6 HR Processes You Can Automate for Improved Efficiency


two human resources professionals discuss HR processes

Effective human resource processes are vital when it comes to things like hiring, compliance, and—ultimately—employee success. 

Any HR process involves several steps, so human resource professionals are used to long, tedious checklists for things like onboarding and benefits enrollment. These checklists can absorb HR’s time and create bottlenecks that hold up the overall process.

So what if you could automate these processes and help your team become far more successful?

How Automation Can Improve Your HR Process

Manual processes likely take up a huge portion of your HR team’s time. They’re used to things like digging up the necessary paperwork for benefits, enrolling new hires in the proper training course, checking that employees complete onboarding tasks, reviewing and routing each time-off request, and writing new emails for each step.

While HR teams are pros at many of these manual processes, human error is always a possibility. Missing one step can lead to compliance issues that cost your company.

  • Automating your HR processes can:
  • Prevent costly or time-consuming errors
  • Keep processes consistent
  • Free up time for your HR team too work on more important matters


Shouldn’t an HR team have time to focus on something other than paperwork? Put your HR department’s time to better use by using a process automation solution to automate these 6 tasks (and more).

#1: Employee Onboarding & Offboarding

Recruiting and hiring a new employee can cost over $4,000 more than retaining an existing employee. And one study showed that 69% of employees are more likely to stay with a company if they have a good onboarding experience.

An offboarding strategy is nearly as crucial to your company’s bottom line. It can save your company from a wrongful termination lawsuit and save you from overpaying on benefits after employees leave. Automating the process ensures no step goes unfinished.

#2: Employee and New Hire Training

Automation can take away some of the headache that comes along with scheduling and implementing training for existing employees and new hires. Automated processes deploy training materials to new employees as part of their onboarding experience. Training programs are rolled out quickly, and employees are automatically sent reminders for incomplete tasks.

Golding Contractors successfully implemented a new hire program as part of their automation rollout with K2’s digital process automation platform. As a project-based operation with a high volume of new employees for any given process, their fast and error-free automated new hire process is crucial for getting a project started ASAP.

LEARN MORE: Customer Story: Golding Contractors

#3: Benefits Enrollment

Most people have dealt with a confusing or difficult benefits process at some point in their careers. The healthcare system is confusing enough without having to deal with difficult benefits documents or errors in processing paperwork.

Automating the benefits enrollment process increases accuracy. It also allows employees access to modify their benefits enrollment each year, so they can rely less on the HR team for manual updates.

#4: Time-Off Requests

Automate time-off requests to automatically route to the appropriate person for review and approval. Ensure compliance and make it easy for employees to manage and track their leave requests over time.

#5: Performance Management

Having the right people on the team makes all the difference to your organization. A performance management program ensures managers are continuously giving and receiving employee feedback, so employees feel more confident about their positions in the company and their career trajectories and are able to receive constructive feedback or additional training as necessary.

Don’t let performance management slip a supervisor’s mind. Use a process automation platform in the HR department to launch standardized performance reviews after a set date for each employee.

#6: Exit Interviews

You can’t afford to skip an exit interview when this feedback can provide crucial insight into how your company can increase employee retention rates. 

By automating your exit interview process, you can do more than ensure an exit interview happens. For example, you can help employees feel prepared for their exit interview by scheduling a date well in advance, while managers are equipped with the right kinds of questions to keep data consistent across departments—data that’s automatically stored so the right people can easily access it.

What Does HR Automation Mean for Your Department?

Few HR professionals get into the field because they simply love paperwork. Human resources departments help companies grow and thrive, something your HR team is passionate about.

Process automation doesn’t take away jobs from your HR department. It helps them to focus on what matters most. Human resources teams can spend more time analyzing issues that come up throughout the company to provide a better experience for everyone.


Learn more about the possibilities of automating processes across your company.

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