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Electronic Filing

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 from—even if the details appear accurate—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 media—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 DynaFile’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 employee’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

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 “in office” counterparts while also reporting higher levels of job satisfaction.  It’s the ultimate win-win. 

As you think about your own model, don’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.  There’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 – and paper employee files are not something you’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, you’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

Access Personnel Files from Anywhere During the Coronavirus Shutdown

March 24, 2020 by Andrew Roberts

With COVID-19 disrupting business processes across the globe, a secure HR file cloud has become more important than ever.  When there is an urgent need to access crucial personnel documents, is your team prepared?


Empower HR with DynaFile during COVID-19 for instant, remote access to personnel files. Ensure audit-readiness, easy document updates, and seamless management. Adapt quickly with our expertise. Reach out to get started today!

If personnel files are on paper or just difficult to access from outside of the office, now is the time to prioritize HR’s file management strategy.  Here are a few things to consider when it comes to personnel files and remote access for your HR team during the coronavirus shutdown. 

Instant Access

How long does it take to find a specific document for any given employee?  What if you’re working from home and unable to be in the office?  It’s crucial to know that HR can reach important personnel documents with just a couple clicks – from anywhere.  A secure HR file cloud provides an easy to way to stay connected. 

Audit Readiness

A file request can come from an auditor, attorney, or management at anytime.  Are your personnel files ready when the time comes?  Ensuring folders include all required documents – and that those documents are not expired – keeps your team prepared.  With the right HR file solution, you can track important documents to always know personnel files are ready for upcoming audits.

Document Updates

What if your personnel files are missing critical documentation?  Are you able to append and update files remotely?  HR should be able to easily add documents to personnel folders and have staff complete forms online if need be.  Nowadays, there’s no reason not to have an up-to-date personnel file, even when working from home.  

Get Up To Speed Today

DynaFile is a secure HR file cloud that makes managing personnel documents easy from anywhere.  Be up and running fast with expert assistance and over 20 years of experience.  Contact us to get setup today. 

Filed Under: Electronic Filing, Record Compliance

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

2020 Solutions for Personnel Forms in the HR Department

December 17, 2019 by Andrew Roberts

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

Filed Under: Electronic Filing

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