Streamline I‑9, Tax & Payroll Documents: Automated Onboarding Templates, OCR Capture and E‑Sign Workflows for Small Businesses
No‑Code Virtual Internship Onboarding: A 7‑Template Checklist to Automate NDAs, Stipends, Mentor Matching and E‑Sign
Compliance‑Ready Offer‑to‑Onboard for Regulated Hires: Automate Background Checks, HIPAA Consent & DPA Workflows
Automate Employee Micro‑Credentials & Skill Badges: Template Workflows to Track Training, Certifications and Onboarding KPIs
Embed Risk Scoring Into Contract Templates: Automate Approval Gates with Document AI & Workflow Rules
Retail Returns & POS Paperless Workflows: Build Offline‑First, Audit‑Ready Documentation for High‑Volume Stores
Introduction When DSARs and audits arrive, the clock is against you: scattered emails, slow searches, and missed SLAs turn compliance into a firefight. Rising request volumes, tighter privacy laws, and higher auditor expectations mean HR, legal, and security teams need predictable, defensible processes — not ad‑hoc manual work. In this post we show how to […]
Introduction Contracts, payroll records and evidentiary files are only as useful as your ability to prove what changed, when, and who approved it — and every day growing teams lose that trail to accidental overwrites, siloed copies, or gaps in audit evidence. If you manage HR, compliance, or legal work, the painful reality is that […]
Introduction Facing a compliance vs. collaboration dilemma? HR and legal teams increasingly store sensitive records in cloud documents, but moving files to the cloud doesn’t eliminate risk: breaches, vendor access, and regulatory scrutiny can expose PII, PHI, and contract data. You need controls that keep confidential content unreadable to providers while still letting hiring, benefits, […]
Introduction HR teams today face a rising tide of complaints arriving across email, web forms, paper and hotlines — and every new channel creates more manual triage, privacy risk and legal exposure. Automated document workflows — from OCR and Document AI to rules‑based redaction and immutable evidence vaults — cut through that chaos, surface urgent […]
Introduction Missing payslips, scattered PDFs, and shoebox archives are more than an administrative headache—they’re audit risk. Small and midsize businesses juggling paper, scanned images and ad‑hoc spreadsheets face problems auditors flag immediately: incomplete records, questionable chain of custody, manual errors, and unnecessary PII exposure. With regulators demanding retrievable, provable records, payroll processes that can’t produce […]
Introduction Expanding across state lines exposes HR teams to a patchwork of statutes, local ordinances, and notice requirements — and the risk grows with headcount. A single outdated clause or misapplied PDF template can mean fines, class claims, and weeks of remediation, while manual processes slow hiring and create audit headaches for HR and legal. […]
Introduction If your HR team is still juggling PDFs, spreadsheets, and last‑minute payroll fixes, you’re paying in time, errors, and compliance risk. Imagine instead that an accepted offer automatically generates a populated contract, routes for e‑signature, creates the HRIS record, and pushes compensation changes to payroll—no developer tickets required. No‑code HRIS integration with document automation […]
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Formtify is smart document automation built to eliminate repetitive paperwork. Input once, update everywhere — no more copy-paste, just seamless workflows.