DLI Blog

5th September, 2023

HR Workflow Automation: 7 Common Workflows for Human Resources

Human resource workflow represents daily duties and HR operations that are repeated. It is a work routine indicating how human resource management completes its tasks. HR Workflow management, as the name implies, depicts the trip these operations take before being recorded as complete.

By optimizing and automating administrative processes and other activities, you may save time and focus on more important responsibilities.

Why Should You Think About Using HR Workflow Automation Software?

HR professionals understand how time-consuming and monotonous their jobs can be. The entire objective of having an HR department within a firm is to maximize staff productivity while handling other responsibilities.

The human resources department is critical for all businesses because its primary purpose is to shield the company from any problems caused by its employees.

Workflow automation software handles these administrative duties with ease. You can, for example, design a unique travel request system in which employees submit requests and obtain approvals. Because it also allocates budgets and processes reimbursement claims automatically, it makes the entire process considerably more accessible and less time-consuming.

Businesses of all sizes have implemented automated HR Workflow Software, which is unsurprising given the data. 38% of companies currently employ AI, which is anticipated to grow the following year.

  1. Obtaining Signatures on HR Paperwork

When an employee accepts an offer letter, signs a confidentiality agreement, or signs any document linked to business policy, crucial documents must be signed and recorded in your HR management application.

This workflow will include a digital signature application and your HR management system. You can arrange your integration platform to save any signed document in your management software immediately.

  1. Notifications Sent Automatically to Your Team Chat

You can use an integration platform to create a workflow that sends a notification to a team’s chat channel through your HR management app when someone applies for leave. Can also set up similar reports for when someone joins or departs the firm.

  1. Automatically Onboarding New Employees

When a new employee starts, you presumably have them read through your onboarding materials so they understand the company’s values, policies, and anticipated behaviour. Following that, you might send them additional educational resources and recommendations.

May automate this onboarding process by creating a multistep pipeline in which, after the employee is registered to the HR management system, an email account is automatically created, and These onboarding materials are delivered in the first few emails they receive.

  1. Payroll Administration

You should create a payroll account when new employees are added to your HR management platform. You can use your integration platform to design this procedure to automatically generate a report in your payroll software when a new employee is added to your HR management app.

So, You can also set up your payroll software to detect changes in items like designation and salary as soon as they occur in the HR management app.

  1. Keeping Track of Finances

Your expenditure reporting app must include all employees in your organization, so you must create a new user for each new hire in your expense reporting app.

You can use an integration platform to construct a workflow that creates a new account for the employee in your expense reporting app as soon as they are added to your HR management system.

Changes to an employee’s designation are automatically reflected on the expenditure reporting app once made in the HR management app.

  1. Automatically Generate Invoices for Timesheets

When dealing with them, it would be best if you billed clients using employee timesheets. You can create a pipeline between your HR management system and your invoicing app so that every time a timesheet is submitted, an invoice is generated in your invoicing app and automatically emailed to your clients. In this manner, you won’t need to access your invoicing program because billing clients will be handled automatically.

  1. Introducing New Employees to Your Employee Recognition Application

Some organizations have an employee recognition app, where teammates are encouraged to publicly recognise their coworkers for contributions that may otherwise go unreported—apps like this aid in developing a workplace culture of recognition and encouragement.

Instead of manually adding recruits to your employee recognition app, you can construct a procedure that creates an account for each new employee as soon as they are added to the HR management program.

Bottom Line

While these are some of the most typical workflows, you may create any number of custom workflows utilizing an integration platform tailored to your organization’s needs. If you need assistance getting started with DLI-IT HR Works software, don’t hesitate to contact us at DLI-IT.