A Guide to HR Automation

Table of Contents

• End-to-end HR Automation in the Post-Pandemic World
• How to Decide if You Need to Automate HR
• Employee Onboarding and Offboarding
• A Roadmap to HR Automation
• Why Celigo?

End-to-end HR Automation in the Post-Pandemic World

COVID has changed where, how, and when people work. HR teams face new challenges to ensure their dispersed employees are onboarded smoothly, quickly become productive, and remain engaged in a hybrid or remote work environment.

HR teams have increased the number of apps they use by over 16% since the pandemic started, but HR processes are often the last to be automated. These teams end up with dozens of archaic manual processes to manage that impact onboarding, relationship building, and the employee experience.

By automating processes, HR teams managing different types of workforces, from on-premise to hybrid and remote, can perform more engaging, complex, and valuable work instead of getting hindered by manual, repetitive tasks. More time enables HR managers to focus on the employee experience while supporting the organization’s overall strategic goals.

Other benefits include:

• Communication and knowledge-sharing become simple and open
• Employee accountability is increased and enforced
• Managing large teams becomes a simple task
• Problems in your processes become easy to notice and correct

How to decide if you need to automate HR process

To achieve business objectives, HR teams, need anywhere access to tools and systems and real-time insights into their data. To assess where you are in your automation journey, ask your yourself these questions:

1. How many applications does your HR team use and are they receiving the full value from these investments?
2. Do you have access to real-time, accurate data for new hires and employees?
3. How many employees and how much time is spent on data entry, repetitive tasks, and error management?
4. How many technical resources are focused on low-level technical work versus strategic initiatives?
5. Do you manually set up a new employee’s profile in multiple systems?
6. Once a candidate signs their offer letter through the eSignature application, does their status automatically update in your ATS?
7. Does your HRIS sync with your payroll applications?

Does your company need to automate? Use our Automation Readiness guide to decide.

Automating Employee Onboarding and Offboarding

Employee onboarding and offboarding automation is a process-centric approach to streamline onboarding-related workflows. Integrate your applicant tracking system (ATS), human resources information system (HRIS), learning management systems (LMS), benefits administration, timesheets, and support ticket platforms for a holistic view of your employee data in one place.

Benefits of employee onboarding automation:

• Save time for both hiring managers and employees in HR by processing documentation faster. Reduce the time it takes to onboard a new employee from four days to one hour.
• Improve the first-day experience by ensuring system access and employee information are correct and complete.
• Automate provisioning and training enrollment to help new employees hit the ground running and ensure new employees are productive on their first day.
• Increase engagement with new employees, allow employees to become advocates of your organization, and improve employee retention.

An Automation Roadmap for HR Departments

With HR automation, teams have more time to create amazing employee experiences and implement strategic programs instead of focusing on manual tasks. Celigo’s unique process-centric approach enables companies to automate and optimize HR processes at scale.

Processes to add to your HR automation roadmap:

Recruitment and Hiring

Automate your hiring process by integrating your ATS with your eSignature and HRIS and ensure a smooth, error-free experience for your applicants by syncing data.

With this integration, it’s easy to keep your HRIS accurate because employee information is initially submitted into the ATS by the employees themselves. This reduces the chance of errors and allows employees to update their own data without relying on HR.

Payroll

If you use a secondary system for payroll management, you can integrate your payroll processing system with your HRIS and accounting systems. This allows you to automatically sync new and updated employee records from the HRIS to the payroll system.

Another integration flow can export payroll information to your accounting system. The Celigo Platform uses embedded logic to calculate payroll run, make adjustments, and import to the accounting system, making easy work for the finance department.

Expense Processing

Automated processes can help reimburse employees in a timely manner while accurately managing finances. An integration flow syncs employee records to your expense management system. New employees’ profiles can be automatically set up and the data is kept up-to-date and consistent.

ADP

Quickly onboard new hires by syncing ERP and payroll applications with ADP employee databases in real time. Seamlessly transfer active and inactive user profiles and other key data between recruiting applications and ADP.

Greenhouse

Automate recruiting and hiring process by integrating with other data sources. Enable job candidates to electronically sign NDA, job offers, and other contracts within Greenhouse.

Okta

Speed up the provisioning of identity management systems through automation. Connect Okta with your HR software to ensure that you have an accurate and unified source of truth for your employees.

SAP Concur

Simplify travel, expense, and invoice management for total visibility and greater control. Automatically sync employee information between SAP Concur and your HR system.

Why Celigo?

Celigo automates every stage of your business

Thousands of companies have used Celigo to enable HR and enterprise-wide automation.
Celigo provides full coverage with a comprehensive library of solutions built to support HR process automation. With managed, prebuilt solutions, you can leverage AI/machine learning to manage and assist in integrations, including self-healing and error management.

Experts in HR process automation

With over a decade of experience and thousands of customers, Celigo has the subject matter expertise and is the leader in business process automation. No one else can offer our level of end-to-end coverage with expert guidance and customizable business best practices.

A powerful, scalable platform

The Celigo platform has all the power you need to handle any complex integration and a growing organization. Integrate all of your applications, automate your HR processes, scale your business, and say goodbye to operational inefficiencies.

Accessible to everyone

An intuitive UI empowers business users to self-serve and manage automations without coding. Easy-to-use monitoring and error management means you don’t have to rely on technical resources to run your business.

Based on our experiences helping thousands of customers, here’s our recommended integration and automation roadmap for HR departments.