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Paperless Onboarding

Post-Pandemic Data Breach Lesson 101

June 9, 2022 by Andrew Roberts

Maintaining Compliance & Employee Records Security While Working Remotely.


In a post-pandemic world, data breaches are a growing concern. Discover how DynaFile's electronic filing system ensures HR compliance and record security, even when working remotely. From encrypted sharing to automated onboarding and controlled access, safeguard your sensitive data and adapt to the new work dynamics. Learn more about DynaFile's trusted solutions today!

Recent news of the Supreme Court of the United States Data Leak has only strengthened the argument that companies behind the times on security measures put themselves at risk of exposing proprietary information to the public. As businesses navigate the new working environment in post-pandemic times, they should closely look at the systems and policies in place regarding handling sensitive employee records.

Think about how many confidential employee files your HR department processes. Each employee on your staff can have hundreds of paper files with personal information ranging from their address, medical information, payroll data, CVs, and application forms, to tax information. Now think about how many of your employees work remotely or in a flexible-hybrid scenario. When working in the office, security issues are mitigated by physical control of employee records, firewalls on electronic devices, secured networks, document shredding, and locked filing cabinets. Although you may have secure digital workflows in place when your team is in the office, managing sensitive employee files when working offsite can often lead to unintentional mishandling of data. Next time you are working remotely, take a moment to look at your personal email or shuffle through the papers on your desk. Did you come across a printout of an employee’s job application, or did you forward a work email to your individual account so you could print it from your home printer? If so, you may have inadvertently set your company up for a data breach and severe adverse consequences.

5 Ways an Electronic Employee Filing System Can Keep Your Records Safe
Ensuring employee files are secure, organized, and accessible is critical to keeping HR running smoothly no matter where your employees work. Let’s explore some of the features and benefits of upgrading your current document management strategy to maintain compliance and keep your employee records private.

Share Files with Staff without Printing
Use encrypted document links to share documents with staff or auditors. Select the document(s) you would like to share, and you can copy and paste an encrypted link to those files in an email or elsewhere. A nice feature is the ability to include an expiration date for the access link so your team can limit the access window for the documents they are sending out. Encrypted links are also an excellent solution for getting requested records from a staff member’s folder out to them electronically or as an alternative to giving auditors limited access to specific files in the system.

Online File Storage
Electronic documents can be brought into the system via drag-and-drop drive, saved to DynaFile directly out of the application you’re working on, or “virtually printed” into an employee’s digital folder. Utilizing a cloud document management system provides secure, instant access to your staff files regardless of where your admin or HR team is located. A simple Index Search returns an employee’s electronic file with just a couple of clicks.

Remote Automated Electronic Onboarding
New hires can review, fill out and legally sign all their onboarding documents online before their first day. Once completed, all onboarding paperwork is automatically filed in the new employee’s folder. Forms filled out and signed through DocuSign, iCIMS, signNow, JotForm, PandaDoc, and Adobe Sign can also be automatically published in the employee’s folder once completed.

Worry-Free Compliance Toolkit
Another critical benefit is stress-free HR audit preparation. In a fly-by-the-seat-of-your-pants mentality, policies change at a moment’s notice and need to be sent to every employee quickly. Custom audit reports ensure your employee folders are updated with all required documents, so your team is always prepared for an audit. When the time comes to make your files available to the auditor, give them limited access to just the requested files so they no longer have to go into the office.

Controlled Access
Segmented access rules let you keep one comprehensive file per employee without sacrificing compliance. Assign your team members access to only the staff folders and types of documents that they should have the authorization to view. When they log in, records they don’t have access to will be completely hidden from them. For example, you can limit access to specific sections of employee files like Medical or Benefits that contain Protected Health Information (PHI). Access Rules can be controlled on a per-user basis or for an entire group of users. This makes giving Payroll staff limited access to just payroll documents, an effortless task. 

Redefine Employee File Management
The post-pandemic workforce has become used to remote work, and it has proven to be a success in many instances. It is vital to review your document management processes and ensure your employees know the guidelines that are in place to protect the team’s privacy. Policies need to be updated and training given to all employees in the best practices of handling sensitive information when working from home. Implementing an electronic employee file management system means your team will spend less time filing and set up a winning environment for easier audits, smoother onboarding, and controllable access. 

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!

Filed Under: Cloud Storage, Paperless Onboarding, Record Compliance

Digitize HR Now with Remaining Budgets & Drive Growth in 2022

December 3, 2021 by Andrew Roberts

Automate your employee file management solution to maximize efficiency and increase performance and productivity in the New Year with year-end budgets.


As 2022 unfolds, consider the transformative power of digitizing HR employee files with DynaFile. Boost efficiency, enhance productivity, streamline processes, reduce paper waste, and ensure compliance. Dive into the digital age, minimize hassle, and supercharge HR operations. Discover why leading HR experts trust DynaFile. Get started today!

As the New Year draws ever closer, many HR Leaders scramble to find effective ways to spend their remaining budgets in a way that aligns with their organization’s goals for the New Year. 

When deciding how to spend those last remaining dollars, it is critical to think strategically about what HR technology will help you reach those 2022 initiatives. Take a moment to list your goals and note any gaps in daily processes that slow down your workflow.

Could you be more effective in the coming year if you addressed any of the following? 

  • Reduce the time spent on manual tasks to maximize cost savings.
  • Address a large backlog of paper in the filing cabinet.
  • Prepare for growth and the onboarding of additional employees.
  • Implement tools and strategies that improve your employees’ work lives by making it easier to complete daily tasks. 
  • Increase Compliance and knockdown hurdles of employee file audits.

If you find that your business objectives align with any of the above, the end of the year could be the perfect time to add new technology to automate and streamline your daily processes. Your chosen employee file management strategy should solve these problems and pave the way for success in the New Year. 

Go Paperless and Instantly Connect Your HR Team to Employee Data
If you regularly receive paper documents, you may find a large backlog of paper in the filing cabinet. This manual process makes a paper-based employee filing system nearly impossible to keep organized. An extensive employee count, rapid growth, or high turnover only make it more difficult. 

DynaFile’s indexed filing solution allows you to store your documents in a secure cloud for instant access from anywhere, at any time. Instead of just dropping files in a folder and hoping you can find them later, every single document is indexed. That means you can effortlessly search to find it 2 or 10 years down the line. You can scan, upload, and retrieve documents quickly in batches instead of going one by one. And, best of all, HR can determine precisely how things are labeled and organized, making it a quick and easy transition to a new system. 

The right paperless HR solution should include scanning automation tools that work right with the filing system. Use these to take a shortcut through converting your paper files instead of wasting time with the tedious traditional scanning process. One of DynaFile’s highlight features, for example, allows you to scan an entire folder at once, and barcodes do all of the filings for you. Barcode recognition converts your paper employee files to electronic format quicker than you ever thought possible, and Batch processing lets HR easily handle the miscellaneous paper coming in. 

Streamline New Employee Onboarding
Employee onboarding is one of the many processes that have been challenging during the pandemic. Completing new hire paperwork on site is not always a viable option. Many companies rely on email, scanning, printing, and other unsecured ways to handle sensitive employee documents during the onboarding process. With many HR professionals working from home in today’s hybrid workforce, compliance and timely access to your files is a real issue.

Implement an electronic employee onboarding solution that gives you the tools to complete the onboarding process remotely. Go digital with online forms from trusted sources such as DocuSign and iCIMS that automatically create new hires’ folders inside DynaFile. From there, your team can easily add documents to staff folders. Streamline document management across the entire employee lifecycle to save time and improve compliance long term. You can connect to other platforms, simplify audits, and control access for different roles – all while ensuring documents are instantly available from anywhere. 

Simplify Employee File Audit Reports 
Keeping employee records up-to-date and compliant can be highly tedious, and the HR team is responsible for ensuring employee files are up-to-date and managed with compliance. When an auditor inevitably requests to check on your files, HR must know their files are current with all required information. 

Simplify your record audits with a system that automatically tracks required and expiring documentation in employee folders. Files are indexed and highly organized so you can control access to sensitive types of documents like I-9’s, medical, vaccination status, and other confidential records. 

Audits have 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 specific documents while eliminating file requests from payroll, location partners, and department managers, and they can view them remotely from the cloud.

Start Your Digital Transformation
The strategies you implement today can positively impact all departments of your organization and help you start the New Year with a game-changing solution to gain an advantage over your competitors. 

Learn why successful HR leaders have trusted DynaFile as their employee file management solution for over 20 years. Contact us today to schedule a tour and take the first step to eliminate paper and increase productivity. 

Filed Under: Paperless Onboarding

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

How to Digital HR Strategy Personnel Files Onboarding Retention

December 1, 2020 by Andrew Roberts

Optimize Your Digital HR Strategy from Outreach to Exit Interview


Boost your Digital HR Strategy with DynaFile. From outreach to offboarding, streamline employee lifecycle management in a remote work era. Get a DynaFile demo today!

Ensure your team has a solid digital HR strategy in place for the remote work environment.

The number of employees working from home has never been higher. With a solid remote HR strategy in place, working from home can be a real game changer for both employees and the organizations they support. When building an online HR strategy it’s important to consider the entire employee lifecycle and make sure each stage has a streamlined digital plan in place.

Outreach

The very first phase of the employee lifecycle begins with someone finding your open positions. Luckily most companies already understand the importance of a strong online presence to attract applicants. Websites like Craigslist paved the way for more sophisticated online talent acquisition strategies utilizing sites like Glassdoor, Indeed, and LinkedIn.

The other part of the equation is showcasing all of the amazing benefits working for your company provides. To ensure you become (and stay) the employer of choice, though, it’s critical to reenforce those positive impressions through channels like: a well-designed website, active social media presence, and other online communities.

Recruitment

The next step in the employment lifecycle ensures that you are not just reaching any potential applicant, but honing in on qualified candidates that are the best fit for the position. Clear job descriptions, reasonable interview processes, and a transparent hiring timeline will help ensure that in-demand talent isn’t lost during recruitment. This way you always have a steady stream of high-quality candidates to engage with.

Onboarding

First impressions matter and your onboarding processes is a reflection of what your new teammate can expect from your company. Getting organized and staying organized is essential to creating the kind of first impression that makes a new hire excited to join the team – instead of being worried about what they just got themselves into.

Onboarding digitally can get complicated. Lost emails and muddled instructions can leave both sides feeling frustrated. Even when clear communication is achieved, the process can be just as bulky as paper. Many times PDF’s are email, printed, completed on paper, scanned back in, and emailed back in a series of tedious and time consuming steps. Utilizing online onboarding tools like DocuSign and iCIMS help your team stay on track while setting your new hire up for success.

As documents make their way back to your team, a cloud solution is key to staying organized. Unless the plan is to print and create more paper, a robust electronic filing system is absolutely necessary to ensure sensitive documents are locked away – all while giving your team the exact access they need. The best digital document storage solutions tie everything together to save time and increase compliance long-term. Solutions like DynaFile, for example, work with other HR platforms to synchronize employee data, automatically file documents, and eliminate paper long-term. Make sure online onboarding is as flawless and welcoming as your in-person onboarding processes.

Development & Training

Sometimes viewed as a necessary evil online training and development is finally shifting from something your new hires have to “get through” to an engaging and truly informative online experience. New learning management systems (LMS) aim to make learning your companies protocols and policies as captivating as possible with interactive elements and gamification. These tools make training effortless so new hires stay on track and you stay on schedule. Completed trainings can be added to your existing online employee record to centralize document management in the cloud.

Performance

Making sure your employees are thriving is equal parts training and performance management. When business unit decision makers have easy access to view and add performance related documentation, they are better able to make sound employment decisions. When nothing is misplaced and quickly available, supervisors get the best understanding of an employee’s history and there’s no need for dozens of file requests going through HR. Of course, you will want to make sure your document management solution allows gives you control over exactly who can view what with role-based access controls and restrictions for sensitive files.

Offboarding

Often an employee’s exit is treated like an elephant in the room – awkward and ignored. Keeping some professional distance and not taking the exit personally provides a great opportunity to harvest valuable insight on your employees’ experience with your company. Repurposing some of your onboarding tools, like DocuSign, can simplify information gathering during offboarding, too. Why not streamline the process for HR and give your former employees a little time to gather their thoughts? That way, instead of a rushed exit interview, you are receiving much more critical insight from the employee perspective.

After offboarding, those documents should flow into your long-term cloud storage for record retention. Be sure your filing system includes audit tools to track missing documents and control purging schedules for files that have reached their retention date.

Optimize Your Digital HR Strategy

A cloud system for your employee files is a key part of your digital HR strategy. DynaFile provides a powerful, easy to use solution that is built for HR. Streamline document management across the entire employee lifecycle to save time and improve compliance long-term. You can connect to other platforms, simplify audits, and control access for different roles – all while ensuring documents are instantly available from anywhere. Contact us today to learn more or see a demo.

Filed Under: Digital Transformation, Paperless Onboarding

Updates to Employee Record System Save HR Time

December 3, 2019 by Andrew Roberts

Are your records due for an update? Save the Human Resources team time with an employee record system in the cloud.


Upgrade your HR processes with modern employee record system updates. Streamline signatures, simplify audits, and reduce file requests for efficiency. With DynaFile, transform your HR file management strategy for 2020. Dive into 2 decades of expertise and transform in under 30 days. Contact us!

It’s a good time to think about updating your employee records for next year.  Here are a few things you may be missing in your 2020 HR file management strategy. 

Simplify Record Audits

Keeping employee records up-to-date and compliant can be extremely tedious.  Simplify your record audits with a system that can track required and expiring documentation in employee folders automatically. 

When an auditor requests files, there’s no need to waste time manually searching through individual folders.  Bring up just the files you need and get a copy out to an auditor remotely with just a couple of clicks.

Streamline Signatures

If forms are still being completed on paper, it’s a good idea to look at a scan-to-cloud filing system.  They give you a shortcut through the scanning process for your forms and historic records alike. 

Digital signatures are another option that can further streamline onboarding, policy acknowledgement, and other forms.  Staff complete their forms online and all documents are automatically added to their employee record once finished. 

Reduce File Requests

Transferring documents between teams can be slow and not secure.  A compliant system will allow you to lock down sensitive documents and control access to certain sections of employee records. 

Give your Payroll or Benefits specialists access to just the documents they need to see.  Or, give managers a limited view to just performance or disciplinary documents for their own staff. 

Your Plan For 2020

If you’re interested in an update for your employee records, contact us today.  DynaFile is designed to save HR time and provide an easier way to manage record compliance.  With 2 decades of experience, the DynaFile team can help you upgrade your employee records in under 30 days. 

Filed Under: Cloud Storage, Paperless Onboarding

HR Document Management Soothes Compliance Concerns for Personnel Forms

September 24, 2019 by Andrew Roberts

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. 

Filed Under: Electronic Filing, Paperless Onboarding

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