As an HR professional, managing all the necessary paperwork can be a living nightmare. Towering file cabinets. Endless manilla folders. And papercuts — ouch!
If this strikes too close to home, it’s time for your organization to wake up and modernize its document-managing practices.
On the face of it, the answer seems simple: store HR documents in a safe and accessible place. But when you consider the scale of HR documentation (everything from employee enrollment to workplace events), the difficulty of the task compounds.
In this guide, we’ll explore the ins and out of digital document management, helping turn your HR nightmare into paperless bliss.
Digital HR document management digitizes every aspect of your document library. Wave goodbye to unorganized filing cabinets. Instead, everything is stored in a centralized cloud-based location where HR professionals can:
But digital document management offers a host of benefits for you and your organization beyond just centralization. Let’s explore.
HR document management solutions are more than just a slick interface with a search bar. The benefits can have a ripple effect across your entire organization.
Keeping physical copies of documents seems like an easy solution but can quickly become more trouble than it’s worth.
And as HR documents start to pile up this problem only becomes worse. Paperwork can easily get lost or put in the wrong place, leaving you empty-handed when you need quick access.
With a digital HR document management system, situations like these are less likely to arise. Every file is just a few clicks away.
And if your document management system is a part of an all-in-one HR solution, you can even integrate documents into automated HR workflows. Easily prompt the capture and storage of necessary files for common tasks.
Certain federal and state laws specifically require the storage of employee documents, especially if they contain sensitive information. Not only do manual filing systems risk misplaced documents, they also pose a security risk.
Compliance isn’t something you want to take chances with, and the right document management system is a check to ensure those requirements are met.
As an added security measure, most digital document storage solutions allow for access configurations based on role. This allows you to prevent unauthorized users from viewing sensitive documents.
You can’t predict disasters. They happen — and sometimes with devastating consequences. If there’s a large fire in your office and you don’t have backup copies of your documents elsewhere, you’re sunk.
Having digital copies stored in the cloud helps to reduce that risk of loss. Even against virtual disasters, such as a server crash. Cloud servers are backed up across multiple locations, so if one goes down, another kicks in.
In addition to federal compliance lawsuits, audits, and other legal proceedings will require quick access to documents.
As we’ve explored, manually getting the documents you need can be tricky. A document management system helps you stay prepared for any potential legal action.
Due to its analog nature, you can’t make use of metadata (i.e., assigned data that provides contextual information about a file) with printed documents. Fortunately, metadata is table stakes in the best digital document storage.
For example, a simple search query can pull up all employee I-9s in seconds, drastically reducing the amount of time an HR professional spends digging through cabinets.
Or perhaps you need a certain group of employees to complete a training or sign a disclosure document. You can create a query that segments the required employees and identifies which ones haven’t completed the requirement. Easy!
Manual HR document management can slow the productivity of your business in many ways. Onboarding and offboarding is more tedious to track. Tax and payroll documents take longer to fill out or change — the list goes on.
With a digital library that keeps track of requirements and provides easy-entry fields for forms, you can avoid many of these issues. Instead, you have near-instant access to the files you need, allowing you to complete more tasks in a fraction of the time.
Let’s not forget the space saved by not needing so many filing cabinets. Not only are these expensive, but they also clutter up your office.
And let’s be frank — filing cabinets and drawers aren’t exactly compatible with a streamlined modern office environment.
Digital document managers can easily meet that challenge by covering several file types, including:
The best document management solutions will be integrated with an all-in-one human resources information system (HRIS), that automatically captures necessary documentation when you need it.
Follow these best practices to make the most of your document management software.
As great as digital document management systems are, not just any one will do. Modern organizations need document management software that supports modern human resource management.
You’d never cut corners when it comes to things like regulatory compliance or privacy standards, so neither should your document management software.
Pick a system that sends regular compliance reminders when documents are up for renewal and provides options for quick refreshes.
Avoid having to upload each HR document one at a time by investing in a platform that allows you to upload multiple documents all at once.
To guarantee your documents are protected and secure, look for software that uses roles-based permission settings. This way, you can guarantee only the right people are accessing documents at any given time.
Administrative or rote tasks are usually the biggest offenders when it comes to generating paperwork. Employment eligibility verification, performance reviews, and onboarding documents all require the same set of tasks and paperwork. And over the years, these documents can really add up.
Thankfully, these tasks can be automated, including collecting, digitizing, and storing these documents. Look for a document management solution that works alongside your other HR tools and workflows to minimize manual uploading where you can.
Digital HR document management is the solution to the overwhelming paperwork that plagues HR professionals. By embracing a paperless approach, you can streamline processes, ensure compliance and security, be prepared for disasters, and boost productivity.
Paylocity's HR document library solution is integrated with the all-in-one HR & Payroll, so uploading and managing documents is easy, no matter what you're working on. Break away from filing cabinets with features like:
Request a demo today to see how Paylocity helps organizations build a more organized and modern HR department.
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