Workflow Automation for HR

Learn how to revolutionize document-driven HR processes to create more efficient and employee-focused automated workflows. Discover ways to cut costs, simplify procedures, and boost employee satisfaction within your organization.
Workflow Automation for HR

About this program:

This certification program is aimed at anyone working in the HR industry seeking to streamline and enhance their daily workflows. The program guides you through the entire process of understanding airSlate WorkFlow basics and presents typical use cases for HR departments.

By the end of the program, you will be fully equipped with the necessary knowledge to create automated workflows that increase efficiency and reduce stress for both HR managers and employees.

What you will learn

  • How to get started with document automation with airSlate WorkFlow
  • How to set up fully automated document workflows for HR departments
  • What no-code bots are and how to use them for HR document-based processes
  • The most popular no-code bots for HR workflows and their step-by-step configuration process

Program structure:

airSlate WorkFlow 101

airSlate WorkFlow 101

Are you ready to change the way you handle paperwork? Discover how to automate document workflows within one platform and keep things running smoothly.

50 minutes
7431
Automating Employee Onboarding

Automating Employee Onboarding

Onboarding a new employee goes hand in hand with hours of exhaustive paperwork and lost working hours. Sound familiar? Learn how to streamline employee onboarding documentation processes and make the best first impression.

30 minutes
3033
Automating Travel Reimbursement

Automating Travel Reimbursement

Is your ability to manage travel expenses stifled by cumbersome reports, hours of administrative work, and payment delays? Discover how to speed up travel reimbursement workflows and focus on more crucial tasks rather than paperwork.

30 minutes
2745
Pre-fill from Doc to Doc

Pre-fill from Doc to Doc

How much time do you spend copying information from one document to another? Learn how to automatically route data between multiple documents to save time and eliminate the hassle of completing high-priority tasks on a deadline.

15 minutes
3908
Email on Documents Completion

Email on Documents Completion

Are you looking to track when exactly your documents are completed and where they will go next? Stay on top of your documents’ completion by receiving automatic emails with completed documents attached.

15 minutes
3923
Save to Google Drive

Save to Google Drive

Still worrying about your critical documents being safely and properly stored in your cloud services? Run organized and consistent document workflows by automatically archiving completed documents to the Google Drive folders of your choice.

15 minutes
3926
Export to Google Sheets

Export to Google Sheets

Do you find errors or typos when pulling large amounts of data into spreadsheets? Learn how to completely get rid of any mistakes that occur in spreadsheets while automatically populating Google Sheets with data from your documents.

15 minutes
4109
Pre-fill from NetSuite Records

Pre-fill from NetSuite Records

Why waste time on moving data between records manually? Discover a fast and simple way to eliminate inaccuracies by automatically pre-filling your documents with NetSuite data.

15 minutes
2469
Rename Workflow Instances on Completion

Rename Workflow Instances on Completion

Isn’t it easier to sort document packages when they are properly named? Discover how to automatically change names for your sets of documents using recipient data.

15 minutes
3623

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The best way to streamline human resources processes

Nowadays, just about every company with more than 15 team members has a human resource management department. This department has many roles including the preparation of important internal documents and policies, recruiting, and the process of organizing different parties, corporate events, and trips. That means various surveys, forms, and contracts need to be filled out, distributed, executed, and stored. A major question industries of all kinds are asking themselves is how to introduce human resources automation to HR workflows.

When you need to automate HR workflows

Managing people is not an easy task, and there are a lot of steps involved: monotonous steps, especially around paperwork. Implementing new HR management systems and hiring more specialists is not an effective way to improve your workflows while at the same time reducing spend and increasing employee satisfaction. More often than not, this approach leads to work overload; more time spent on organizing documents than on value-driving activities. Companies that have adopted digitization as a philosophy have begun to automate human resources processes for more streamlined operations.

Reasons to automate HR processes

There are many reasons why an organization should automate its HR processes:

  1. Faster performance. By implementing automation, your HR department will be able to start and complete tasks more efficiently. Analyze, sort, and transfer large amounts of information in just a few minutes to save hours, days, or even weeks worth of time.
  2. Saved resources. By avoiding the need to hire additional team members via automation software, you’ll be able to save on resources that you can then spend elsewhere or save for reserve. Let robotic process automation (RPA) handle the tasks that don’t need creative thinking.
  3. Calculated growth. By setting up conditions that are controllable and flexible, your team will be able to use collected data to make smarter business decisions. Set yourself up for success with the ability to estimate the impact of specific actions and the business value of specific workflows.
  4. Consistent development. By letting an automation system control your mundane steps and actions, you’ll have the conditions needed for consistent development. Develop processes in a way that’s optimized and repeatable.

How HR automation works

HR automation is the process of eliminating repetitive manual tasks in the sphere of managing human resources and replacing them with software that operates independently of people. In other words, it's delegating routine tasks to specialized software.

The primary purpose of human resource process automation is to empower employees to focus on things that really matter. Paperwork is important but copying and pasting data between systems of record is boring and mentally draining. By giving your team members the chance to focus their energy on creative activities like strategy and communication, you’ll improve your organization’s results.

Sounds great, but how does human resources automation actually work? It’s time to dive into the details together.

First of all, you need to choose specialized software. You can take three different approaches:

  • Create an IT department and build your own program for internal use;
  • Hire IT specialists and low-code automation services like Zapier;
  • Use no-code solutions like airSlate WorkFlow.

It can take a while to go into the details for all three points, so it’s better to focus on the one that requires the least amount of investment in time, energy, and money – airSlate WorkFlow.

How airSlate WorkFlow automates HR workflows

airSlate WorkFlow covers all the steps of a document lifecycle for any human resources process.

  • Document generation. Get a powerful built-in document editor that allows you to create professional documents and fillable web forms.
  • Assigned roles. Assign fields to specific participants as roles to specify what should be done, when it should be done, and by whom.
  • Automation. Configure automation and integration Bots for more efficiency and productivity when working with systems of record and other platforms for sales, marketing, etc.

airSlate WorkFlow is a cloud-based solution. You don't need to install anything. Once you register an account, you have the ability to create your first document. In addition to being easy to get started with, airSlate WorkFlow offers free human resources management processes courses at the airSlate Academy. Make building HR workflows easy, and enroll in the airSlate Academy today!

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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To streamline human resource processes effectively and affordably, consider implementing airSlate WorkFlow—no need for extra software installations or IT specialist hires. Our all-encompassing solution empowers users to eradicate workplace monotony. Completing courses at the airSlate Academy can transform anyone into a proficient document workflow automation expert who can construct custom human resources automation workflows.

Human resource automation helps you find the best employees, track their progress, and control the work atmosphere. Additional specialists also handle all paperwork processes to obey the law and make everything in legal terms. HR department works more than many think, and implementing specialized services that help specialists increases their effectiveness. As a result, your employees are more satisfied with their work, and the entire company's efficiency grows.

Yes, automation is accessible to everyone through airSlate WorkFlow. Our tool eliminates the need for specialized coding skills; anyone familiar with basic business principles can automate various aspects. By leveraging an HR management system driven by airSlate WorkFlow, you can refine current workflows to enhance efficiency and cost-effectiveness.

HR automation works through technology, specifically software and digital tools, that automate tasks and processes within the HR department. This can include automating repetitive tasks like data entry, document management, employee onboarding and offboarding, performance reviews, and payroll processing. With airSlate WorkFlow, you can access user-friendly tools to create custom automated workflows tailored to your needs.

HR automation helps your employees get free from paper hassle and spend time and effort handling more essential tasks. HR specialists gain the ability to focus on problem-solving instead of checking and routing data between people or databases. In addition, automation simplifies calculations and decreases the risk of human error. As a result, you receive a more efficient system and reach new levels of providing business.

An HR management system (HRM) is specialized software designed to enhance human resource processes, ensure compliance, and streamline transactions. This service enables teams to simplify employee management tasks. However, for a comprehensive infrastructure, integration with other tools is essential. To avoid using multiple solutions, consider airSlate WorkFlow. Enroll in one of our airSlate Academy courses to master automation techniques for task, document, and human resources management.

You can enhance your company's efficiency with automation through airSlate WorkFlow. Our solution speeds up and simplifies repetitive tasks such as employee interviews, data requests, and processing. Eliminate paper-based processes and empower your team to focus on their core roles. Start your journey to enhanced internal procedures with the airSlate Academy for HR automation.

Robots and AI technologies are revolutionizing how we approach HR management, offering innovative solutions that enhance efficiency and decision-making. While they bring unparalleled precision and automation to repetitive tasks, they act as a complement rather than a replacement for the human touch in HR management. By integrating these advanced tools, companies empower their HR teams to focus more on strategic planning and fostering meaningful employee relationships.

airSlate WorkFlow allows you more than templates for building human resource workflows. Using this tool, you can customize every step in your workflow. You can craft branded fillable forms, create personalized emails, automatically assign roles for processing requests, and much more. Consider enrolling in the HR process automation course by the airSlate Academy to become a pro in this sphere.

Effectively optimizing HR workflows involves the challenging task of prioritizing areas for automation. Delve into the intricacies, identifying operational bottlenecks and time-consuming tasks. A specialized course on human resources automation from the airSlate Academy streamlines this process, teaching efficient HR automation techniques. Enroll today and start your journey.