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Record Compliance

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

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

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

New 2019 Staff File Management Solution Brings Big Benefits for HR this January

December 4, 2018 by Andrew Roberts

Start with a new employee file solution now for big benefits this January in the human resources department.


Revolutionize your HR processes in 2019 with a state-of-the-art staff file management solution. Embrace automated checklists, role-based access, and electronic forms for streamlined operations. DynaFile’s 18 years of expertise promises substantial savings and heightened compliance. Ready to transform your HR this January? See how San Diego Zoo benefited and schedule a demo today!

It’s a good time to think about upgrading your Human Resources filing system for 2019.  If your team would like to hit the ground running this January, here are a few tools you’ll want to consider as you evaluate staff file management solutions. 

File Checklist Reports

Long-gone are the days of manually tracking required documentation in staff folders.  Management of these files is a lot easier from the cloud with automated checklists.  Simply view a report to show you exactly which employees are missing specific required forms and files in their folder. 

Document Renewal Reports

Managing time-sensitive staff files can be simplified, too.  A report can detail which staff have licenses, credentials, or other documents coming up for renewal.  Or view all expiring files by expiration date to easily plan ahead.

Role-Based Access

When records are on paper or silo’d in different places, staff file management can be overly complicated.  Now there is no need to waste time shuffling documents back and forth between different groups.  Consolidate files in one place with easy compliance by giving Payroll, Benefits, and your other teams access to just the files they need to see. 

Online File Requests

When an auditor, attorney, or staff member requests to see specific files, you have the option to share with them remotely.  Simply send them a link to access just the files they have requested.  You can even set a time limit for viewing the files. 

Scanning Automation Tools

Paper is still a big part of daily life for most HR teams.  Having a quick and easy way to convert your existing paper files, as well as handle future paper, is important to think about. 

A scan-to-cloud file management solution will allow your HR team to go paperless fast in-house.  Automate the filing of an entire paper folder as it is scanned, or batch to the cloud and breakdown into different documents on your computer screen.

Forms with Automatic Filing

To eliminate paper in the first place, the move to electronic forms is a powerful one.  Replace paper with reusable digital templates for your onboarding packets and other forms.  Staff can review, complete, and sign documentation online before their first day, or in person.  Once completed, all forms are automatically filed in your new hire’s folder in the cloud.

Get Started Now for January 2019

DynaFile has been helping Human Resources professionals manage staff files easier for 18 years.  Save time and cut costs while boosting compliance and organization across your HR, payroll, and benefits teams. 

“On paper alone the cost savings is in the thousands and possibly the hundreds of thousands when all is said and done.” – Laura Martella | Director of HR | San Diego Zoo

Get the San Diego Zoo Case Study

Want to start fresh this January?  Contact us today for a short call or to see a demo tailored just for you.

Filed Under: Paperless Onboarding, Record Compliance, Scanning Automation

Electronic Employee Files: an HR Filing Solution that Works for You

November 6, 2018 by Andrew Roberts

Employee files tough to manage?  Here’s how to setup an HR filing solution that works for you by using electronic employee files.


Revolutionize HR file management with electronic employee files. Transition from paper effortlessly, streamline onboarding, and simplify compliance. DynaFile offers a seamless solution with scan-to-cloud and robust tools, proven over 18 years. Ready for a filing solution that truly works for your HR team? Book your demo today!

Human Resources professionals have a difficult job managing all of the documentation regarding company employees.  On paper, files are impossible to keep track of. 

Going digital brings huge benefits, but not all HR filing solutions are the same.  Here’s what to look for with your electronic employee file strategy.

Paperless Shortcuts

If you’re using paper right now, the transition to electronic employee files can seem daunting, but it doesn’t have to be.

There are scan-to-cloud filing solutions that help automate paper conversion by skipping many of the steps in the typical scanning process.  DynaFile’s barcode recognition feature, for example, can automatically file an entire employee folder in one scan.

Streamlined Forms

When your HR team moves to electronic employee files, switching to paperless forms makes so much sense.  Onboarding packets can be completed online before orientation and automatically filed afterwards.  Acknowledgements and other forms can also be templated in the cloud and used over an over again.

Simplified Compliance

With electronic employee files, compliance becomes a lot easier.  Say goodbye to document checklists and manual spreadsheets for tracking files.  Instead, simply run a report to show you exactly which staff are missing required files in their folders or have a document coming up for renewal. 

Cut back on file requests by using role-based access for your different teams.  At the same time, easily make specific files and folders available to auditors and other external individuals remotely, from anywhere.

A Solution That Works for You

DynaFile’s been helping HR teams manage files easier for 18 years.  By combining time-saving scanning automation tools with a powerful cloud document management system, most HR departments can be paperless in 30 days with DynaFile.

Want to improve file management for your HR team?  Contact us today for a short call or demo to learn more.

Filed Under: Electronic Filing, Record Compliance, Scanning Automation

HR Files in the Cloud for Smoother Audits, Forms, and Team Access

October 9, 2018 by Andrew Roberts

When HR files in the cloud, employee records become easier to manage. Audits, form processes, and access across teams are all a little smoother.


Unlock the future of HR management with cloud-based employee files. Experience streamlined audits, effortless team access, and automated filing. DynaFile offers an efficient, secure solution tested over 18 years. Upgrade your HR file system for enhanced productivity. Explore our San Diego Zoo Case Study and book a demo now!

Employee files due for an upgrade?  You may not realize just how much time your HR team spends managing employee files.  Between file requests, audits, and new documentation getting misfiled or silo’d across systems, HR has their hands full.  

Moving to employee files to the cloud can save a lot of time in the Human Resources department, but not all filing solutions are created equal.  Here are some of the top benefits you should look for.

Smoother Audits

With cloud employee files, your filing system can be backed by a database.  That means that you can report on your files way easier than with a manual spreadsheet. 

Simply use a report to show you what required documents are missing from staff folders.  Run a similar report to check on renewable documentation to make sure everyone’s folder is up to date.

Best of all, when it’s time for an audit, you can do it remotely.  Make just the documents your auditor requests available to them securely from your cloud filing system. 

Easier Access

The cloud is also essential for centralizing employee file management.  In particular, larger organizations and companies with many offices see big benefits from consolidating HR records in the cloud.

Staff can add new documents and review the records they need from anywhere.  There’s no longer a need for lengthy file requests or backlogs of folders that need to go back to the file room. 

Security controls can be used to limit access to specific sections of files for different roles and teams.  This ensures only authorized eyes can see sensitive documentation, making compliance easier. 

Automated Filing

One of the biggest time savers of the cloud is reducing paper and automating HR’s filing process.  Forms, paper, and entire folders for employees can be filed much faster in the cloud.

Starting forms in the cloud is a great way to streamline onboarding and post-hire signature workflows.  Once staff have completed their forms, they are automatically filed in their folder with all of your access rules and reports applied.  No paper needed.

If you’re coming from paper files, a scan-to-cloud solution like DynaFile can give you a shortcut to digital.  Barcodes help automate filing while you scan to convert entire folders at once.  Working with paper moving forward is also easier with batch scanning where you can file right on your screen. 

Upgrade Today

Ready for an upgrade?  Contact us for a 10 minute call to learn more or get setup for a demo.

With DynaFile, your HR team can be managing employee files easier from the cloud in less than 30 days.  Our solution has been helping organizations save time and cut costs for over 18 years. 

Grab our San Diego Zoo Case Study for a closer look at paperless HR forms and files with DynaFile. 

Filed Under: Cloud Storage, Record Compliance

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