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iDatix

Document Management Software and Workflow Automation

(727) 441-8228 | Partner Portal

iSynergy for PEO/HRO

Professional Employer Organizations (PEO) and Human Resource Outsourcers (HRO) combine the paper intensive processes of Human Resources with the data driven requirements of Accounting and the stringent needs of Client Management. In addition, PEO and HRO organizations are under constant scrutiny to provide quicker service with higher quality. All of this creates a unique environment with specialized needs; these needs can be met more effectively with the right technology. Choosing the right ECM and Workflow provider for your specific industry will provide the tools and features necessary for effectively meeting your business goals.

PEO/HRO Processes

Client Management

Essentials:

  • Collaborate and share information with clients electronically
  • Automate standardized processes to eliminate the repetitive and manual tasks
  • Securely store confidential information with granular security and controls

Rewards:

  • Improve resources allocation to reduce costs
  • Streamline and simplify the management of client contracts
  • Increase the number of clients without increasing staff levels

Employee Management

Essentials:

  • Centralized document repository can handle all content formats
  • Integrate with any existing business software
  • Quick indexing of any incoming data and files

Rewards:

  • Quick access to tax forms, images of Proof of Citizenship or Work Eligibility, employment applications, payroll contracts, checks and more
  • Correlate data and view information from any business application
  • Streamline the management of each case file in the system for increased client satisfaction

AP & AR / Payroll Processing

Essentials:

  • Integrate with your existing financial applications to correlate and extract data from any source
  • A complete and transparent audit trail of all information in the system

Rewards:

  • Eliminate the manual requirements that can cause bottlenecks and errors
  • Provide quicker turnaround for clients

Audit & Compliance

Essentials:

  • A complete and transparent audit trail of all activity in the system
  • A secure repository with granular permissions and controls
  • Convenient access to all information in the system and quick retrieval capabilities

Rewards:

  • Satisfy auditors with the click of a button
  • Maintain the integrity of data and documents in the system over any time cycle
  • Ensure compliance with industry laws and regulations

We Integrate With…

Talk to Sales

Department Solutions

  • Accounting
  • Human Resources

Industry Solutions

  • Banking
  • Distribution & Wholesale
  • Education
  • Energy
  • Government
  • Healthcare
  • Insurance
  • Legal
  • Manufacturing
  • Media & Film Production
  • Mortgage
  • Nonprofit
  • PEO & HRO

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