UKG Pro HR Document Management Integration
Connect UKG Pro employee data with DynaFile to centralize employee documents, reduce manual filing, and keep employee records secure and easy to retrieve.
One Employee. One Complete Record.
About the DynaFile UKG Pro Integration
The DynaFile UKG Pro integration connects UKG Pro employee information with secure HR document management software. Together, the platforms help HR teams maintain organized digital employee files, reduce manual document handling, and improve audit readiness.
Workday supports employee data and HR processes. DynaFile provides a dedicated employee records platform for organizing, securing, and retrieving onboarding paperwork, signed acknowledgments, and ongoing personnel documents throughout the employee lifecycle.
Your HR Systems Manage People.
DynaFile Manages the Employee Record.
DynaFile complements Workday HCM with a dedicated employee records platform. HR teams can organize documents into structured digital employee files, control access to sensitive information, and manage retention throughout the employee lifecycle. This keeps the supporting record connected to the people data in Workday.
Connecting Workday Employee Data with Complete Employee Files
Even with Workday HCM in place, employee documents may span multiple systems and storage locations. Common challenges include:
- Documents scattered across shared drives, inboxes, and paper files
- Manual downloading, uploading, and filing between systems
- Inconsistent document naming and organization across departments
- Difficulty identifying missing records or retrieving files for audits
- Sensitive documents shared without appropriate access controls
The DynaFile Workday integration helps connect employee information with structured, secure employee files, giving HR teams a more consistent way to organize and retrieve the documents associated with each employee.
The Solution: Connect Workday with DynaFile Employee Document Management
The DynaFile Workday integration connects employee information with a cloud-based document management system built for HR teams.
Together, the platforms support a connected approach:
- Workday manages employee data and HR processes
- DynaFile organizes, secures, and retains employee documents
- HR teams reduce manual filing and maintain more consistent employee records
With employee documents organized in DynaFile, authorized teams can retrieve the records they need for everyday HR requests, compliance reviews, and audits.
How the Workday and DynaFile Integration Works
The DynaFile Workday integration connects employee data with automated document filing. Employee information helps structure digital employee files, completed HR documents flow into the appropriate record, and authorized teams can securely manage and retrieve those documents in DynaFile.
1. Connect Workday Employee Data with DynaFile Records
Employee information from Workday helps structure employee files in DynaFile. Consistent employee identifiers and mapped data fields associate documents with the correct record and help HR teams maintain organized files across departments and locations.
3. Secure, Manage, and Retrieve Employee Records
DynaFile provides role-based access controls and document-level permissions to protect sensitive employee information. Consistent indexing helps authorized HR teams quickly locate documents, while audit trails and retention tools support ongoing employee records management.
Download the Workday Integration Overview
See how DynaFile connects Workday employee information with automated document filing, secure employee records, and tools for retrieval, access control, and retention.
Automate Employee Document Workflows with Workday and DynaFile
With the DynaFile Workday integration, HR teams can automate document filing across onboarding and ongoing employee records management, reducing manual work and keeping personnel files organized.
- New hire onboarding document filing: Automatically route completed onboarding paperwork, such as W-4 forms, I-9 documents, and direct deposit forms, from Workday into organized DynaFile employee files.
- Employee acknowledgment processing: File signed policy and handbook acknowledgments in the correct employee record without manual downloading or uploading.
- Offer letter and job description organization: Automatically index and file offer letters and job descriptions by employee and document type.
- Audit-ready employee file management: Keep onboarding forms, signed acknowledgments, and other personnel documents consistently organized and searchable for compliance reviews and audits.
- Document retention: Apply automated retention schedules in DynaFile so employee documents are retained and disposed of according to your organization’s policies.
- Annual policy acknowledgment tracking: Monitor required acknowledgments, identify missing records, and keep completed documents organized as policies are updated.
What This Enables Across Teams
By integrating Workday with DynaFile, organizations gain:
- Less manual downloading, uploading, and filing of employee documents
- Consistent employee file structures across departments and locations
- Faster access to onboarding paperwork, signed acknowledgments, and personnel records
- Improved audit readiness through organized, searchable employee files
- Controlled access to sensitive documents for distributed HR teams
Designed for Flexibility and Scale
The DynaFile Workday integration connects employee document management with the HR processes your organization already uses.
- Keep Workday at the center of employee data and HR operations
- Customize document indexing and employee file structures to match your organization’s needs
- Align access permissions and retention schedules with internal policies and industry requirements
As your organization grows, adds locations, or brings together records from multiple systems, DynaFile provides a consistent place to manage employee documents while maintaining the connection to Workday employee information.
Frequently Asked Questions About the Workday Integration
Q: What does DynaFile add to Workday HCM?
A: DynaFile adds dedicated HR document management alongside Workday’s employee data and HR processes. The integration helps HR teams organize onboarding paperwork, signed acknowledgments, and ongoing personnel documents into secure, searchable employee files. DynaFile also provides access controls, audit trails, and retention tools for managing the employee record.
Q: Does the Workday integration require changes to our HR workflows?
A: No. The integration is designed to work alongside your existing Workday processes. Your team continues using Workday for employee data and HR operations, while DynaFile automates document filing and manages employee records. During implementation, the DynaFile team aligns data mapping, document routing, and file organization with your workflows.
Q: Can onboarding documents from Workday be filed automatically?
A: Yes. The DynaFile Workday integration automatically routes completed onboarding documents into the appropriate employee files. Documents such as offer letters, W-4 forms, I-9 documents, direct deposit forms, and signed acknowledgments are organized by employee and document type, reducing manual downloading, uploading, and sorting.
Q: Does DynaFile replace Workday?
A: No. DynaFile complements Workday. Workday remains your system for employee data and HR processes, while DynaFile manages the associated employee documents. Together, they connect people information with structured digital personnel files throughout the employee lifecycle.
Q: How does the Workday integration improve audit readiness?
A: The integration helps keep employee documents consistently organized and associated with the correct employee record. DynaFile combines searchable indexing, audit trails, retention schedules, and access controls so authorized HR teams can retrieve records efficiently during audits and compliance reviews.
Q: How does DynaFile protect sensitive employee documents?
A: DynaFile uses role-based access controls, document-level permissions, and secure cloud infrastructure to protect employee records. HR teams can restrict access to sensitive document categories and give authorized users access to the files they need. Audit trails provide visibility into document activity.
Using Workday?
Bring Your Employee Documents Together.
See how DynaFile connects with Workday to automate HR document filing, centralize employee records, and give your team secure access to the documents they need.
Schedule a personalized demo focused on your Workday environment and employee document workflows.
