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Guide to HR Workflow Automation

Guide to HR Workflow Automation

Guide to HR Workflow Automation

HR workflow automation can be defined as a process where the human resource management system automates the HR tasks and all its activities. It helps in reducing the workload of the employees, increasing the productivity and accuracy of the employees, reducing costs, and improving customer service.

It’s no secret that the most successful businesses have automated their HR processes. While this can seem daunting, it’s quite easy to automate your HR workflow.


Best Used Case for A Standard HR Workflow Automation

A standard HR workflow is a process that has been standardized to ensure that all HR activities are performed uniformly. The purpose of a standard HR workflow is to ensure that all employees receive the same treatment and have the same access to benefits and other employment-related services.

The advantages of using a standard HR workflow include:

Standardization – The use of a standard HR workflow ensures consistency across all departments and locations. This helps eliminate confusion among employees about how they should handle certain situations, such as requesting time off or filing for retirement benefits.

Consistency – A standard HR workflow also promotes consistency among all employees within an organization. Employees know what documentation they need and when it needs to be provided, so there is no confusion about what they need to do or when they need to do it.

Efficiency – Standardized processes are more efficient because they don’t require employees to spend time learning new procedures or trying to figure out how things work on their own. They also help eliminate unnecessary paperwork and other documents that can slow down your office’s ability to respond quickly to requests from employees or manage the day-to-day operations of running your business effectively.

The best-used case for HR workflow automation is for new hire onboarding. This process can be cumbersome and time-consuming for HR departments and hiring managers. For example, the hiring manager has to gather all the necessary information from a potential employee and other relevant documents. Then, they must input that information into multiple spreadsheets and databases to manage their employees’ onboarding experience.

The problem with this scenario is that it requires hiring managers to spend a lot of time on paperwork which can distract them from their core responsibilities of running their business operations. This is where HR workflow automation software can help by automating most of the tedious tasks so that hiring managers can focus on other areas of their jobs.


Understanding the Importance of a Corporate Workflow for HR Process

A corporate workflow is a set of processes that define how different departments or individuals within an organization work together to achieve their goals. The concept of a corporate workflow is similar to the concept of an individual’s workflow, but it applies to the entire organization instead of just one person. Workflow automation is a way for HR professionals to implement and manage corporate workflows in their organization.


The Importance of Corporate Workflow Automation for HR Processes

An effective corporate workflow can help HR professionals streamline and automate time-consuming tasks so they can spend more time focusing on other important aspects of their job. For example, if you need to hire employees for your team, you may have several hiring managers who are responsible for finding candidates and conducting interviews with them. Creating a hiring process using an automated system allows these managers to quickly find candidates based on the criteria they want and schedule interviews with them without having to manually input each candidate’s information into your system. This saves time so they can focus on other responsibilities like interviewing candidates and making hiring decisions instead of spending hours searching through resumes and scheduling meetings with applicants.


Key Elements of a Well-Defined Corporate Workflow for HR Process

It’s important to have a well-defined corporate workflow for HR processes so that the company can ensure that all employees are following the same process and getting the same information.

The key elements of a well-defined corporate workflow for HR processes can be grouped into four categories:

  • Workflow Processes

These are the high-level processes that your enterprise follows to do business. They represent the major activities that your enterprise performs regularly. Examples include hiring, onboarding, and promotions.

  • Workflow Tasks

These are the individual tasks that make up each workflow process. Each task represents an action or set of actions that must be performed to complete a specific activity within that process. For example, there may be multiple tasks involved in hiring someone new including creating an advertisement, posting it online, screening candidates, and selecting the best candidate for the job. Each of these tasks would be represented as an individual task in your workflow management system.

  • Workflow Work Items

A work item is something that needs to be done within a given task for it to be completed successfully. A work item could be anything from submitting an application form or document to approving someone’s request for time off.


Steps to Set Corporate Workflow for HR Process

Step 1: Analyzing Current HR Processes

The first step in designing a workflow is to analyze the current HR processes. For example, if your company has a hiring process that involves multiple departments, then it’s important to understand how each department contributes to the overall process and what their role is. This will help you determine which departments should be involved in the design and implementation of your new workflow automation system.


Step 2: Defining Goals and Objectives

For this step, you have to identify what you want to achieve with your new HR workflow automation system. What are the business outcomes you want from it? These will help you define clear KPIs (Key Performance Indicators) for measuring the success or failure of your new system. You can also use them as benchmarks for future development efforts.


Step 3: Mapping the HR Process Flow

Once you have analyzed current processes and defined goals, it’s time to map out how they all fit together into one unified flowchart. This will help you identify any gaps or inconsistencies in your current processes and suggest potential improvements that could be made along the way. It will also give you a good idea of where you can streamline and automate processes.


Step 4: Assigning Roles and Responsibilities

Once you have mapped out all of your HR processes, it’s time to assign roles and responsibilities. This involves determining who will be responsible for each task, as well as their level of involvement. For example, if you’re automating an onboarding process, you might assign a manager as the primary contact responsible for communicating with new employees during their first few weeks on the job. Other people involved in this process might include human resources managers or even other managers who have been assigned certain tasks like setting up payroll accounts for new hires.


Step 5: Implementing Technology Solutions

Now that you’ve determined your process, mapped it out, and developed a detailed plan, it’s time to implement the technology solutions that will help automate key processes.  It can be done through a variety of methods, including:

  1. The use of an HRIS (Human Resource Information System) such as HRiQ, to automate many aspects of your workflow. These systems include everything from basic payroll to more complex HRIS software, which allows you to manage all aspects of employee management, from recruitment through retirement. It is important to find one that is flexible enough to meet your company’s needs in the future. A good HRIS should be able to grow with your company as it grows and changes. It should also be easy to use so that employees can quickly adapt to using the new system without needing extensive training.
  2. The implementation of an electronic signature service for employment documents. This ensures that you never miss an important deadline or action item again.
  3. Implementation of automated reminders and alerts that keep your employees on track with their tasks and responsibilities at all times.


Step 6: Training and Communication

This is an important step because it makes sure that everyone understands how the new process will work, and it also ensures that there are no misunderstandings about what should be done in each step of the process.

Training may be done in person or through documentation. If training is done in person, it is important to make sure that everyone understands how the system works. If training is done through documentation, it should include screenshots, illustrations, and examples of how to use the system. It is also helpful to include notes on any limitations or difficulties that might arise when using the system.


Step 7: Monitoring and Continuous Improvement

This is the stage where you look back on your previous steps, analyze them, and make improvements based on what you learned. This step also involves making changes to your workflow automation system as well as other systems involved with the process.

If you want to improve your HR workflow automation system, start by updating your requirements document with new ideas and requirements based on your experience implementing the previous steps. You can also conduct interviews with employees or managers who have been using the system for some time now. You can ask them about their experiences so far and how they think it could be improved.


Step 8: Enhance Workflow Diagram and Streamlining More Processes

After you have all the processes, tasks, and decision points, it’s time to streamline them. Creating a diagram of your workflow will help you visualize how things work together.

Identify bottlenecks in your process and try to eliminate them. This could mean changing the order of tasks or adding more steps to certain processes. For example, if there are multiple people involved in approving an expense report, then perhaps a checklist system can be implemented so that everyone knows what needs to be done for approval.

If your process involves checking with several departments before making a decision, then get those departments on board with streamlining the process before implementing automation. Sometimes it’s necessary to consult with other departments because they need information before they can give their approval or rejection. In these cases, you will need an approval workflow that includes both HR and other departments within your organization as well as outside vendors and suppliers who may also be involved in these decisions.



A successful and smooth implementation of HR workflow automation is a fool-proof way to boost the productivity of the HR team. This, in turn, can lead to higher satisfaction in the employees and create a positive brand image for your organization. It eliminates the need for manual data entry and greatly reduces the amount of time spent on routine tasks. This frees up employees to spend more time providing direct support to internal customers and conducting investigations.

Looking to implement HR Workflow Automation? Streamline and automate your HR processes with HRiQ today. Contact our sales consultant at [email protected] / +65 6594 4138 and learn how HRiQ can streamline your HR processes.

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