You are viewing limited content. For full access, please sign in.

Discussion

Discussion

HR Backlog Question

Updated October 13, 2014
posted on October 6, 2014 • Show version history

I was wondering if anyone had any experience or suggestions on how you handled document assigning of HR backlog files.  HR currently has over 40 doc types and our group is trying to develop a plan on how we are going to identify and assign doc types without having to do this manually.  Our HR department has around 500,000 images and around 13,000 employee files (document).

 

My idea of this is to utilize Quick Fields to separate pages based on OCR name identification or generating a master form for each doc type using OMR.

 

Any thoughts?

0 0
replied on October 13, 2014

Great and thanks for the help!  There is a substantial list for the document classes considering HR has a list of over 50 doc types, not all standardized.  One of the tricky parts will be that a lot of HR files are for Faculty and because of this there are a lot of transcripts.  I feel more confident at this point though as HR is comfortable with the plan of only separating standardized documents and manually separating the forms they come across in the future.  This should help out a lot in the complexity of what we'll have to do in Quick Fields/workflow.

 

Thanks for the responses!

0 0
replied on October 9, 2014

Hi Ramon,

It sounds like you've got the right idea!  As Chris pointed out, Quick Fields can really do just about anything, it's all a matter of configuration.  I'm going to assume that most of these are standardized structured documents.  If that's the case, you should be able to use Zone OCR or Form Identification to classify the documents pretty easily.

It's tricky to provide a lot of details without knowing more about what the documents you're scanning look like, how many different document classes there are, etc.  If you run into any specific problems though, we'd be happy to take a look at things for you and provide some feedback!

1 0
replied on October 9, 2014

Yes this is basically what I was getting at. We are going to try and identify as many standard forms as we can but separating the rest that were not obviously defined as backscan works for us and I believe we will give the HR department the ability to separate out documents that they identify as a specific doc type on an as need basis.

 

Thanks for your suggestion!

0 0
replied on October 9, 2014

Oh I see,

 

Normally when doing a back scan, if there is no obvious way to define document type then just I normally just categorize them as BACKSCAN or something similar. Is that what you mean?

2 0
replied on October 8, 2014

Well I just wanted to see how backlogs were usually handed as far as assigning doc types.  Doing this manually for the volume of documents would take a very long time.  Just wanted to see if anyone had experience on how these doc types were being assigned.

0 0
replied on October 7, 2014

Hi Ramon,

 

Yes that would probably work. I'm unsure what 'thoughts' you are looking for?

 

Quick Fields can be configured to do pretty much anything. It's all about the forms and how you setup Quick Fields.

 

Is there something specific you were looking for?

 

Cheers!

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...