explore the potential of DynaFile.

Maintaining compliant employee records is an important part of any organization.  Documentation typically includes onboarding forms, policy acknowledgements, medical information, performance evaluations, credentials, trainings, and more. 

The responsibility of keeping personnel folders compliant usually falls on the shoulders of the human resources team – and it’s not an easy job.  However, with the right HR document management strategy, compliance concerns are a thing of the past.  Here are some tools that can make the process much easier. 

Streamline Your Signature Process

You can replace much of your paper process with online personnel forms and digital signatures.  Now all of your forms can be signed and filed in the cloud where you can find them instantly without dealing with paper or manually setting up folders.

You’re not limited to just tax forms, either.  Policy acknowledgements and other company-specific forms can be done the same way.  The best part is that each form is individually identified and automatically filed after the signature process.  This means that tracking files long-term becomes incredibly easy.

Always Know What’s in the Folder

It can be difficult to keep track of forms after everything is completed and signed.  With digital personnel forms, HR can save a ton of time on long-term document management through reports.  There’s no need to manually go into each folder to check. 

For example, you can automate your onboarding checklists, track expiring documents (or documents that get renewed), and easily control retention rules.  That way, you are sure that your employee records are always up-to-date with all required documentation. 

Control Access for Different Teams

A big part of personnel record compliance is keeping sensitive information separate and safe.  This means limiting access to view documents like I-9 forms, medical files, or confidential folders to just authorized staff.  With the right document management system, HR can easily segment access to these files from the cloud. 

It’s common to use role-based access to allow Payroll to only add or view payroll-related documents, for example.  In a similar way, you can give location or department managers access to just their own staff files.  You can even provide auditors or legal entities a copy of just the files they request without the need for any paper.  All of this cuts back on traditional file requests and the long waiting periods associated with it. 

Take the Next Step for Your Files

If you have an interest in streamlining your HR form and file management process, please let us know.  DynaFile is the paperless HR solution with twenty years of experience.  Your team will save time and increase compliance without ever having to print, make copies, or scan paper documents.  Contact us today for a quick intro to see if DynaFile is a good fit. 

Scan to Cloud Filing Give HR a Shortcut to Digital When Paper Piles Up

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A quick switch to digital and lasting ROI are important when taking HR paperless. Here’s how scan to cloud filing systems provide a powerful paperless HR solution.

Boost HR efficiency with scan to cloud filing solutions. DynaFile's innovative technology provides shortcuts for a paperless transition, making HR document management hassle-free. Enjoy seamless digital integration and stay effortlessly paperless. Experience the revolution in HR documentation; see what DynaFile can do for you – book a demo now!

If your Human Resources team is still managing employee files the old fashioned way, you’ve probably considered going paperless.  Digitizing personnel folders brings lasting advantages that streamline HR document management long-term. 

A fast and quality-approved process for employee file conversion is critical to ensure a seamless transition.  Just as important, though, is providing an efficient HR file management system for after scanning is completed.

Here’s where a scan to cloud filing system for HR shines by providing a shortcut to digital, along with many time-saving paperless solutions that last. 

Go Paperless Fast

Scan to cloud filing systems are unique in that they include shortcuts to paperless for your HR team.  DynaFile, for example, provides unique scanning automation tools to digitize entire employee folders at once, as well as easily handle future paper coming in.  This reduces the time required for scanning and filing dramatically. 

The beauty of a system like this is that it allows you to skip many of the steps in the typical conversion process by scanning directly to the cloud.  This makes digitizing personnel folders in-house a breeze for HR, temps, or interns; but also gives you the option to outsource the scanning if you like. 

Manage Files Easier

There should be a long-term strategy in place for when scanning employee records is finished as well.  Simplifying compliance and building in efficiencies to save your teams time are what make taking HR paperless a big win.

The ability to centralize employee files in one secure place makes HR document management so much easier.  Now you can eliminate record silos to give teams access to the specific files they need, simplify your audit process, and streamline all of your form workflows. 

Stay Paperless

A big challenge with going paperless is actually staying paperless.  Scan to cloud filing systems include shortcuts to batch in paper or digital documents alike as time goes on – so there’s never a need to print.  

Some solutions, like DynaFile, can even tie in to your existing systems to automatically file forms after completion.  This can save time across the entire HR team by streamlining the onboarding process, as well as workflows for post-hire forms. 

Paperless In 30 Days

DynaFile is a scan to cloud filing system designed for Human Resources professionals.  With over 18 years of delivering document management solutions that boost efficiency and cut costs, DynaFile is your paperless pro. 

Most HR departments can be start paperless in 30 days or less.  Want to see if DynaFile is a good fit for your team?  Contact us today to see a demo!

Best Document Management Software of 2019 Updates HR for Big Benefits

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In 2019, the best document management software focuses on teams that deal with the most files. Think of HR for one of the best document management upgrades in 2019.

Discover 2019's top document management software tailored for HR. Centralize documents, simplify compliance, and transition smoothly to a paperless environment with DynaFile. Elevate your HR operations, improve productivity, and reduce costs. Experience modern HR file management. Schedule a DynaFile demo today!

As January ramps up, a lot of organizations are looking to improve processes for the coming year.  One of the biggest areas to consider is the filing or document management process.

But what exactly should professionals look for in the best document management software?  2019 is here and so is an ever-growing paperless trend.  It’s a good idea to start with areas of business that deal with the highest volume of paperwork first.

Here’s why you should think of the Human Resources team for one of the best document management upgrades in 2019. 

Centralized Document Management

These days, it is common practice for organizations to have remote staff and teams dispersed across many locations.  This tends to make document management difficult for HR as files can inevitably become silo’d in different places.  

For HR, the best document management software of 2019 will allow for centralized access to files.  Cloud solutions ensure files are instantly available across different teams, making record requests faster than ever before.

Simplified Record Compliance

When files are on paper or spread out across different systems, maintaining compliant employee records can be a huge challenge.  The best HR document management solutions in 2019 will make compliance easier for everyone involved.

Long-gone are the days of manually tracking required, expiring, and renewable documentation in staff folders.  Today’s document management systems can automate your folder checklists to show you exactly what files are missing, coming up for renewal, or expiring soon.  In a similar way, you can automate your retention rules to digitally shred documents once they’ve reached their term limit.  This can save compliance and credentialing teams a ton of time.

With files centralized in the cloud, you can easily lock down access to sensitive types of files, as well as define group-level access for roles like Payroll, Benefits, or Legal.  This cuts back on internal file requests significantly, while still giving you the option to make specific requested files available to an auditor or an attorney remotely. 

Long-Term Paperless Answers

Many groups are still working with paper files and the Human Resources department is no exception.  If you’re coming from a paper environment in 2019, the best document management software could be a scan-to-cloud solution. 

Scan-to-cloud document management systems have powerful scanning automation tools built right in.  These allow you to digitize and file entire employee folders with one single scan.  Going forward, batch scanning tools make it easy to scan in a stack of paper and easily file it away in the correct place from your computer screen.

To eliminate paper from the very beginning, look for a document management solution that includes online forms and e-signatures.  This allows for onboarding and other forms to be templated online to be used time and time again.  Staff can review, complete, and legally sign forms from the cloud without any paper generation.  Once finished, their forms are automatically filed in the correct location in the employee’s digital folder. 

Upgrade In Under 30 Days

Considering filing options for this year?  DynaFile is one of 2019’s best document management systems for HR.  For over 18 years, DynaFile has been helping organizations eliminate paper, increase productivity, and cut costs.

DynaFile is a scan-to-cloud document management system designed specifically for Human Resources professionals.  Contact us today for more information or a demo to see how DynaFile can give time back to your team. 

Paperless Onboarding in 30 Days: How to Start Jan 1

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The employee onboarding process typically generates a lot of paper.  Here are a few ways to start employee records paperless January 1st with online forms and cloud filing. 

Jumpstart your HR's 2019 with seamless paperless onboarding by January 1st. Transition to digital employee records, simplify management, and eliminate bulky paper trails with DynaFile. Streamline new hire processes and experience efficient file management. Ready to transform? Schedule a DynaFile demo today!

Paper forms, PDF email attachments, and faxes are a tough way to start a new employee file in the digital age.  Organizations that experience a lot of growth, have a highly seasonal workforce, or tend to see a lot of turnover know the struggle best. 

Here’s how to take HR paperless for 2019 to improve onboarding and file management for your HR team.

Paperless Onboarding Forms

Going from paper to digital new hire forms is a game changer.  Onboarding packets can be reviewed, completed, and signed online before an employee’s first day (or in person at the office).

Solutions like DynaFile can automatically file forms after the signature process for easy electronic file management and retention. 

Employee File Management

One of the biggest perks of taking your onboarding forms paperless is that everything starts digital from Day 1.  This means long-term management of employee records is simple.

Cut down on file requests by giving teams access to just the files they need, no matter where they’re located.  Audit reports keep track of required and renewable documentation in staff folders automatically.  And best of all, when it’s time for an audit, make just the files requested available to your auditor remotely.

Scanning Paper HR Files

Now, what to do with the paper employee files you have right now?  A scan-to-cloud solution like DynaFile can help your HR team take a shortcut to paperless. 

Built-in scanning automation tools allow you to file while you scan to bring in entire folders at once and manage ongoing paper easily. 

Start Paperless Jan 1

With DynaFile, most HR teams can start paperless in 30 days.  Want to start Jan 1 or earlier?  Contact us today to learn more with a demo!

DynaFile has 18 years of excellence helping organizations save time and cut costs with their files.