Workday HR Document Management Integration
Connect Workday employee data with DynaFile to organize, secure, and retrieve the documents behind each employee record.
About the DynaFile Workday Integration
DynaFile is HR document management software that works alongside Workday Human Capital Management (HCM). Workday supports the people data and HR processes your team already uses. DynaFile provides a dedicated employee records platform for organizing, securing, and finding the documents tied to each employee.
The integration connects these parts of the HR workflow, helping teams manage employee files with less manual handling and more consistency across onboarding and the employee lifecycle. The exact data and document flows depend on the integration configuration.
Your HR Systems Manage People.
DynaFile Manages the Employee Record.
Workday brings together employee information and HR processes. Yet HR teams may still have personnel documents spread across inboxes, shared drives, scanning queues, and other systems. That makes it harder to see whether a record is complete, find the right version, or provide the appropriate access during a review.
DynaFile brings those documents into structured digital employee files. It complements Workday by giving HR a consistent place to manage the supporting record, with indexing, access controls, retrieval, and retention tools.
The Document Gap Between HRIS Data and Employee Files
Common challenges include:
- Employee documents are stored outside the HRIS in shared drives or inboxes
- Manual downloading and uploading of files tied to HR workflows
- Inconsistent file naming and folder structures across departments
- Limited visibility during audits or compliance reviews
- Increased risk of missing, misfiled, or overexposed records
While Paylocity serves as the system of record for employee data, organizations still need a secure, structured way to manage the documents associated with that data without adding manual work for HR teams.
The Solution: A Seamless Integration Between DynaFile and Paylocity
The Paylocity integration connects trusted HRIS data with a cloud-based employee document management system purpose-built for employee records.
Together, they create a streamlined approach where:
- Paylocity manages employee data and workforce operations
- DynaFile manages employee documents, compliance, and retention
- Teams eliminate manual file handling and improve consistency
DynaFile complements Paylocity by acting as the system of record for employee files, ensuring documents are organized, secure, and audit-ready throughout the employee lifecycle.
How the Workday and DynaFile Integration Works
The integration creates an automated bridge between Paylocity and DynaFile without complex setup or disruption to existing workflows.
1. Employee Data Automatically Structures DynaFile Folders
Employee information from Paylocity automatically populates employee folders in DynaFile. Every document is tied to the correct employee record from day one.
3. Secure, Manage, and Retrieve with Confidence
DynaFile provides role-based access controls and document-level permissions. Employee documents are indexed using consistent metadata, allowing HR teams to quickly locate records, monitor compliance status, and maintain clear audit trails while protecting sensitive employee information.
Real Results from a Real Paylocity Customer
Houchens Insurance Group automated new hire onboarding document filing across a nearly 500-employee workforce.
Automated
Filing Workflows
From Paylocity
to DynaFile
Minutes or Less
Per New Hire for
Onboarding
Document Filing
Hours Saved
Annually
Eliminating
manual document
tasks
Automate Common Paylocity HR Workflows
With the DynaFile + Paylocity integration, organizations can automate the document workflows most HR teams are still handling manually:
- New hire onboarding document filing: Automatically route completed onboarding paperwork from Paylocity into organized DynaFile employee folders in real time
- Employee acknowledgment processing: File signed policy and handbook acknowledgments without manual downloading or uploading
- HRIS onboarding workflows: Eliminate the manual gap between where new hire documents are completed and where they need to be stored
- Offer letter and job description organization: Automatically categorize and file offer letters and job descriptions to the correct employee record
- Audit-ready employee file management: Maintain consistent, complete employee files that are structured and retrievable when compliance reviews arise
- Compliance document retention: Apply automated retention schedules to ensure documents are kept and disposed of according to policy
- Annual policy acknowledgment tracking: Manage company-wide acknowledgment rollouts without spreadsheets, mass emails, or manual uploads
See how Houchens Insurance Group used these workflows to automate new hire onboarding document filing with DynaFile + Paylocity.
What This Enables Across Teams
By integrating Paylocity with DynaFile, organizations gain:
- Elimination of manual document handling tied to HRIS workflows
- Consistent employee file structures across departments
- Improved audit readiness and compliance confidence
- Controlled access to sensitive employee records
- Secure access for distributed and multi-location teams
A Game-Changer for Efficiency and Accuracy
The DynaFile + Paylocity integration has transformed our document management by automating time-consuming tasks, reducing errors, and speeding up processes.
It’s a game-changer for efficiency and accuracy, allowing us to focus on more strategic work.
See How Houchens Insurance Group Automated New Hire Document Filing
Houchens Insurance Group (HIG), an employee-owned insurance organization serving businesses and individuals across all 50 states, was managing new hire onboarding document workflows manually. HR staff manually retrieved completed onboarding paperwork from Paylocity, saved files locally, re-uploaded them into DynaFile, and tracked completion across systems for every new hire, every acknowledgment, every onboarding document update.
After activating the DynaFile + Paylocity integration, that entire process became fully automated. New hire onboarding documents now flow directly from Paylocity into organized, standardized employee folders in DynaFile in real time — without manual retrieval, local saving, or re-uploading.
Results at Houchens Insurance Group:
- 100% of new hire filing workflows automated from Paylocity to DynaFile
- 10 minutes or less per new hire for onboarding document filing
- Hundreds of hours of manual administrative work eliminated annually
Read the full blog: How Houchens Insurance Group Automated New Hire Document Filing
Download the Houchens Insurance Group HR automation case study (PDF)
Designed for Flexibility and Scale
The DynaFile and Paylocity integration adapts to how organizations already work.
- No disruption to payroll or HR operations
- No rigid folder structures or one-size-fits-all configurations
- Custom file structures aligned to internal policies and industry requirements
As organizations grow, expand into new locations, or navigate evolving compliance requirements, DynaFile scales with Paylocity to keep employee records organized and secure.
Download the Paylocity Integration Overview
Download the integration whitepaper to see how DynaFile connects with Paylocity to structure employee folders, automate document routing, and strengthen compliance controls while reducing manual filing and maintaining audit-ready employee records.
Best Electronic Filing System
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.
Frequently Asked Questions About the Paylocity Integration
Q: Can Paylocity manage employee documents?
A: Paylocity manages employee data, payroll, benefits, and HR workflows, but many organizations still need a structured system to organize and store employee documents. The DynaFile Paylocity integration connects Paylocity HRIS data with secure employee document management, allowing HR teams to automatically organize employee files, maintain compliant personnel records, and support audit-ready document retention.
Q: Does the Paylocity integration require changes to our HR workflows?
A: No. The integration connects Paylocity data to DynaFile document management without requiring changes to payroll, onboarding, or workforce operations.
Q: Can onboarding documents from Paylocity be filed automatically?
A: Yes. New hire onboarding documents generated through Paylocity workflows, including offer letters, job descriptions, W-4 forms, I-9 documents, and signed acknowledgments, can be automatically routed into structured employee folders within DynaFile without manual downloading or uploading. See how Houchens Insurance Group implemented automated new hire onboarding document filing with DynaFile + Paylocity across a nearly 500-employee workforce.
Q: Do other organizations use DynaFile with Paylocity today?
A: Yes. Houchens Insurance Group, a nearly 500-employee insurance organization operating across all 50 states, uses the DynaFile + Paylocity integration to automate new hire onboarding document filing. Their HR team reduced onboarding document processing to 10 minutes or less per employee and eliminated hundreds of hours of annual manual administrative work. Read the full case study or see the full story on the blog.
Q: How does this integration improve audit readiness?
A: By applying consistent metadata indexing, automated retention schedules, and role-based access controls, DynaFile ensures employee documents are organized and quickly retrievable during audits.
Q: Is sensitive employee information secure?
A: DynaFile uses role-based access controls, document-level permissions, and secure cloud infrastructure to protect employee records.
Ready to Simplify Employee Document Management?
Whether you are already using Paylocity or refining your broader HR technology stack, DynaFile centralizes and secures employee documents while reducing compliance risk and eliminating manual filing.
Schedule a personalized demo to see how the DynaFile Paylocity integration works in your environment.
Learn More About Paylocity Onboarding Document Automation
Explore additional resources on onboarding automation, HRIS integrations, employee file management, and HR document workflows.
- How Houchens Insurance Group Automated New Hire Document Filing | Blog
- Streamlining Onboarding with Cloud-Based HR Filing Systems | HR Guide
- All DynaFile Case Studies | Customer Stories
