Mastering Your HR Management Workflow

Creating an efficient and effective human resources (HR) management workflow is a step-by-step process that’s necessary for automating your hiring process, optimizing employee onboarding, and simplifying tasks.

We’ll examine real-life applications of HR management processes to better understand how to set up a successful HR workflow. If you haven’t already, explore our blog post describing what a workflow looks like and how it helps to get the right work done at the right time.

Benefits of Automating Your HR Processes

Incorporating workflows into your HR management systems fulfills your organization’s unique needs and addresses different demands. Setting up your HR workflow can offer benefits like:

• Reduce manual errors

• Bridge process gaps

• Save time and improve productivity

• Enhance process efficiency

• Boost employee morale

HR Role Management

An effective Human Resources team can involve a range of roles responsible for different stages of the hiring and management process. This is why workflow can apply to roles like talent management, compensation and benefits, training, development, and compliance. And with customizable workflows, there’s no limit to how you choose to create or modify your individual role responsibilities or the overall flow of your work processes.

Use Cases for HR Workflow

1. Employee onboarding

We all know that employee onboarding can be time-consuming and tedious. By optimizing the onboarding process with workflow automation, new hires can complete their paperwork and submit documents with ease! Send automated email notifications to members of your team and customize depending on what custom steps work for your business.

2. Performance reviews and 360-degree feedback

When it comes to employee management, consistency and accuracy are crucial. And these two can take a hit when the process is completely manual or paper-based. Although paper checklists work, you cannot rely on them alone. Steps can be skipped, and inconsistencies can pop up. An automated HR workflow will validate every step of the way, ensure compliance, and back up the process.

It’s important that quarterly check-ins and reviews occur on a consistent basis. And the line is not usually straight from creation to review to completion. Setting up a workflow will help make sure reviews occur on a timeline that works for you and your business. It also has potential to strengthen the employer-employee relationship.

3. PTO requests

The long and often complicated process of time-off management is a perfect candidate for workflow automation. Traditionally, PTO requests involve back and forth emailing, sifting through detailed spreadsheets and deciding whether to approve the request.

Automating the tasks associated with managing PTO requests can accelerate this process substantially.

4. Project planning and execution

Manual workflow management is not just time-consuming – it is also inconsistent. To reduce the potential for errors and reduce the huge cost factor associated with manual paper-pushing, organizations need to optimize their workflows. However, before starting to look for workflow management solutions, it is essential to identify the existing problems.

The ability to define custom workflows is powerful yet a simple enough feature that enables your system to meet your team’s unique processes.

And it’s important to look for a tool, like Cognito Forms, that powers you to create workflows that can map directly to each of your HR process stages.