Effort - Customize Workflow for Business Operations Effort - Customize Workflow for Business Operations

Workflow Solutions for HR

Organizations are run by people. So, if the people are not managed efficiently, it can spell doom. In today’s digital age, organizations need robust infrastructure to manage internal departments. This is especially true for those departments that are reliant on processes and have a huge impact on the organization’s revenue and growth.

An example of such a department is Human Resources. Since time immemorial, one of its biggest challenges has been organizing HR workflow processes in a time-bound and seamless manner. 

HR-related tasks are extremely process-driven and admin-heavy, and can often drag efficiency down. According to Human Resources Online, managers end up spending 3–4 hours a day carrying out administrative tasks, including responding to queries and emails and managing expenses, claims, and reimbursements. This leaves significantly less time for carrying out more complex tasks or utilizing intelligence for other tasks.

Having automated workforce management systems and human resources workflow solutions to take charge of essential processes can help organizations and managers free up time and tend to complicated tasks that require hands-on involvement.

Top 15 workflows useful for HR teams

Goal setting

Achieving goals, setting programs, and scheduling meetings – these are just some of the tasks that employees need to undertake regularly. It is important to set targets that employees can achieve from time to time, be it weekly, monthly, or annual. 

Goal-setting automation allows HR managers to ensure that employees receive automated reminders about their goals and targets at relevant points in time. This helps to monitor performance and manage processes more efficiently. Furthermore, it increases the ability of the organization to achieve goals and track processes through KRA management.


Organizations conduct meetings to establish processes. These meetings help to define how employees should carry out daily activities or achieve annual targets. Since there are multiple meetings conducted regularly – both in-person and virtually – it becomes difficult for employees to track information exchanged during these meetings. 

It thus becomes the HR department’s prerogative to ensure that relevant information discussed during these meetings has been captured in a simplified manner.

HR workflow process automation helps in capturing the minutes of the meeting (MoM) in an easily readable manner. Capturing this data allows employees to carry out tasks efficiently without the risk of manual error in remembering what was discussed during the meetings.

Action assignment

Action assignment consists of processes where tasks can be assigned to various people within the organization. Effort, an enterprise mobility solution, provides forms for action assignment workflows in HR. Here, employers can assign stock, tasks, and customizable actions to members of a team to carry out operations smoothly.


Numerous tasks are carried out daily within an organization – tracking performance, monitoring reports, screening checklists, and mundane daily tasks such as attendance marking, target tracking, timesheet filling, etc. HR workflow process automation helps in digitizing these tasks so they can be executed accurately and systematically.


Many organizations give employees the chance to undertake e-learning or register for online courses to learn new skills. To facilitate robust learning, Effort allows HR departments to customize and create forms. Employees can fill out these forms and register themselves for courses or additional educational undertakings of the organization to improve their abilities.

Background verification

When conducting interviews and screening potential candidates, HR departments undertake background verification of employees. This helps them gauge the employee’s experience and qualifications, and understand their abilities and likelihood to adapt to the organization.

Effort provides dynamic forms for residential verification automation and document management and workflow solutions for HR. These collect information and digitize the process of background verification to eliminate errors.

Employee onboarding, induction, and evaluation

HR departments often automate employee onboarding, induction, and evaluation tasks, as this helps them free up time to focus on other complex activities. Automated forms need the HR executive to input information simply once, and then the system takes the process forward. This ensures quicker onboarding through checklist processes and performs employee performance monitoring. Employees can also conduct E-SAT and track improvements without external intervention.


Keeping people on their toes through skill and feedback is key. Companies conduct training from time to time to ensure that their employees have the requisite knowledge and skills at each level.

Effort allows companies to build training forms that help in immediately capturing data regarding attendance, evaluation, and feedback, and even helps in scheduling training as necessary.


When employees leave an organization, a formal exit process needs to be conducted. This process consists of task handover to other team members, collecting relevant information, and settling their dues with the company. Automated exit forms help the HR department expedite this process while reducing the risk of errors.


Questionnaires and quizzes form a large part of enterprises. Organizations can devise Q&As for a host of reasons – understand employee skill and ability, receive and give feedback, develop customer relationships, ask customers whether their needs are being met, etc. Effort’s automated forms are a familiar way of gathering such responses.


Recording timesheets allows employees to track their performance. This goes on to help the organization understand how well employees are utilizing their time and meeting targets. Most companies use software and automated business process management tools for timesheet management.

Claims and reimbursements

Automated claim and reimbursement forms help to track expenses in an organized manner. These help in maintaining budgets and expenditures and recording the claims and reimbursements that have been filed. These forms can then be accessed by various departments within the organization. 

Event management

Event management in HR involves various processes and stages – from planning to execution and implementation, it requires numerous tasks and follow-ups.
HR departments can automate event management processes in case of seminars, programs, or other events being held internally.

Improvement and feedback

Automation plays a huge role in augmenting improvement and delivering feedback amongst employees. It helps in setting expectations, making announcements, and reaching multiple employees at once. It also helps in scheduling feedback to make the process more robust and transparent.

Daily motivation

A significant function of the HR department is to keep employees motivated. Many organizations send their employees daily motivational messages and affirmative statements to help them boost productivity and increase team collaboration. This process can be automated through workflow automation so that messages are sent out in a regular, scheduled manner.

To manage tasks, increase operational efficiency, and boost human resource productivity, most organizations are switching to automating their workflow management systems, especially the workflow for human resources. Get Effort, a customizable HR workflow software, to expedite HR processes and thus clear time, simplify resources and costs, and drive growth and productivity across operations.