UKG & MetaSource’s Long History Working Together

About the MetaSource & UKG Partnership

Since 2013, MetaSource has been the U.S. national scanning partner for the conversion and uploading of employee files into UKG Document Manager (formerly part of the Ultimate Software and PeopleDoc HR platforms). We have been helping companies go paperless for over 30 years and are experts in document scanning, indexing/tagging, workflow automation software, outsourced digital mailrooms, and cloud document management software. We’re proud of our commitment to quality, security, and superior customer service, and it shows in everything we do.

More Than Just Paper

Scanning and uploading employee files into UKG Document Manager is a huge undertaking. Luckily MetaSource is here to help! We’ve been helping UKG’s clients digitize, tag and upload all their existing HR files into UKG Document Manager. Whether paper, digital files on legacy systems, or PDFs on shared drives, MetaSource manages the digital transition and ensures the best end user experience. We have digitized more than 26 million pages of employee files for UKG clients and have successfully converted and uploaded more than 13 million documents to UKG Document Manager.

3 Reasons UKG Chose MetaSource As Their U.S. Scanning Partner

1. Expertise in Document Scanning + UKG Software

Since 2013, MetaSource has been scanning, tagging, and uploading employee files into UKG Document Manager, formerly known as PeopleDoc. We’ve helped make the transition to UKG Document Manager easier for clients. We know the platform inside and out and we know what it takes to deliver the best end-user experience. Every year, we process tens of millions of documents, know the challenges faced by HR professionals, and help guide them throughout the transition process.

2. Security + Data Protection

MetaSource is SOC 2 Type 2 certified. Receiving a SOC 2 Type 2 Report is a rigorous process for any business. We go through an annual weeklong audit by a Certified Public Accounting firm to assess the security we have in place. On top of that, all our employees are HIPAA compliance trained and we have multiple layers of security and controls wrapped around our entire process.

3. Superior Customer Service

MetaSource prides itself on its superior customer service. Over the past 10 years working with UKG, we’ve helped clients overcome any and all obstacles that may arise in the process and are here to guide you along the way. MetaSource has over 30 years creating paperless offices nationwide. We’re proud of our commitment to quality, security and superior customer service, and it shows in everything we do.

What UKG Says

MetaSource consistently provides exemplary service to our customers. Their scanning and indexing expertise is critical for our clients with paper files that need to be digitized and integrated into UKG’s human resources service delivery platform. They are a trusted and dependable partner and are excellent at helping our clients go paperless.

UKG

Learn more about our partnership with UKG

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A Stress-Free Experience

Our stress-free approach to scanning all of your HR files is based on over 30 years of experience working with various industries:

Getting it right the first time

We assess each client’s timeline, indexing requirements, number of files to be converted, and other factors based on our experience working with UKG since 2013. Once we’ve aligned, you’ll meet with your client services manager.

One-point person to help you every step of the way

Your client services manager will answer all of your questions and develop a tailored plan that fits your specifications and budget. Whatever your needs, your client services manager is your go-to person to make sure your project is handled properly and expeditiously.

Ensuring the highest quality

Our quality control team receives job-specific training to ensure accuracy, completeness, and adherence. Every project is executed with the utmost quality and attention to detail.

MetaSource’s Document Scanning Process

1 Log in and track

2 Prep documents

3 Data capture and quality control

4 Data validation and exception controls

5 Upload documents to UKG Document Manager

Frequently Asked Questions About the Process

Can you help my company convert existing HR files to the UKG platform?

We do more than just converting paper into digital images, we can help you upload digital documents from share drives or other legacy systems so you can transition faster and easier to UKG Document Manager.

What types of documents can you scan?

We scan all types, sizes, and volumes of documents including HR employee files, accounts payable files, general business documents, medical records, bound books, lab books, and oversized and long documents.

What is the typical size HR archiving project you handle?

Our production facilities are designed for high volume and quick turnaround document scanning jobs. Many of our HR conversion projects are hundreds of thousands of pages coming in from multiple locations.

How long does it take to scan my documents?

Turnaround time is dependent upon the quantity of work, job specifications, and our facility production schedule. We work with you to ensure your turnaround needs are met.

What happens if all of my documents cannot leave their office at once?

We can create an ongoing pickup schedule with you for smaller shipments so scanning can be done on a rotating basis.

Where are my documents scanned?

Your clients’ documents are digitized at our SOC 2 Type 2 production facilities located across the United States.

How do my documents get to your facility?

We ask that you pack your documents in standard bankers boxes, 10” x 12” x 16”. If needed, we can ship boxes to you. We provide a short guide with detailed packing instructions to ensure documents are transported safely. We partner with FedEx and recommend their Freight Box Service.

What happens if someone needs a document while it is at your facility?

The person simply request the document(s) from their MetaSource project manager and we will securely transfer the documents within a short period of time.

How do you determine pricing?

Our pricing is based on volume and the complexity of the required archive plan.

How can I estimate how many documents we have?

On average, a vertical filing cabinet drawer holds 3,000 to 5,000 pages. A standard bankers box, 10” x 12” x 16”, holds up to 2,500 pages. Multiply the number of file drawers and boxes you have to get your estimated number of documents.

What are your quality control procedures?

Quality control processes are built into our production process from the moment your documents arrive in our facilities to final delivery of your digitized documents and data.

We use proprietary tracking software to track the status and location of every job. Detailed job specifications are signed by our clients before we start any job. Best-in-class scanners deliver high quality images (many times better than the original) and prevent double feeds. Our skilled scanning technicians conduct visual quality control checks during the scanning process and quality control technicians check scanned images for completeness and accuracy. Double key indexing ensures accuracy. Our project managers run final data and images through steps to ensure accuracy, data integrity, and completeness.

How are my documents uploaded into UKG Document Manager?

We built a custom upload utility using APIs so we can securely upload directly to your EFM site.

What do you do with the documents once they have been scanned?

We store your scanned boxes in our facility at no charge for 60 days after delivery of your data and images. After that, we can securely shred the documents and provide you with a certificate of destruction, return them, or ship them to a long-term records storage facility. Most of our clients have their documents shredded.

How can I contact you to learn more?