Kickstart HR Automation with these 5 Processes

Even if you don’t have a Human Resource (HR) department, HR processes are a necessity for every company.

The overall responsibility of HR is to oversee employee matters, which can contribute to employee welfare and performance. That’s why, it’s important for HR to operate efficiently, and a solution to achieving that is HR automation.

By automation, we don’t mean replacing HR managers from their jobs. Instead, HR managers can use some help from automated workflows to streamline repetitive, manual and time-consuming processes. Some of the benefits that can be reaped include:

  • Enhanced productivity — Reduce lag time between tasks and streamline HR processes.
  • More focus on strategic tasks — HR managers can set aside more time for strategic tasks like employee training, devising succession plans and more.
  • Greater employee satisfaction — Employees’ requests and needs can be met more efficiently.
  • Less costs, less errors — Manual paperwork can be eased with digital automation, reducing risks of human errors. This also helps to save costs from paper and storage.

Without further ado, here’re some workflow examples for HR automation.

Hiring Process

One of the top complaints that job seekers have about hiring processes is how slow they can get. Individuals can take forever to receive a reply from employers – and sometimes, they don’t.

The hiring process is crucial to attracting talents for your company. Therefore, you certainly won’t want a sloppy and slow process that results in unimpressed candidates right from the start.

To make the hiring process more efficient, you can:

  1. Use online job application forms to consolidate applications from different job seekers.
  2. Construct and automate a workflow to trigger immediate notifications and approvals for your hiring process. Here’s an example:

Leave Management System

Leave management involves overseeing employees’ vacation or time-off requests.

Vacation requests can vary in many types, and different employees will have to seek approval from different supervisors.

But as complex as it may sound, this process can be simplified with workflow automation. This not only makes life easier for HR personnel, but also speeds up leave request approvals, allowing employees to plan their leave activities promptly. 

To make leave management more efficient, you can:

  1. Start by using online leave forms to collect different types of leave applications.
  2. Construct and automate a workflow to trigger immediate approvals for leave management. Here’s an example:


Employee onboarding is the process of assimilating new employees into the company.

One of the key problems of onboarding is spending too much time on administration. Indeed, mere paperwork isn’t going to help your employees feel welcomed at your company.

Instead, an onboarding process should focus on helping new employees to grow comfortable with their colleagues, job scopes and the workplace culture. To afford more time for these areas, you should try to cut down time spent on administrative onboarding. 

Here’s how you can speed up the usual manual, onboarding paperwork with automation:

  1. Use digital employee onboarding forms.
  2. Construct and automate a workflow to trigger immediate approvals for the onboarding process. Here’s an example:


As the opposite of onboarding, offboarding is the process needed for employees to leave their companies. Even after an employee leaves, there’s still a chance for them to be an advocate for your organisation. So it’d be desirable for companies and employees to part ways on a good note, through a smooth and pleasant offboarding process.

Similar to onboarding, don’t overwhelm your employees with offboarding paperwork. Leave that to workflow automation, and allocate more time for a farewell party or to have a good chat with your employees before they leave.

Here’s how you can make the administrative work for offboarding processes more efficient:

  1. Use digital employee offboarding forms.
  2. Construct and automate a workflow to trigger immediate approvals for the offboarding process. Here’s an example:

Employee Performance Review

The purpose of employee performance management is to align individual goals with organisational goals, so as to improve employee performance. Usually, this involves reviewing employees’ work, goal-setting, and providing feedback to them.

A common problem about employee performance review is its infrequency, with nearly half of global companies still using an annual review system. It might be time-consuming for companies to review employee performance multiple times a year, but feedback should be an ongoing, continuous process for it be useful and effective.

To resolve this, you can use workflow automation to make employee performance management more efficient. Employers will then be able to save more time, and can afford to hold reviews more frequently.

  1. Use online employee performance evaluation forms.
  2. Construct and automate a workflow to trigger immediate approvals for review. Here’s an example:

In a Nutshell

To make the transition into HR automation, you can use workflow automation to streamline manual tasks and boost internal productivity.

Even if you’ve got no experience in coding, know that you can always leverage on no-code workflow software like Forma, to help you simplify the process.