Electronic Filing

Having a digital onboarding process is becoming the norm, but many companies still wind up printing after signature or end up with documentation silo’ed across different areas.  Here’s how you can adopt a more paperless strategy to streamline onboarding and file management across the entire HR team. 

Online Workflows

A lot of companies have a solution for getting tax forms and other generic onboarding documents filled out digitally.  Unfortunately, most companies also have additional documentation that may be difficult or unavailable for completion through recruiting solutions.  This can lead to employee files becoming increasingly difficult to manage when they are dispersed across various formats, systems, and physical locations. 

By choosing a signature solution that is flexible enough for all of the forms your team deals with can be a huge plus.  DocuSign, for example, allows you to create reusable templates for all of your forms and works with DynaFile to automatically file after signature.

Hybrid Filing

You can go as paperless as you like with your signature and file management process, but – let’s face it – someone will inevitably hand you a piece of paper.  Hybrid filing solutions can be very valuable here as they include easy ways to bring in both electronic and paper files. 

For example, DynaFile users can drag-and-drop digital files into employee folders, but also makes it easy to file paper in bulk.  Scan new paper directly to employee folders or automate the scanning of your legacy paper to move to digital fast.

Lasting Benefits

By starting employee files electronic from the start, HR will see a ton of lasting benefits.  Since your files are centralized in the cloud, teams can access to the files they need from anywhere, at any time.  There’s no longer a lag between getting files back and forth between different HR roles, Payroll, and managers.

Audits become much easier, too, since all of your files are digitally cataloged.  Just run a report to see exactly which staff are missing required documents from their folder or have a form coming up for renewal.  When an auditor requests to review files, you can simply give them limited, remote access to just the documents the want to see. 

Getting Started

Summer is one of the most popular times for HR to consider making changes to the onboarding and filing process.  With DynaFile, your HR team can move to a more streamlined, paperless onboarding and filing strategy in 30 days. 

Want to learn more?  Contact us today for a quick call to see if DynaFile would be a good fit for your HR team!

A lot of HR departments already have a partially digital process in place for onboarding.  Unfortunately, emailing PDF’s can be a very unreliable way to get forms signed compliantly, and Payroll systems are typically limited to tax forms for the types of documents that can be used.  Either way, after completion, most companies still wind up printing forms and creating a paper file, or use a network file share that can be tough to manage long term. 

Here’s how a switch in the onboarding and filing process can give time back to the HR team this summer. 

Digital Forms with eSignature

Moving forms to the cloud with an esignature provider like DocuSign can save HR a ton of time during the onboarding process.  New hires can review, fill out, and legally sign all of their onboarding documents online before their first day.  Or, they can complete them on a computer or tablet in the office. 

HR can create templates for various onboarding packets that are ready to use as soon as a new hire joins the team.  You can include any type of form in your templates, too, so you are not limited to just tax forms.  Easily make acknowledgements, data sheets, and other organization- or role-specific forms part of the packet new hires have to complete. 

Automatic Filing

After all forms are completed and signed, they can automatic create the folder structure for your new hire and save everything in the correct location.  DynaFile’s integration with DocuSign, Adobe Sign, and iCIMS works in this very way.

The best thing about having your new hire forms filed digitally after onboarding is that all of your audit reports and access rules are also automatically applied when everything is filed.  This streamlines onboarding and filing to make long term file management extremely easy for the HR team.

Easier File Management

Managing files going forward is now much easier with employee documentation being created, completed, and filed electronically from the start.  HR filing systems like DynaFile bring big benefits here.  

Now teams across different offices, roles, and levels can instantly access the files they need from anywhere.  Audit reports inventory documents that are required to be in staff folders and let you know if anything is missing or coming up for renewal.  You can even share the files auditors request remotely so they don’t have to come on site.

Best of all, you have full control of how you manage paper in the future.  With DynaFile, you can file while you scan to take a shortcut to electronic employee files.  On a go-forward basis, easily scan or drag-and-drop additional documentation directly into employee folders. 

Start This Summer

For companies with high growth or seasonal workers, a streamlined onboarding process is key.  With DynaFile, you can move to online forms with automatic filing and easy long term management in just 30 days. 

Contact us today to learn more!

Going paperless brings huge benefits for HR like instant file access across teams, smoother onboarding, and easier long-term file management.  It can be tricky, though, consolidating employee files across locations, departments, systems, and formats.  Here’s how a new filing system for HR can make file management easy by eliminating record silos and creating efficiencies for the entire team. 

Centralized File Management

The ability to remove record silos is a big plus to managing your employee files electronically.  HR Filing systems like DynaFile are HIPAA-compliant, making it safe to consolidate employee files from paper and different systems into one central cloud.

Access rules are used to control exactly what documents specific employees can see in the system.  In this way, you can easily consolidate with compliance by keeping unauthorized eyes off of documents they shouldn’t see. 

In the same way, there’s no longer lag-time between sharing documents between HR, Payroll, and supervisors.  Each team or individual can have instant access to just the files they need.

With your employee documents in one HR filing system, compliance becomes so much easier.  Auditing becomes simple with file audit reports for HR and limited, remote access for auditors.  Backup, retention, and disaster recovery is automatic. 

Streamlined Onboarding

When all of your employee files are stored and managed digitally, pen-and-paper forms start to become less relevant.  Now new hires can review, fill out, and legally sign all of their onboarding forms online before day 1 or on a computer in the office during orientation. 

HR filing systems like DynaFile connect with onboarding solutions like DocuSign, iCIMS, and Taleo to automatically create your new employee’s folder after onboarding is complete.  There’s no need to create folders and name each document manually. The system will take care of that for you, along with applying all of your access rules and audit reports automatically.  

A Shortcut to Paperless

Moving to a digital onboarding process is a huge step towards eliminating paper generation in the HR office.  What about all of your existing paper files, though?

Paperless HR solutions like DynaFile give you the advantage of scan-to-cloud filing.  HR can use barcode processing to automate the scanning of all paper employee files in-house.  There’s no need to scan to your desktop, name files, create folders, etc.  Instead, just slide a couple of barcode sheets in front of each section of the paper file and scan all at once.  DynaFile will pick up exactly how to file everything based off of your barcode pages. 

After scanning your back files, it’s important to remember that you can only be as paperless as your staff and coworkers.  Going forward, easily scan or drag-and-drop future files directly into employee folders in the cloud, no barcodes needed. 

New HR Filing System This Spring

Ready for a new filing system for HR?  Make the switch to DynaFile this spring and your HR team can be paperless in 30 days. 

Give time back to HR by eliminating record silos, smoothing out your onboarding process, and making the switch to digital quick and painless. 

Contact us to learn more about taking HR paperless with DynaFile. 

Gearing up for a busy hiring season can be exciting and a little bit stressful.  If your organization does a lot of seasonal hiring, you may be looking for ways to improve the process. 

Are new hires still reviewing, filling out, and signing their forms on paper?  Or, maybe they complete those forms digitally, but they are printed afterwards? 

Nowadays, there’s an easier way for new staff to complete their onboarding forms and for HR to manage them going forward.  Introducing, paperless onboarding.

Remote Onboarding

With remote onboarding, your new hires can complete most or all of their onboarding forms online before their first day.  Online forms and electronic signatures replace pen-and-paper processes.

Multi-person workflows can route onboarding documents to managers, payroll, and other team members so they can perform their roles without the need for paper generation as well.

Once your workflow is completed, all finished onboarding documents automatically create the new hire’s folder and file everything inside with your audit reports and access rules applied.

In-Person Signing

There are a few ways to help streamline onboarding if it still makes sense to have forms signed in-person, too.

New hires can go through a digital process like the remote one detailed above from a computer or tablet in your office.  This might be helpful if you typically get a lot of questions during onboarding. 

If paper forms are still easiest, HR can now automate the scanning, folder creation, and filing of those documents after they are completed on paper.  Barcodes are embedded on your forms so that the barcode appears every time you print your onboarding packet for completion.  After signature, simply scan the entire packet with a ID page in front and the system will know from the barcodes exactly how to file everything electronically. 

Ongoing Benefits

Since onboarding forms can be a big contributor to paper in your employees’ folders, starting digital from Day 1 is a huge advantage.

Now different teams can access the documents they need from anywhere without lag time between offices.  Give groups like Payroll and Managers access to just the types of files they need.

HR audits becomes a lot easier, too.  Make requested files available to auditors remotely so there’s no need for in-office visits, and run your own audit reports to ensure all employee folders are up-to-date with required documents. 

Starting Paperless This Spring

With DynaFile, most HR departments can be paperless in 30 days.  Start new hires without the need for paper generation and manage files easier over the entire course of their tenure. 

Would your HR team like to start paperless this spring?  Contact us today to learn more about going paperless with DynaFile!