Professional Development and Employee Reimbursement
Another improved business process in the HR department allows for automatic reporting.
“Each year we would have to do all sorts of data mining and calculations in order to tell the state what we’d done for professional development. We would have to designate the leave type, how many days were used, and whether the events were certified or non-certified. Now the report is automatically generated. That’s been a huge relief,” said Judy.
Once an employee returns from professional leave, they can use Softdocs’ Electronic Forms solution to generate their reimbursement form.
“Our turnaround time for employee reimbursement is much more efficient,” said Brown.
“It used to take days just to get all the data to the district office for approval, and even longer for the check to be cut and sent back to the employee. Now, employees can attach scanned receipts and invoices directly to the reimbursement form in Softdocs’ Electronic Forms solution, and it lands on our desks in just a few minutes instead of a few days.”
Overall, the Softdocs ECM Platform has minimized the completion time of business processes and has allowed Bulloch to concentrate on more pressing tasks.
“We complete processes so much faster simply by eliminating errors. We can set forms to require certain fields, and even if something is entered incorrectly, we can simply route the form right back to the employee electronically. We don’t have to wait two or three days for the employee to receive it by mail, just to have the whole process start over again,” said Brown.
The Softdocs ECM Platform was customized to meet Bulloch’s specific departmental needs.
“Other software providers are not anywhere near as willing to customize their solutions as Softdocs,” said Judy.
“Sometimes you just want to tweak something here and there, and Softdocs is really great about not charging a huge amount just for a tweak. There’s been a lot of flexibility that we really enjoy.”