The benefits of automating human resources operations to transform your business

How automating human resources processes can lead to a wide range of organizational and financial benefits for your business and its staff.

Summary

  • HR automation frees teams from repetitive tasks - Instead of drowning in annual leave requests, timesheet tracking, and onboarding paperwork, your HR staff can focus on organizational development, training programs, and retention strategies that actually move the business forward
  • Global consistency becomes possible - Companies with offices across multiple countries struggle with HR inconsistencies, but automated systems create standardized workflows that work everywhere while maintaining compliance and reducing costly errors
  • Four processes to automate first - Start with annual leave management, timesheet tracking, performance appraisals, and employee onboarding. See how Tallyfy streamlines HR processes

Automation has been a goal of business bosses since the Industrial Revolution in England and it’s been a cause for consternation for staff for exactly as long.

But in the 21st Century, there’s no reason for anyone to be Luddites about using technology to automate processes and help speed up business operations.

If you are not automating human resource practices in your workplace, then your business is already a step behind than its competitors.

— Tushar Bhatia (Source)

Automating human resources can have particular benefits, so we’ll look at what those can be in this post, as well as what you need to know to make it a success.

HR is an area where there are many business processes that are ripe for automation to improve efficiency and reduce risks in the areas of hiring, retaining and - when necessary - firing staff.

The benefits of automation can be felt by staff across the business, including those in the HR department and by the company as a whole.

Of course, there will always be a need for humans in human resources, wherever a situation requires complexity or sensitivity that is still beyond any software, but that’s no excuse for failing to explore automation.

The benefits of automating human resources

So, what are the benefits you can expect to get from automating human resources within your business? Here’s a few of them:

If you want to see what structured HR automation actually looks like in practice, here is how we approach it:

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Freeing up HR staff

The natural first instinct of your existing staff to the introduction of automation will be to fear for their jobs, but this doesn’t necessarily have to be a bad thing for them.

Human Resources is an area of business that continues to grow in complexity and depth as companies learn more about organizational development, training, and staff retention techniques.

But if staff are busy with the more menial tasks, it’s harder for them to focus on areas that can offer more benefit to the business and offer more challenge and satisfaction for them. A government contractor we worked with found that their pre-onboarding process took 1-2 weeks with HR manually coordinating across finance, timekeeping, security, and IT departments. After automating these handoffs, they reduced pre-onboarding to 2-3 days - a 71-86% reduction - and one HR person could efficiently manage 10-20 simultaneous onboardings.

Data security

Automating human resources means using software that can allow you to back-up your important data to cloud services, protecting you from losing data in fire or computer failures at your HQ.

It also reduces the risk of errors that are a natural part of any manual process, and some of these errors can lead to big problems in terms of tax disputes, legal issues, and other costly problems.

Increase in productivity

As well as reducing the risks of costly errors and giving your HR staff time to work on other areas to improve your business, automated processes can also free up time for staff across the company when it comes to their own HR responsibilities.

Everyone benefits from a system that is more slick and user-friendly, improving morale and boosting productivity.

Simple, efficient processes

Having automated human resources processes means that the business has so much more useful data available at the drop of a hat about payroll, attendance, etc, without needing HR staff to pull it together. At Tallyfy, we’ve seen HR teams go from spending hours compiling reports to getting instant visibility into their processes with just a few clicks.

Consistency across locations

Businesses that have offices across countries and continents can struggle when it comes to human resources consistency and finding systems that work for everyone. Carefully selecting automated systems that meet the global needs can mean improved workflows across offices and better productivity and efficiency all around.

Learn how to easily automate human resources using these 9 HR Tools

4 human resources processes to automate

Hopefully, we’ve convinced you that HR automation is the way forward with the above benefits, but the next key question is what should be automated?

There are many processes in human resources and not all are appropriate for automation, so here’s our quick guide:

Annual leave

This is a process that can be almost overwhelming in large organizations where leave requests can come in thick and fast, especially around holiday seasons.

Without automation, this can be a source of stress for HR staff and frustration for everyone else, especially if there are delays in getting leave agreed and booked.

It also needs to be a transparent process that can be tracked and audited, all of which comes more easily through automation.

Timesheet tracking

Another daily process that can amount to a whole lot of repetitive work for HR staff is timesheet tracking.

It’s an important process for managing workloads and for billing clients, so precision is also key and this can only be achieved through automation, which also makes it easier to pull off the required reports, all the while saving precious man hours.

Performance appraisals

A key part of managing staff performance across a company is through appraisals and this can also be a process that can tie up managers and HR staff alike in paperwork and bureaucracy, but an automated process not only means that more effective tracking and data can be generated but a lot of time can be saved.

Instead of being a painful chore, appraisals can be a genuinely useful tool for tracking KPIs and performance across the company.

These templates cover two of the processes mentioned above and can be customized for your organization:

Example Procedure
PTO & Vacation Request Approval Workflow
1Submit leave request details
2Sales/Marketing Manager - Approve or reject leave request
3IT Manager - Approve or reject leave request
4HR Manager - Approve or reject leave request
5Leave request approved
+6 more steps
View template
Example Procedure
Employee Performance Review & Evaluation Workflow
1Schedule performance review meeting
2Define employee goals and development plan
3Create training and development plan
4Executive approval for senior manager evaluations
5Collect performance data and 360 feedback
+4 more steps
View template

Onboarding new staff

This can be the most time-consuming of all activities for HR and also one of the most important to get right. Getting it wrong is costly.

Bringing new staff into the company requires a lot of human resource time and work, but automated solutions can reduce this to a matter of hours, ensuring that the new arrivals are met with a slick and efficient welcome and are able to get stuck straight into the work that they have been hired to do. A tech consulting firm we worked with had onboarding scattered across multiple systems - Crimcheck for background checks, DocuSign for paperwork, separate portals for benefits and payroll. They consolidated everything into a single step-by-step workflow that guided new hires from offer acceptance through their first 90 days, including buddy system assignment and culture training.

Based on hundreds of implementations we have supported, having a structured onboarding template makes the biggest difference. Feedback we have received from HR operations teams confirms this pattern consistently:

Example Procedure
Employee Onboarding
1HR - Set up payroll and send welcome email
2IT - Order equipment and set up workstation
3Office Manager - Prepare physical workspace
4IT - Create accounts and system access
5HR - Welcome meeting and company orientation
+3 more steps
View template

Want to ripe the benefits of automating human resources? Read more on how to do that using Workflow Software.

Is HR chaos sustainable?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

Enter between 0.5 and 40

$

Enter between $10 and $1,000

$

Based on $30/hr x 4 hrs/wk

Your loss and waste is:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

Preparing for automation

When you’ve decided that automating human resources is an essential next step for your company and you have identified the areas that will most benefit from it, the next steps are to make sure the software you are choosing is the right one for you.

Here are some factors to consider:

  • How easy will it be to integrate into existing structure and systems?
  • How user-friendly is it?
  • How secure is it?
  • Does it meet regulatory requirements and those of funders, partners, etc?
  • How auditable is it?

These are the basic questions about the software, but like with any major change in your business and the way it operates, you need to have a good change management strategy in place to shepherd your staff through the new space.

First on the list needs to be an awareness of what impact this automation will have on staff and a plan for how best to communicate this in a positive way.

We’ve already mentioned some benefits that could be used in this.

Overall, these benefits outweigh any possible risks associated with automating human resources, and as long as the changes are implemented in a sensible and strategic way, your business and the people within it will quickly start to notice all of the ways that automation is enabling them to do their jobs more efficiently and effectively.

Updated · HR Management

About the Author

Amit is the CEO of Tallyfy. He is a workflow expert and specializes in process automation and the next generation of business process management in the post-flowchart age. He has decades of consulting experience in task and workflow automation, continuous improvement (all the flavors) and AI-driven workflows for small and large companies. Amit did a Computer Science degree at the University of Bath and moved from the UK to St. Louis, MO in 2014. He loves watching American robins and their nesting behaviors!

Follow Amit on his website, LinkedIn, Facebook, Reddit, X (Twitter) or YouTube.

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