Ensuring employee files are secure, organized and accessible is critical to keeping HR running smoothly. DynaFile makes employee file management simple. Our cloud filing system lets your team securely access employee files from anywhere at any time. Add documents to an employee's electronic file from anywhere: paper files, electronic documents, emails, HRIS, ATS, onboarding and more. Consolidating employee information has never been easier!
You no longer need 3 to 5 folders per employee. Segmented access rules let you keep one comprehensive file per employee without sacrificing compliance. Simply assign your team members access to only the staff folders and types of documents within that they should have authorization to view in DynaFile. Documents that they don't have access to will be completely hidden from them when they log in.
Best of all, DynaFile makes HR audit preparation completely stress-free. Custom audit reports ensure your employee folders are up-to-date with all required documents so your team is always prepared in the event of an audit. When the time comes to make your files available to the auditor, give them limited access to just the files they have requested so they no longer have to come into the office. Want to see how it works?
Get the information you need when you need it! DynaFile is a cloud document management system that provides secure, instant access to your staff files regardless of where your staff or HR team are located. A simple Index Search returns an employee's electronic file with just a couple of clicks.
Alternatively, a filtered search can bring back just the documents you have requested. For example: Instantly pull up just Performance Reviews from the past 2 years for Sales staff in the New York City office. Using DynaFile's search box, your team can retrieve all or just a subset of employee information to simplify day-to-day workflows.
Consolidate without sacrificing compliance! DynaFile allows you to 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, for example, an extremely easy task. When a user logs in, documents that they don't have access to will be completely hidden from them in DynaFile.
Additionally, access can be specified for one or more Document Type, Employee Status, Office Location, Department and more. In this way, you can get as granular as you like when designing access rules for your DynaFile system. For example: Give a department manager access to only Performance Reviews for Active employees in New York City office that work in the Sales department. You can even assign access to individual files and folders for internal team reviews.
Share files with staff without printing! DynaFile's encrypted document links are perfect for sharing documents with internal staff or even external parties like auditors and attorneys. Simply select the document(s) you would like to share and DynaFile lets you 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. This is a great solution for getting requested documents 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.
Being prepared for audits is easy! With DynaFile, custom reports can be created to assist with your internal file audits. Audit reports ensure that employee folders are up-to-date with all required documentation and can be run on-they-fly or automatically emailed to your team on a periodic basis. This way, HR is always prepared in the event of an audit.
Best of all, you can give external auditors or attorneys view-only access to just the documents they're requesting no matter where they are. Use segmented access rules or include an expiration date for access with an encrypted document link. It's a win-win for auditors and HR staff alike!
Move past paper roadblocks! DynaFile makes it extremely simple to add documents to an employee's file. Electronic documents can be brought in to the system via drag-and-drop drive, saved to DynaFile directly out of the application you're working or "virtually printed" into an employee's digital folder. Forms filled out and signed through DocuSign and iCIMS can also be automatically published into the employee's folder in DynaFile once completed.
Adding paper files to an employee's folder is just as easy. Use Batch Processing to scan a stack of paperwork for different employees. You can organize the entire batch and split it into different documents for specific employees quickly from your browser screen. Barcode Recognition also provides a shortcut to converting your legacy back-files. Simply use barcoded cover sheets to break the folder into its different sections before scanning. As the entire folder is scanning at once, DynaFile will automatically file everything in the correct location for you.
Dynafile is great and easy to use! We can quickly upload documents into personnel files any time, any where. Files always stay current even when we are traveling. Dynafile wants the system to work best for your needs and that alone is very valuable! I would highly recommend Dynafile as it has been such an amazing experience! The ease to upload files is unbeatable.
- Tamara | HR User
It's an extremely easy, cloud-based system that everyone in our department easily picked up on. They also have a fantastic customer service team. Any question about the system, or need that arises within our department, is answered in a timely and professional manner.
- Rebecca | HR User
We've been utilizing DynaFile for our electronic personnel files for over a year. The system is incredibly intuitive and easy to use for all members of our department. We're also given a great amount of support from the DynaFile team when any questions arise. I highly recommend their product to anyone in need of an electronic filing system.
- Rebecca J. | Agora
GET DYNAFILE! Great product to help streamline any HR office function from dated employee files to a digital filing system. The best part is it helps eliminate new hire paperwork making it a better onboarding experience for the user and your office. Very cost effective and reliable customer support when needed. Your current HR coordinators will thank you trust me.
- Kevin C. | HR User
Good bye file cabinets and welcome to electronic filing. This has helped us cut down on filing errors and to have access to our staff personnel file without leaving our work station.
- David H. | Accesso
We've gone 90% paperless in our Human Resources office and are on the way there with the rest of our 3000 person organization. After reviewing several options to go electronic with our storage, DynaFile met our needs hands down with the option to sort in a variety of ways, rather than filing things into one folder and having to drill down to that folder each time you want the item.
- Steisha P. | HR User
Scanning in the initial backlog of documents was made much easier with the tools that DynaFile offers, and going forward with the DocuSign integration we have been able to scale this system from our original 2 hospital and multi clinic setup with around 1500 associates into our current 3 hospital and several clinic set up with over 2250 associates with the new all electronic workflow they helped us to develop.
- Levi K. | Unity Health
Dynafile has been a great tool for us to manage our personnel records across many offices and their support team has been phenomenal in troubleshooting any issue that we have had.
- Janine Z. | SkillStorm
DynaFile continues to exceed my expectations. DynaFile is secure, responsive, simple, effective, efficient, and truly a great addition to our HR department. I highly recommend DynaFile to human resource professionals and also to other professionals that desire to go paperless. In addition to the wonderful product and services of DynaFile, the integration with Docusign is unmatched and seamless.
- HR Director | Large Beer & Wine Wholesaler