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iDatix

Document Management Software and Workflow Automation

(727) 441-8228 | Partner Portal

iSynergy for Human Resources

People are the most expensive and the most important resource your organization has, and your human resources department is responsible for managing this vital resource. Yet, human resources is also an expense-only area of your business required to handle large workloads with limited budgets, limited staff and fewer resources. Simplifying processes with ECM and Workflow technology will enable your company to reduce the burden on limited HR staff while allowing for a more proactive management of the business.

HR Processes

Employee Recruitment

Essentials:

  • Collaborate conveniently with executives and department heads to determine staffing needs and labor budget
  • Automate the processing of resumes, applications, offer letters, nondisclosure agreements and other documents and data needed to effectively manage the department
  • Automatically capture and store all of your unstructured data/documents, such as word documents, excel files, faxes, emails and i9’s

Rewards:

  • Automatically capture all electronic and physical inbound applicant material
  • Utilize workflow to automatically route applicant materials to hiring managers and recruiters
  • Drastically reduce time and errors within the process and making sure you look your best while recruiting top talent
  • Gain visibility into your hiring workflow and monitor where each prospect is within your consideration cycle
  • Identify bottlenecks and in real-time route resources to areas of need
  • With one click of the mouse, achieve a 360 view into an applicant’s entire case history
  • Create a streamlined workflow to direct prospects through the interview process

Employee Onboarding

Challenge: Preparing documentation for new hires and effectively managing the large influx of paperwork associated with the onboarding process

Essentials:

  • Manage multiple documents as a specific case within a single repository
  • Eliminate manual data entry and update information in all business applications from a single interface
  • Automate redundant onboarding decisions based on specific business rules
  • Link images, data and documents, such as direct deposit authorizations, insurance enrollment forms and confidentially agreements to the appropriate personnel case

Rewards:

  • Dramatically reduce the chance of errors and incorrect information by eliminating manual data entry into multiple systems
  • Perform background screening, credit check, drug testing consent forms and payment processing simultaneously for expedite onboarding of vital personnel
  • Identify bottlenecks in real-time and allocate additional resources to a specified area of need
  • Advanced security controls allow you to use user permissions and redaction to protect employee privacy and stay in compliance
  • Reduce time to add employee record into HR system
  • Access documents and data from your existing HR applications
  • Improved “time to productivity” for new employees

Employee Management

Challenge: Maximizing resources to manage a growing organizational workforce with limited HR staff and budgets

Essentials:

  • Bind related data and documents related to a particular staff member for a comprehensive view of their employee file
  • Set alerts for notifications on annual reviews, benefit plan expiration and more
  • Gain reporting and metrics into employee performance
  • Collaborate electronically with all departments, managers and executives for enhanced salary planning

Rewards:

  • Identify candidates that require ongoing training and recognize top performers for proper reward distribution
  • Gain one click access into an employee’s entire case file and automate the workflow for performance reviews
  • Eliminate manual data entry and automate the process for FMLA absence approval and benefit tracking

Employee Off-boarding

Challenge: Ensure a smooth process for terminating employees

Essentials:

  • Centralize vital information and bind documents and data together for a comprehensive employee file
  • Protect confidential information with redaction capabilities and granular permission and controls
  • Eliminate manual requirements and automate the process for terminating an employee

Rewards:

  • Expedite off-boarding process with automatic notification to all departments simultaneously
  • Make better informed termination decisions through the increased visibility into employee performance and advanced metrics
  • Streamline the entire process from making sure COBRA information is sent out to completing the exit interview

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