HR & Onboarding automations
Manual hr & onboarding work, automated job by job. 30 automations across 23 process areas.
Process areas
Accommodations
1 automation
Benefits
2 automations
Compensation
1 automation
Compliance
2 automations
Compliance Training
1 automation
DEI Reporting
1 automation
Employee Relations
1 automation
Engagement
1 automation
Equipment Lifecycle
1 automation
Global Mobility
1 automation
Health & Safety
1 automation
Internal Mobility
1 automation
Leave Management
2 automations
Manager Enablement
1 automation
Offboarding
2 automations
Onboarding
2 automations
Org Design
1 automation
Orientation Logistics
1 automation
Performance Management
2 automations
Policy Support
2 automations
Recognition
1 automation
Records
1 automation
Workforce Planning
1 automation
All HR & Onboarding jobs
Aggregating Performance Review Calibration Data Aggregate review scores into a calibration-ready view with manager tendency bias, distribution context, and scoped visibility built in. Automate Benefits Enrollment Deadline Reminders Target open-enrollment reminders at exactly who hasn't enrolled yet, escalating as the deadline nears, instead of one blanket email to everyone. Automate New Hire IT and Equipment Provisioning Auto-trigger laptop, software and access requests the moment a hire is confirmed, so IT setup finishes before start date, not during onboarding week. Automate New Hire Orientation Scheduling and Logistics Auto-schedule first-week orientation sessions across facilitators and calendars, with room or video-link booking handled for you. Automating Org Chart and Reporting Line Maintenance Keep the org chart automatically in sync with HRIS changes, including matrix reporting and effective-dated reorgs, without a stale slide deck. Compensation Review Cycle Data Preparation Assemble comp review packets with pay equity, band position and budget-fit data pre-checked automatically, before manager comp conversations begin. Data Entry Automation Software for Benefits Enrollment Automate benefits enrollment data entry from elections to carrier systems, cutting manual re-keying errors during open enrollment. Diversity and Inclusion Metrics Reporting Track representation, promotion and pay-equity metrics on a recurring schedule automatically, with small-population suppression built in throughout. Employee Anniversary Recognition Automation Trigger the right recognition action on work anniversaries and milestones automatically, based on tenure tier, instead of an inconsistent manual list. Employee Data Compliance Audit Prep for SOC 2 and ISO Assemble SOC2/ISO employee-data compliance evidence automatically — access reviews, offboarding timing, training records — instead of a scramble. Employee Engagement Survey Distribution and Response Tracking Distribute engagement surveys with targeted reminder follow-up automatically, so response rates are high enough for the results to actually mean something. Employee Handbook Acknowledgment Tracking Track handbook and policy acknowledgment completion automatically, re-trigger only for employees affected by an update, not the whole company. Employee Handbook Policy Q&A Automation Let employees ask handbook policy questions in Slack and get answers sourced from the current version, with sensitive topics routed to HR. Employee Offboarding Checklist: Automated and Auditable Automate offboarding tasks and system-access revocation with correct timing, so exits don't leave security gaps or benefits errors. Employee Record Update Processing Automate HR data change request intake, validation and system updates, keeping employee records accurate across payroll and benefits. Employee Relocation and Visa Sponsorship Case Tracking Track relocation and visa sponsorship cases against every dependent deadline automatically, so no filing window slips between HR, legal and the vendor. Exit Interview Scheduling and Theme Coding Schedule exit interviews before the departure date and code themes across responses automatically, so attrition patterns surface instead of getting lost. Headcount Budget Reconciliation Against Approved Reqs Reconcile actual hires against approved reqs and budgeted headcount, flagging unbudgeted hires and stale reqs before finance finds them. HR Case and Grievance Intake Routing Route employee relations cases to the right investigator by type and conflict-of-interest check automatically, with every step timestamped for the record. I-9 and Right-to-Work Reverification Scheduling Track work-authorization expiry dates and trigger re-verification with enough lead time to stay compliant, instead of discovering a lapse after the fact. Internal Job Posting and Transfer Processing Post roles internally, route applications discreetly, and process transfer paperwork automatically without tipping off a current manager early. Leave Request Approval Routing Automatically route leave requests to the correct approver, check policy and balance, and prevent scheduling conflicts before approval. Mandatory Training Completion Tracking Track mandatory and compliance training completion, flag overdue staff automatically, and produce audit-ready records. New Hire Document Collection Automatically request, chase and verify new-hire paperwork before start date, so day one isn't lost to missing forms. New Manager Transition Checklist Automation Trigger the right system access, training assignments and check-ins the moment someone becomes a manager, instead of a delayed, inconsistent ramp-up. Parental Leave Case Management and Return-to-Work Scheduling Track parental leave milestones, pay transitions and return-to-work scheduling automatically, so no case slips through on manual tracking alone. Performance Review Cycle Scheduling and Reminders Automate review cycle scheduling and reminders, with cadence that scales to manager load and skips employees on leave or mid-cycle joins. Remote Equipment Issuance and Return Tracking Track remote equipment across issuance, transfers and departures automatically, so returns actually happen instead of quietly becoming a write-off. Workplace Accommodation Request Intake and Routing Route accommodation requests to the right reviewer immediately, track the interactive-process timeline, and keep sensitive medical detail properly scoped. Workplace Incident and Injury Report Logging Log workplace incidents against the correct regulatory reporting clock automatically, and route follow-up so recordable injuries don't get missed.
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Tools these automations connect to