UKG & MetaSource FAQ

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.

MetaSource has digitized more than 26 million pages of employee files for UKG clients. We have successfully converted and uploaded more than 13 million documents to UKG Document Manager.

Three reasons: experience, security, and our customer focus. We do not believe in one-size-fits-all so our solutions are tailored to your company’s needs. We are your go-to digital conversion partner and will provide you with a stress-free experience.

Experience

We have been scanning and uploading employee files into the PeopleDoc platform (now UKG Document Manager) since 2013. We know the platform inside and out and we know what it takes to deliver the best end user experience. Second, we know HR. We process millions of documents for your UKG clients each year. We know the challenges faced by HR professionals and we work alongside you to solve those challenges every day.

Security

We’re all about security. We’re SOC 2 Type 2 certified, our employees are HIPAA compliance trained, and we have multiple layers of security and controls wrapped around our entire process. Receiving a SOC 2 Type 2 Report is a rigorous process for any business. Every year an independent Certified Public Accounting firm must conduct a week-long objective audit of the business’s controls, ensuring they are documented and implemented across systems and processes in at least one of five trust principles: security, confidentiality, availability, processing integrity, and privacy. Organizations that pass this audit receive a SOC 2 Type 2 Report, and at MetaSource we’re proud to have received it every year we’ve been audited.

Customer Centric

We’re a customer centric organization, consulting and guiding organizations like yours with best practices and provide outstanding customer service. We’re more than just your vendor, we’re your partner.

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.

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.

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.

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.

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

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

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.

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.

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

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.

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.

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

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.

Call us at (888) 634-7684, email us at marketing@metasource.com, or fill out a form.