This training video will demonstrate how to prepare your Human Resource files for document scanning. We will be focusing on how to print and insert “targets” – effectively organizing your files before arriving at NEdocs.

Step 1: Printing Your Document Type Targets
Your first step is to identify the document types consistent within each employee file. Document types like new hire, benefits, and performance. Once you tell us what your specific document types are, we will provide you with PDFs for each document type, along with a barcode. Please print these on lightly colored paper such as yellow or green. REMEMBER – please do not photocopy these target sheets.

Step 2: Matching Targets to HR File Sections
Next, take your HR file and open it to the first section. In this example, the first section is the “new hire documentation”. You are going to place the document type sheet on top of this section.
A very important step on the FIRST page of the FIRST section of EACH employee file – is to have the employee number clearly written or circled. You only need to do this on the first page of the first document within a file. If you do not use employee numbers – do not worry about this step.

Once completed, place the first section face down in the box. We will then move on to the next document type section…and so on until each file is completed. There is no need to send us the folder, just the paper! Remember – keep these files face down!

That’s it – it really is that easy.

If you have any questions, comments, or concerns about your document preparation – please contact us at your convenience.

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