1. ECM Automation for HR
Best practices for document processing & records management
October 14, 2015
2. Agenda
Better Content Management
• Document and Records
Management Challenges in HR
• What is ECM and where is the
“best fit” for HR?
• Example ECM Uses for HR
Departments
3. Records Management Challenges in HR
Many organizations get most new HR docs digitally via email and then print to paper and file!!
4. Records Management Challenges in HR
The problem with paper and/or unstructured digital documents
80%
Time HR spends on administration and
paperwork. From recruitment and training to
managing staffing and employee onboarding.*
$125
The cost of a misfiled document in a typical HR
organization. A lost document costs $350-400,
and a large organization loses a document
ever 12 seconds.
* Source: HR World
5. Records Management Challenges in HR
Disparate HR systems create “document silos” eliminating a single unified employee file!
HRISLMS
PERF
MGT
OTHER
STAFFING
BENEFITS
6. Why ECM for HR Records Management?
Make sure the “silo systems” at lease copy each document to your centralized ECM
ECM
Unified
Repository
Health &
Benefits
LMS
HRIS
Staffing
System
7. Big 3 Benefits of ECM for HR
1.Compliance
2.Collaboration
3.Costs
*Liberally borrowed from The Day Huff Group & PWC
I9 Forms
ICE
HIPAA
HHS
FMLA
DOL
1099
Contractors
IRS
Document
Creation
Self-Paced
Training
Repository
Employee
Access
Benefits
Enrollment
Lower HR Admin costs by 50% with the right ECM investment*
8. Example ECM Uses: Onboarding
• Online Forms to fill out
• Required Document Checklist Built–in
• Approval routing before filing
• Alerts if documents missing or time
parameter at risk
• Batch filing process
• Automated data delivery to HRIS and
Payroll systems
9. Example ECM Applications: Recruiting
• Online Application process
• Data drives applicant documents to correct
hiring managers
• Online collaboration to gain consensus on
candidates through approval “voting”, chat
and annotations.
• Real-time dashboard shows where candidates
are in each stage of the hiring process.
• ECM system drives emails to candidate at the
completion of specific steps or when an
outcome is reached.
• Keyword search to find desirable past
applicants based on a stated skill or location.
10. Example ECM Applications: FMLA Process
FMLA Request
Form is online in
your ECM
ECM sends notice
of eligibility w/in 5
days.
Doctor
certification auto-
paired to file
ECM tracks FML
time used and
sends alerts
11. Example ECM Applications: Status Change
Before After
1. Find all the employee’s records in one easy search (not possible in multi-silo world)
2. Select all records of “applicant” and change status to “active”
3. Maintain other designations such as “fired” or “on leave” or “retired” or “frozen”
12. Best Practices of HR Leaders
They’re aggressively eliminating paper and manual processes.*
Moving from a ‘novice,’
highly paper-based
organization to an
‘innovator,’ organization
can reduce document
processing costs by up to
84%
* From study by PayStream Advisors
13. Best Practices of HR Leaders
By eliminating paper and manual processes, they get these results:
18%
increase in productivity and staff engagement
after the implementation of ECM.
reduction of office space allocated to filing
storage is possible when shifting to a culture
of electronic-only filing.60%
Also, ECM delivers employee self-service allowing employees to get their own documents on demand!
14. Today’s Presenters
Ken Kingery
Mosaic Corporation
kkingery@mosaiccorp.com
770-452-7373
www.mosaiccorp.com
Dan Thomson
Docstar Corporation
dthomson@docstar.com
910-400-5232
www.docstar.com