AI workflows for people operations.

Running HR's everyday processes: onboarding, employee records, policies, changes and HR requests.

Who does this work

  • HR generalist
  • People operations manager
  • HR coordinator

4 workflow templates ready to adapt, and 9 workflows identified.

Updated

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Examples of the workflows identified
  1. Answer a question from the approved source documents
  2. Capture a departing employee's knowledge
  3. Plan a new employee's onboarding
  4. Run the employee offboarding checklist
  5. Assemble a practitioner credentials fileIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Answer a question from the approved source documentsDrafts an answer to a staff, colleague or customer question that quotes the handbook, policy or guidance passage, says where the sources are silent or conflict, and routes judgment calls to the right owner.Workflow template
Assemble a practitioner credentials fileIndexes a practitioner's application, verification receipts and missing signatures so the file is complete for the credentials committee.Illustrative · not built yet
Draft an employment verificationDrafts a letter confirming only the approved employment facts for an authorised verification request.Illustrative · not built yet
Find leave records awaiting confirmationLists open leave entries with missing dates, return confirmations or documentation for HR to resolve.Illustrative · not built yet

Employee offboarding and handover

Capture a departing employee's knowledgeWorkflow templateRun the employee offboarding checklistWorkflow template

Employee onboarding

Plan a new employee's onboardingWorkflow template
Get everything ready for a new starter's first dayIllustrative · not built yet
Prepare a start pack for someone joining a project in progressIllustrative · not built yet

Workflow templates

Policy answers from the handbookStaff questions about leave, hours, expenses and conduct get answers that quote your own handbook, name the section, and say plainly where the handbook is silent. Anything about one person's own entitlement goes to HR, and no reply leaves until a person has read it.Workflow templateDeparting-employee knowledge captureWhen someone is leaving or changing role, their manager gets an interview guide aimed at what only that person knows, then a handover document the successor can work from, every point traced to the conversations and marked with how sure it is. Nothing is shared until the manager approves.Workflow templateEmployee offboarding and handover checklistWhen someone leaves, your HR lead and their manager share one checklist: every piece of their work handed to a named colleague before the last day, every system on your access register removed by its owner at a set time, and every item of equipment back. Nothing is removed or sent without a person.Workflow templateEmployee onboarding planEvery new colleague starts with a first week and a first 90 days planned to the standard of your best manager: what to read, who to meet, what to practice and what productive means at day 30, 60 and 90.Workflow template

Request this workflow

Tell us the people operations work you need and the team that does it, and we build the workflow with you from your own procedures.

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Where to go next

All of people and HREvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Within people operations

Other areas of people and HR