Packets are a great way to group, link, or digitally staple documents together inside your DMS. You can search for a single document within the software and easily view all the related documents in that packet.
Even better, you can set up what finishes a packet or even set up 2 or 3-way matching so you know when all the proper forms have been submitted by your new-hire and even set up automatic notifications to let you know what’s missing or if the packet is complete. Then, completed packet workflows will automatically send pertinent information or custom notifications to the new-hire’s manager, the IT Department, and the payroll department so they each have the information they need for their next steps in the onboarding process.
Plus, when you tie documents together search and retrieval becomes even easier. Admins or those with proper access can just type in an ID number or name and pull back all the files related to that employee in one click. No more digging for an hour through those file cabinets we mentioned earlier, or worse, coming up empty-handed because documents were accidently misfiled or lost.
Keeping it Simple
The hardest part of going paperless for any organization is picking the right software. But it doesn’t have to be. Ultimately, you’re looking to accomplish a few things specific to your HR Onboarding processes:
Automate Data Collection & Entry
Eliminate Inter-Department Redundancies
Streamline Onboarding Processes
Automate Office Workflows
Centralize and Package Related Documents
Integrate with Existing Accounting and HRMS
Cut Costs and Eliminate Physical Document Storage
When it comes to picking Document Capture Software, it’s best to focus on the purpose of this software to better weed through all the different solutions available on the market today.
There are a number of bells and whistles you’ll be exposed to, but as long as these two requirements are met you’ll be getting what’s right for your team and for your company:
Automatic Document Type Recognition
Automatic Data Extraction
Document Management Software can be a great addition for your entire company. However, if you’re focused on just your HR Onboarding processes, you’ll be looking for features like: