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Paperless Onboarding

Paperless Employee Onboarding Eases Growing Pains for Businesses

November 4, 2014 by Andrew Roberts

Companies growing a fast rate put a heavy strain on their Human Resource departments. Paperless employee onboarding can help ease growing pains for thriving businesses.


Transform your HR processes with paperless employee onboarding. DynaFile offers quick conversion of existing files and a seamless onboarding experience. Empower HR with instant retrieval, secure sharing, and integrated e-signatures. Eliminate paperwork hassles and enhance efficiency. Explore DynaFile today!

Growth is a great thing for a company. A healthy, growing organization means more business; and more business means more revenue. When a company grows very quickly, however, they can run into certain snags. For one thing, the Human Resources department gets hit hard. A lot of effort goes into hiring a new employee and much of it is in the form of paperwork. Onboarding a new employee can generate tons of it. That’s why paperless employee onboarding has become extremely popular lately. Now HR departments can get new employees “papered up” without a single sheet. Here’s how it works.

Paperless employee files are the ticket.

Going paperless in your HR department is a great way to give time back to your staff. Paperless employee files allow for instant retrieval, secure sharing and easy audit protection. A scan-to-cloud system is your best bet here. Scan-to-cloud filing solutions combine a cloud filing system with scanning automation tools. This means you can convert your existing paper files fast and then manage them more efficiently from the cloud. Going forward, you won’t have to print out paperwork just to scan it back into the system. Simply save the digital versions of the documents directly into an employee’s folder.

This is especially helpful for large organizations with offices springing up across the country. Getting information and documentation back and forth between offices can be a struggle. However, with paperless employee files, you can allow staff at your satellite offices to access the information they need. You can even designate specific types of documents to give them access to. For example, you may want to give managers access to performance reviews, but obviously not an employee’s protected health information (PHI).

Add in online forms and esignatures for paperless onboarding.

Now that you’ve taken your existing employee files paperless, it’s time to stop creating that paper in the first place. By integrating online forms and electronic signatures, you can take your employee onboarding process completely paperless as well. Online forms allow new hires to complete their onboarding packets from home, before their first day on the job. Electronic signatures capture a legal and binding signature from new employees on every document that they complete in the packet. No more dealing with over-nighting, snail mail or faxes for employees being brought on at different locations. All paperwork can be completed remotely at their leisure.

HR can even include an area for the recipient to attach a copy of their photo ID or a voided check for direct deposit. For agreements where supporting documentation needs to be reviewed, like a Policy & Procedures acknowledgement, the new hire can be required to review the employee handbook before signing. Any field on your paperless onboarding forms can be set to “required” so the days of chasing down new hires about incomplete information is a thing of the past.

Take a look at the process step by step.

There are different ways that companies offer paperless onboarding solutions. At DynaFile, it happens through an integration we have with DocuSign, the global leader in digital transaction management and electronic signatures. Here’s how it works:

  1. HR selects appropriate employee onboarding packet
  2. HR enters new hire’s name and email address and clicks “send”
  3. New hire receives email with secure link to onboarding packet
  4. New hire reviews, fills out and signs all onboarding documentation online
  5. Onboarding packet gets routed to next person in workflow (maybe HR or Payroll)
  6. Once workflow is complete, onboarding packet is delivered back to DynaFile
  7. HR is notified to quality check onboarding documentation, clicks “approve”
  8. New employee folder is automatically created in DynaFile and all onboarding documentation is filed within

It’s as simple as that! Once your onboarding packets are set up in DocuSign, it takes about 30 seconds to send one out to a new hire. Simply enter their name and email address and you’re good to go. Just think of how much time that can save a high growth business! Plus, with all of the validation and requirement options built into DocuSign, your onboarding templates can be created to fit your exact business needs. This eliminates common frustrations like incomplete forms, SSN’s with the wrong number of digits, unsigned documents, etc.

Take your Human Resources department paperless.

To learn more about going paperless in your HR department, contact us today. DynaFile has been helping HR operate more efficiently for over 15 years. We help you make the transition to paperless as smooth as possible with scan-to-cloud features. From there, you can manage your employee more efficiently from the cloud. Integrated online forms and esignatures allow for a paperless onboarding solution that’s easy, intuitive and saves a ton of time.

Filed Under: Cloud Storage, Electronic Filing, Paperless Onboarding

Human Resource Management: HR Manages Employee Files with Hybrid Filing System

October 15, 2014 by Andrew Roberts

HRIS and HRMS can be very beneficial but don’t always provide a practical way to manage employee files. Consider including a hybrid filing system in your HRM strategy.


HR Manages Employee Files with Hybrid Filing System

Human Resource departments have a lot going on. There is a ton of data that needs to be tracked and aggregated. Most companies will utilize a variety of systems to help them do this. Human Resources Information Systems (HRIS) and Human Resources Management Systems (HRMS) are popular choices. Unfortunately, many do not include a practical solution for employee file management.


The Problem With Paper

Although most companies already utilize some sort of HRIS or HRMS, many still rely on a traditional paper-based filing system to manage their employee files. However, as anyone who has worked in HR can tell you, dealing with paper files can be frustrating. To maintain compliance, each employee typically has 3 – 5 separate files. This causes information to be duplicated across the organization, making finding what you’re looking for a complete nightmare. Distributing documentation becomes a serious chore, and information security becomes nonexistent. Working with paper is inherently tricky, but you can only go paperless to a certain extent. Employees will inevitably deliver applications, onboarding forms, PTO requests, and the like to your office in paper format, no matter how hard you try to avoid it.


A Hybrid Filing Solution

Human Resource departments have been increasingly looking towards hybrid filing systems to help them manage their employee files easier. A hybrid filing system combines a couple of key components:

  1. Document Management System
    • Stores employee files in electronic format
    • Instant document retrieval for authorized staff
    • Allows for safe distribution of information
    • 24×7 secure access from anywhere
    • Ability to control access to specific sections of employee files for groups of staff
  2. Scanning Automation Tools
    • Automates conversion of paper files to digital
    • It makes it easy to get misc. paper documents into the system on an ongoing basis
  3. Online Forms & e-signatures
    • Allows for paperless onboarding
    • Replaces any pen and paper process where forms need to be filled out and signed

With a hybrid filing system, you no longer waste time rummaging through filing cabinets. Sign in to your digital filing cabinet and do a quick search to bring back exactly what you’re looking for in seconds.


Benefits of a Hybrid Filing System

The benefits of a hybrid system are huge! Your department will realize the value instantly with hours saved and costs reduced. Here are just a few of the ways a hybrid filing system can benefit your organization:

  • Significantly reduce the time it takes to file/retrieve documents from employee folders
  • Consolidate employee information into one folder per employee
  • Control access to specific sections of employee files for different groups of staff
  • Run internal audits and exception reports on the fly to ensure employee documentation is up to date
  • Provide external auditors limited access to individual employee files or specific sections of employee folders
  • Share information safely and much more efficiently between different offices
  • Use paperless onboarding to get new hires “papered up” without a single sheet (use the same process for PTO requests, pay grade increases, benefits enrollment, and more)
  • Free up valuable office space by eliminating the need for bulky filing cabinets
  • Save on costs associated with paper, folders, filing cabinets, printers, copiers, postage, etc

The list goes on and on. Going paperless in your Human Resources department makes a lot of sense, but be sure you have a quick and straightforward solution to get your paper files into electronic format in the first place. And, on an ongoing basis, a practical way to deal with the miscellaneous paper coming in. A hybrid filing system makes this easy and lets you replace pen and paper forms with a completely digital process so you stop generating paper in the first place.

Our hybrid filing solution has been helping HR go paperless and manage employee files more efficiently for over 15 years. Scanning automation tools help you quickly convert your current paper files to electronic format and then securely manage your employee documentation from the cloud. Integrated online forms and e-signatures allow for a simple and effective employee onboarding process that is entirely digital.

Schedule a demo today and learn how to upgrade your filing system with DynaFile.

Filed Under: Cloud Storage, Digital Transformation, Electronic Filing, Paperless Onboarding, Record Compliance, Scanning Automation

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