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Record Compliance

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

Top Benefits of Switching to an Electronic Filing System

August 12, 2014 by Andrew Roberts

An electronic filing system can help your organization in many ways. Discover some of the benefits of making the switch.


Reap the advantages of an Electronic Filing System with DynaFile. Enhance security, enjoy instant file retrieval, resist disasters, and cut costs. Transition from traditional paper chaos to streamlined digital efficiency. Explore the revolution with DynaFile. Join the future of file management today!

If you’re still using the traditional paper filing method, the time has come to consider making the switch to an electronic filing system. Maybe your office is old school? Or maybe your boss just needs a little push in the right direction? Whatever the reason for keeping all of that paper around, take a moment to discover some of the benefits of implementing an electronic filing system in your office.

Improved security and compliance
One of the great advantages of an electronic filing system is having the ability to keep files indexed. This means that each document entered into the system is categorized and registered according to specific properties (that your business can define). For example, an HR department may categorize each document by which employee it corresponds to, along with the type of document it is (I-9, W-2, Performance Review, etc) and maybe an expiration date for when that document needs to be renewed or updated. In this way, you are given full control over which employees are able to access specific information. Maybe managers can only access things like attendance records and performance reviews, but your HR director has much broader access permissions.

Whatever business rules may apply in your department and specific situation, an electronic filing system makes it easy to implement those SOP’s directly into the system. Taking it a step further, most electronic filing systems include additional security features that automate compliance. For example, an audit trail is a feature that runs in the background, tracking every action that a user takes within the system, as well as every action performed by the system.

This is an important compliance feature for many industries and departments. Password protection, version control and secure file sharing are also features built in to many electronic filing systems that help you comply with regulations automatically.

Instant File Retrieval
The beauty of an electronic filing system is that, since your documents are indexed, file retrieval becomes instantaneous. If you want to pull up the entire file folder for a specific client or employee, don’t go rummaging through your filing cabinet; simply begin typing their name into the system. Instantly, you will have their file at your fingertips. What makes this even more powerful is the ability to run a cross-reference search. For example, maybe you want to pull up all performance reviews for all employees since 1/1/2012. Simply leave the employee name field blank, select “performance review” as your document type and limit the date range. You can immediately see how powerful this kind of cross reference search can be for on-the-fly reports, audits, etc.

Disaster Resistance
If you’re using a paper filing system, what happens if your office is damaged? You must be very careful to keep backups of all of your files in a separate location – just in case. A disaster, fire, flood or even poor plumbing can result in the loss of your business critical documentation. Electronic systems help keep your files safe in the event of a disaster by using automatic backups. At the end of each day, every document in your system can be automatically synced to a backup drive that resides in a different physical location (maybe one of your satellite offices or a professional data center). This ensures that in the event of a disaster, you can be confident your files are safe.

Eliminate Paper, Save Money
By switching to an electronic filing system you will significantly reduce your office’s paper production. This a good thing for the environment, but also a great thing for your budget. Taking your traditionally paper-based processes to the digital world means reduced lag time, better productivity and ultimately, lower costs for the company. There is no longer a need for paper, ink, filing cabinets, over-nighting time-sensitive documents, etc. All of your document management can be done directly from your electronic filing system. And, with the integration of electronic signatures and online forms, you can truly go paperless with very little effort.

Above are just some of the incredible benefits that an electronic filing system can bring to your organization. To learn more about taking your business paperless, contact us at DynaFile today. We’ve been helping companies improve document management, reduce paper and increase efficiency for 15 years. Give us a call today for a free demo!

Filed Under: Electronic Filing, Record Compliance

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