Document Transfer Service
Our streamlined document transfer service converts a complex, risky manual process into a secure, seamless, and compliant transition for your business.
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Document Transfer Service
Businesses often underestimate the complexity of transferring historical documents such as payroll records, performance reviews, contracts, and training certificates during HCM system transitions. Doing so manually, especially at scale, can be extremely time-consuming and error-prone.
PuzzleHR makes document transfer easy by offering a secure, efficient, and precise method for moving employee documents
Tailored Transfer Plans: Customized to your specific compliance needs and operational requirements.
Secure Data Handling: Utilizing advanced security measures to protect sensitive employee information.
Validation and Integration: Carefully transferring, verifying, and accurately integrating each document into your new system.
Our Service
We deploy our proprietary automation technology that integrates directly with both legacy and next-gen HCM systems. We start with a detailed data mapping and classification phase, ensuring every document is categorized by type, retention policy, and user access level. From there, our system executes a high-throughput transfer process—with built-in encryption, access controls, and validation checkpoints at every stage.
The result: a fast, accurate, and secure document migration that meets enterprise IT and HR compliance requirements. Whether you’re moving 1,000 or 300,000 files, PuzzleHR helps protect sensitive data, and delivers clean, ready-to-use employee records into your new environment. Click to Download our complete Document Transfer Service Information Sheet
Case Study
Want to see how PuzzleHR’s Document Transfer Service performs in the real world? Our clients span industries and sizes—from enterprise growers to tech startups—and they all faced the same challenge: massive document migrations with no room for error. Explore our case studies to see how we helped them cut project time by over 90%, stay fully compliant, and achieve smooth HCM transitions without disrupting daily operations. Click below to read their stories.
Blog
Ready to make your HCM switch seamless? Dive into the full post for best practices and a step-by-step guide to ensure your data is migration-ready. Read the full article.
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Have questions? We've got you covered.
Below you’ll find answers to common questions about our document transfer service.
What is a document transfer service and why is it important during an HCM system migration?
A document transfer service automates the secure migration of employee documents from one Human Capital Management (HCM) system to another. This ensures data accuracy, compliance with retention policies, and minimizes manual labor and errors, which is critical during large-scale system transitions.
How does PuzzleHR ensure data security and compliance during document transfers?
PuzzleHR uses proprietary automation tools configured to your specific systems, enforcing strict data retention and compliance standards. Every document is securely processed and linked to the correct employee profile, protecting sensitive information throughout the transfer.
Can PuzzleHR handle high-volume document migrations for large enterprises?
Yes. PuzzleHR has successfully executed migrations of over 380,000 documents for organizations with 50,000+ employees, reducing what would have taken over a year manually to just days with automation; without compromising accuracy or security.
Is your document transfer solution adaptable for small or mid-sized businesses?
Absolutely. Our automation platform is highly configurable, making it effective for businesses of any size. Whether transferring 1,000 or 100,000 documents, we tailor the process to fit your timelines, systems, and compliance needs.
What are the key benefits of using PuzzleHR’s document transfer service?
Key benefits include reduced labor costs, faster implementation, error-free compliance with legal standards, and seamless integration into your new HCM system. Clients also avoid downtime and remain focused on operations during the migration.
Your PuzzleHR Team Delivers Expertise
- Employee Engagement Benchmarking
- Learning Management System
- Document Transfers
- Strategic Retention Strategies
- Onboarding
- Performance Management
- Confidential "Whistleblower"
- Benefit Management
- Consultation Recruiting Services
- Effective Interview Techniques
- Pay and Compensation Benchmarking
- Employee Handbooks