According to a recent survey by PWC among 600 HR and HR information technology (IT) leaders on six continents, intelligent automation or process automation is the focus for 45% of the participants.
With an ever-growing spend on HR technology, HR management seeks to automate human resources as much as possible so that the human resources staff are freed up so that they can attend to their jobs with greater efficiency.
When basic HR tasks like onboarding, offboarding, etc., are automated, the whole HR department is enabled to shift from a supportive, administrative, and mainly operational department to a front-line, business-driven strategic department that can provide the agility a business needs to thrive in the future.
There are many other benefits as well to businesses automating HR processes. Those include:
- Going paperless
- Less time is spent on processes that were once manual
- Saving on costs, hours, and resources
- Data is secure in the cloud
- Cloud-based solutions can scale as requirements change
So the question is, how can your business tap into the power of HR process automation? Why with Workativ, of course!
Workativ is a no-code platform for scaling your IT & HR support with AI-based self-service automation. Delivering remote support for employees is more important than ever and Workativ can help automate employee support with intelligent chatbot and process automation, out-of-the-box. Workativ’s chatbots can be added to any of your instant messaging apps like Slack or Microsoft Teams so that employees can self-serve their IT/HR issues, on-the-go, anytime.
If your business is using an HR software like People HR, it is high-time you integrated it with Workativ to reap the benefits of automation.
Deliver better HR experience remotely via intelligent HR process automation
Here are some of the People HR tasks that Workativ can take care of for you.
1. Automating the People HR onboarding experience
According to the Talent Board North American Candidate Experience Research report, when digital onboarding is used in the hiring stage, new employees are more productive within their first few weeks of work. This sets the stage for the rest of the employees’ tenure at the company and gives them a great head start.
But digitizing the experience is just the start. You need to automate processes if you want to guarantee a smooth onboarding experience. You can create a process flow on Workativ’s Automation Designer to ensure that important services and assets are delivered in time for the employee’s start date. You can then automate triggers in the process so that once one task is complete, it prompts the next person in the chain to complete their responsibilities.
2. Automating Leave Approvals
With all the information available to both managers and employees, automated leave management systems are more transparent. They both have access to the leave balance, leave history, and leave application status of an employee. This approval and rejection process has more visibility this way.
With this information available in the cloud, it makes it easy to access all this information even on mobile devices. By integrating Workativ with your People HR account, you make Workativ your one-stop HR support solution for your firm for leave management.
3. Automating Payroll
Allowing managers to view employees’ leave history as well as allowing employees to view their salary structure easily without logging in to portals is important for remote work. By connecting Workativ with your People HR account, you enable your managers as well as employees to view employee leaves balances and salary details respectively.
Three ways Workativ helps you with People HR tasks via integration
Not only can you automate People HR tasks with Workativ, but you can also combine People HR tasks with other app tasks into one single effective automation. Let’s take a look at some of them.
1. Effortless Onboarding/Offboarding
You can set up an automation with Workativ after connecting your People HR, Office 365, and Slack account such that a new employee gets added to the company’s Office 365 email distribution list after retrieving the employees’ email from People HR and then a message is sent to the company’s Slack channel about the new employee. And when an employee gets terminated, help desk agents can use Workativ’s chatbot to create a ticket on tools like Jira Service Desk so that the employee experiences a smooth offboarding experience.
2. Seamless Leave Management
With Workativ, leave management becomes simpler with People HR. On their Slack or Microsoft Teams chat, any employee can simply use Workativ on their mobile phone to apply for leaves. A notification is sent immediately to the manager for approval via email and everything is entered in People HR automatically by Workativ. The employee then receives a confirmation on their Slack or Microsoft Teams chat as soon as the manager responds to the leave request. Simple, right?
3. People HR Payroll
By integrating Workativ with People HR, you enable employees to view their salary details with ease. While calculating payroll for employees, HR personnel can also easily view employee details on-demand like the number of leaves taken by the employee, etc., This makes the payroll calculation process much faster and error-free.
How you can easily set up a People HR Chatbot with Workativ Assistant
Now that we’ve seen the endless possibilities of what integrating Workativ and People HR and your existing apps can do for you, let’s see how you can go about the same.
1. Automation Designer
Workativ’s intuitive three-step no-code automation designer lets you set up automations that combine tasks on different apps into one efficient workflow. The three steps are as follows:
Step-1: Specify the inputs that you want the chatbot to converse and get from a user for the automation. If you set up a People HR workflow automation for an employee to apply for leaves, you’ll have to specify inputs like the email ID of the employee, leave starting and ending dates as well as the leave type. These details will be gathered from the employee by the People HR chatbot during the conversation.
Step-2: Log in to the app of your choice with your credentials, map the inputs you got from the user in Step 1 to the appropriate fields, click save and you’re done. For an employee to apply for leaves on People HR, select People HR from the apps list, connect with credentials, and map inputs from the pop-up that’ll appear. And that’s it.
Step-3: This step is optional, although I recommend that you don’t skip this. You can enter the email IDs of people in your organization to whom you want Workativ to send out log reports each time the automation runs.
Easy right? All in three, very simple steps. Oh, forgot to tell you that you can skip these steps with the Automation Marketplace. With ready-to-use, 200+ pre-built automations for popular apps deliver workflow automation in seconds. Just download. No coding.
2. Dialog Designer
With the Dialog Designer, you can create conversation/dialog flows for a chatbot effortlessly in just a few minutes. With the plethora of options available, you can customize the dialog any way you want. Let’s see the steps for creating a dialog flow.
Step-1: Set up a dialog by telling the chatbot for what phrases it should use that dialog for conversing with a user. If you’re setting up a dialog for an employee to apply for leaves on People HR, you can specify phrases like “i want to apply for leave” or “apply for leaves” that the user might say so that the chatbot can identify it and use the dialog.
Step-2: After setting up the dialog, you can test it in real-time using the Try Me feature.
Step-3: After you’re done with testing and improving the dialog to sound more human and have a natural flow, you can add the chatbot to your business’ Slack or Microsoft Teams workspace and enable seamless conversational People HR self-service for your employees.
The Benefits of HR Workflow Automation with Workativ Assistant
Now the benefits are enormous when it comes to integrating and automating People HR tasks with Workativ.
1. Information accuracy
A major perk of automating leave services is that it gives HR personnel easy access to relevant employee data. From their leave balance to absence trends, everything is available at the click of a button. What’s more is that this data is available in the cloud and can be accessed on the move.
2. Employee availability
One of the biggest advantages an automated leave management system has for managers is the ability to check employee availability. They can check who’s available when and build a work schedule keeping that and project deadlines in mind.
This allows them to assign and manage project related tasks as they keep a track of all the work shifts. This way companies can optimize the use of their budgets, workload, and workforce. Having an organized report in front of them will make it easier for them to decide on leave approvals and rejections too.
3. Implementing discipline
Automated leave tracking make for a transparent system. One that adheres to company policy and local labor laws. They ensure that employees and managers use the system without any shades of gray.
Employee attendance can also be expected to improve as employees will be aware of the consequences of not adhering to the policy.
Liked what you read about Workativ Assistant? Try Workativ Assistant today by signing up for a FREE trial at workativ.com and experience the difference yourself.
This blog was originally published here.
Step by Step Guide to Building a People HR Chatbot and Automate Workflows was originally published in Chatbots Life on Medium, where people are continuing the conversation by highlighting and responding to this story.