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Getting started: A HR digitisation roadmap

Undergo a data audit

The very first process to undertake, even before deciding which functions can benefit from a digital solution, is to undertake a data audit to find out what data you have and where it is.

This is relevant no matter whether the data is physical, for instance on paper, or electronically stored.

Scan your physical data into a digital archive – and embrace ECM

For businesses which store a lot of data on paper, there really is only one solution to get the process started – and that’s scanning.

This involves taking the physical data and turning into an electronic format so it can be accessed quickly, stored safely and automatically passed into an ECM system to kick off workflow systems.

For businesses which already have data stored electronically, for instance in an HRS (Human Resources Services) system such as Workday, the process begins by sending that data automatically into an overarching ECM which then manages workflows.

So, if you create a new file for a new employee in HRS, your new ECM system will automatically notify payroll. When they leave, it will notify payroll again, move the employee file from an active employ to an ex-employee and attach a retention policy to it so it is destroyed after a relevant amount of time. The systems work together.

Put a retention policy in place

How long you keep data is a big issue which touches both compliance and risk.

So, it is vital that all data in a business is attached to a retention policy which sets a date for its secure destruction.

In general, data should not be kept for longer than is required, because it comes with risk – risk of it being lost, stolen or corrupted, for instance. It also comes at a price – the cost of storage, the cost of being asked to find or edit it, or even the cost of a fine if it is kept too long.

There are also legal implications if data which must be kept by law is destroyed too soon. In the UK, for instance, most HR records need to be kept for a minimum of 10 years.

HR departments, however, are renowned for keeping records for longer than necessary.

Decide if you want physical and digital data to exist alongside each other

For regions in which companies must keep documents in physical form because of government rules, there can still be digital solutions.

The biggest problem with paper documents stored in boxes is they are difficult to find and slow to retrieve.

There is no reason why you cannot digitise those documents and have a box number associated to the original. When it is time for destruction, the system can alert you to destroy both physical and digital versions – and tell you which boxes they are in.

Assess which HR functions are a priority

HR digital solutions start with the centralization of archived data before ECM delivers a range of workflows which branch off from there.

The system follows employees through their employment, starting with recruitment and ending with their retirement or exit from the business.

Not many companies do everything at once, however. They tend to start with the most basic information in the business, employee files, and add from there.

The most obvious timetable is to follow the employee path from recruitment to departure, adding functions as you go.

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