Human Resources

Workflow Automation Use Cases

TAP lets you design and launch workflows for every aspect of human resources. Check out how other HR professionals leverage workflow automation.

Human Resources

Human Resources
Self-Reporting Risk Assessment
Quickly deploy a workflow allowing remote employees to report their health and COVID-19 risk status.
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HR Use Cases

TAP lets you design and launch workflows for every aspect of human resources. Check out how other HR professionals leverage workflow automation.

Self-Reporting Risk Assessment

Challenge

Give HR managers a tool for capturing information about the health status and COVID-19 risk level of employees, especially those working remotely, in order to manage the impact of the virus on their operations and workforce wellness.

Solution

  • An automated workflow, including specification of stakeholders and notifications, offered as a pre-built template ready to use out of the box, but is completely customizable by the user.
  • An employee can report to Human Resources if they’ve tested positive for COVID-19, been in contact with persons who have tested positive, or report other risk factors or impacts such as recent travel to a high-risk location, a shutdown of their children’s school, or other items.
  • The workflow can provide a secure, confidential transaction between HR and the employee, or managers or stakeholders can be added at HR’s discretion.
  • Automatic notifications can prompt all participants to act in a timely manner.
  • All participants can consult a real-time view, from within the workflow, of what countries are still affected by the outbreak.
  • A form with embedded business logic asks the employee questions like…
    • What would you like to report?
    • I interacted with someone who had the virus and I will be in self-quarantine for 14 days.
    • I have a family member who is a high risk.
    • I recently traveled to a high-risk country or location.
    • My child’s school has been shut down.
    • Other
  • All questions have options to add comments.
  • Customization allows HR to add to add other questions as they see fit.
  • Once a form is completed, it can be automatically routed to the proper stakeholders/managers for review.

Benefits

  • HR gains a top-down view of the health/risk status of all employees, regardless of location.
  • Centralized tracking and reporting allows HR to have overview of all workflows in real time.
  • Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
  • E-signature integration standardizes secure approvals.

ROI

  • Impacts of the outbreak on operations and workforce wellness can be managed and mitigated.
  • >Requests and followups are processed with far greater speed and minimized errors, delays, and costs.
  • Employee morale benefits from a faster, more precise process.
Human Resources
Remote Work Tracker
Review WFH requests, track week-to-week status, and any infectious disease issues precluding their being on...
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HR Use Cases

TAP lets you design and launch workflows for every aspect of human resources. Check out how other HR professionals leverage workflow automation.

Remote Work Tracker

Challenge

Deliver a quickly deployable workflow that helps HR managers track the status of employees who are working remotely, and the health/travel status of them and their close contacts during a public health crisis such as the COVID-19 outbreak. It must ensure ease-of-use for the end-user while keeping everything aligned and audited internally.

Solution

  • An automated workflow, including specification of stakeholders and notifications, is available at no charge to existing customers.
  • The workflow is a pre-built template but is completely customizable by the client or their services provider.
  • In its first stage, the workflow allows the employee to request to work remotely by using a form containing a combination of entry fields and dropdowns to enter data including:
    • Requested start and end dates
    • Why are they asking to work remotely?
    • Will they be able to work remotely without distractions?
    • Do they have high-speed internet?
  • In its second stage, after the initial approved time period for working remotely has passed, the  workflow automatically emails once-a-week messages to employees that capture the following information:
    • Do they need to extend working remotely for another week?
    • Was the employee able to work remotely successfully last week?
    • If not, why? (A conditional pull-down with answers such as: WiFi issues, phone service issues, physical location, fill-in box for “other”)
    • Have you or anyone close to you traveled to any locations with elevated warning levels for a current infectious disease (such as coronavirus or influenza)? (Can link to a CDC monitoring page)
    • Have you or anyone close to you had contact with anyone that has tested positive for a current infectious disease?
    • Will you be able to successfully work remotely in the upcoming week?

Benefits

  • Centralized tracking and reporting allows HR to have overview of all workflows in real-time.
  • Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
  • E-signature integration standardizes secure approvals.

ROI

  • Requests and followups are processed with far greater speed and minimized errors, delays, and costs.
  • Centralized tracking and reporting allows HR to have overview of status of all workflows in real time.
  • Employee morale benefits from a faster, more precise process.
  • Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
  • E-signature integration standardizes secure approvals.
Human Resources
Request for Business-Critical Travel
Quickly deploy a workflow allowing you to filter and respond to employee travel requests.
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HR Use Cases

TAP lets you design and launch workflows for every aspect of human resources. Check out how other HR professionals leverage workflow automation.

Request for Business-Critical Travel

Challenge

Create a corporation-wide workflow that can be quickly deployed to manage travel requests, especially during extraordinary periods (like the COVID-19 outbreak). It must ensure ease-of-use for the end-user while keeping everything aligned and audited internally.

Solution

  • An automated workflow, including specification of stakeholders and notifications, is available at no charge to existing customers.
  • The workflow is a pre-built template but is completely customizable by the client or their services provider.
  • The TAP-based request form contains embedded business logic, dropdown fields and other features to capture the following information:
    • The primary purpose of the meeting (including client name).
    • The date most recently confirmed by the client, office, or business leader as to when you’re needed onsite.
    • Location for departure location, destination(s), travel route, and method. Example: Departing by train from London’s St. Pancras station to Paris’s Gare du Nord station.
    • Travel dates.
    • Risk/impacts of not traveling such including negative impact on client/industry relationships, et cetera.
    • Alternative options such as teleconferencing, local or partner representation.
  • Once submitted, requests are automatically routed to proper stakeholders/managers for review.
  • Approval or denial notifications can be automatically generated and sent to requesters and managers.

Benefits

  • Requests are submitted and processed with far greater speed and minimized errors, delays, and costs.
  • Centralized tracking and reporting allows HR to have overview of all workflows in real-time.
  • Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.

ROI

  • Requests are submitted and processed with far greater speed and minimized errors, delays and costs.
  • Centralized tracking and reporting allows HR to have overview of all request statuses in real time.
  • Employee morale benefits from a faster, more precise request-and-response process.
  • Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
  • E-signature integration standardizes secure approvals.
Human Resources
Vacation / Disability Leave Requests
Develop an automated workflow to manage the process of reviewing vacation or sick leave requests.
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HR Use Cases

TAP lets you design and launch workflows for every aspect of human resources. Check out how other HR professionals leverage workflow automation.

Vacation / Disability Leave Requests

Challenge

Develop an automated workflow to manage the process of reviewing vacation or sick leave requests.

Solution

  • Easy-to-use online self-service forms allow employees to submit requests for sick leave, vacations, personal leave or similar absences.
  • Form can be easily designed in TAP to capture as much information as necessary.
  • Workflow, including specification of stakeholders and notifications, is completely customizable.
  • Once submitted, requests are automatically routed to proper stakeholders/managers for review.
  • Approval or denial notifications can be automatically generated and sent to employees.
  • TAP integrations allow approved leaves/vacations to be logged on employee and/or departmental calendars, alerts to Accounting, etc.
  • A secure Cloud-based archive of workflows and assets provides for compliance/auditing.

Benefits

  • Requests are submitted and processed with far greater speed and minimized errors, delays and costs.
  • Centralized tracking and reporting allows HR to have overview of all request statuses in real time.
  • Employee morale benefits from a faster, more precise request-and-response process.
  • Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
  • E-signature integration standardizes secure approvals.
Human Resources
New Independent Contractor Agreements
Create a workflow for HR to review and process requests for new independent contractors.
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HR Use Cases

TAP lets you design and launch workflows for every aspect of human resources. Check out how other HR professionals leverage workflow automation.

New Independent Contractor Agreements

Challenge

Create a workflow for HR to review and process requests for new independent contractors who aren’t currently on file with the organization.

Solution

  • Easy-to-use online self-service forms allow employees to submit requests for HR review and approval of independent vendors/contractors.
  • Forms can be built in TAP with embedded business logic, dropdown fields and other features, customizable by type of contractor or other specifics.
  • Workflow can be designed to accommodate different parameters: length of contract, clearances, asset/budget allocations, and so forth.
  • Workflow, including specification of stakeholders and notifications, is completely customizable.
  • Once submitted, requests are automatically routed to proper stakeholders/managers for review.
  • Approval or denial notifications can be automatically generated and sent to requesters and/or contractors.
  • If approved, contractors can be either sent or directed to online portal for required forms such as contracts, W-9s, 1099s, NDAs or other documents.
  • Automated notifications can include alerts to Accounting /Purchasing department.
  • A secure Cloud-based archive of workflows and all documentation provides for detailed compliance/auditing.

Benefits

  • Requests are submitted and processed with far greater speed and minimized errors, delays and costs.
  • Required vendor forms and documentation are routed and processed automatically.
  • Contractors/vendor status can be expedited and closely monitored through TAP dashboards.
  • Unnecessary overages and vendor redundancies can be eliminated via improved central governance.
  • E-signature integration standardizes secure approvals.
Human Resources
Performance Evaluations
Develop an automated workflow to streamline and improve the employee performance evaluation process.
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HR Use Cases

TAP lets you design and launch workflows for every aspect of human resources. Check out how other HR professionals leverage workflow automation.

Performance Evaluations

Challenge

Develop an automated workflow to streamline and improve the employee performance evaluation process.

Solution

  • Self-serve online forms are easily built and contain embedded business logic.
  • Associated workflows can be built quickly using TAP’s drag-and-drop UI.
  • Requisite forms can be online self-service forms, accessible from any device or location.
  • Completed forms are automatically routed to proper stakeholders for review, comment and approval.
  • Automated notifications ensure all process participants act in a timely manner.
  • Workflows can be integrated with legacy databases, employee performance dashboards, development and mentoring workflows and other processes, as necessary.
  • Process transparency can be enabled, if desired, to allow greater visibility and collaboration for all parties.
  • Centralization eliminates redundancies in documentation and data.
  • A secure Cloud-based archive of workflows and assets safeguards compliance/auditing.

Benefits

  • Process is accelerated, driving efficiency and time/cost savings across the enterprise.
  • Integration with legacy systems preserves employee performance data.
  • TAP eliminates issues with manual processes, including redundant data and documentation.
  • Builds morale through clear standardization of processes and elimination of delays and errors.
  • E-signature integration standardizes secure approvals.
Human Resources
Employee Offboarding
Draft a workflow used to mass offboard any number of employees, including mass offboardings.
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HR Use Cases

TAP lets you design and launch workflows for every aspect of human resources. Check out how other HR professionals leverage workflow automation.

Employee Offboarding

Challenge

Draft a a workflow used to mass offboard any number of employees, including mass offboardings.

Solution

  • TAP allows for processing of any number of offboardings at once.
  • TAP sends out notifications to employees along with required forms/documents for them to complete.
  • Online self-service forms can simplify and expedite employee compliance.
  • Any internal approvals and notifications can be built into the workflow for automatic fulfillment.
  • Document completion and workflow progress can be centrally monitored by HR and other designated stakeholders.
  • Once the offboarding was complete, all documents are automatically filed.

Benefits

  • Drives greater efficiency by standardizing the process, even across a large number of offboarded employees.
  • By accelerating the process, can prevent unauthorized use of enterprise assets.
  • Reduces errors and audit flags through automation.
  • Reduces complaint risks by tracking and recording user actions.
  • Automated notifications and alerts ensure compliance.
  • Workflow and documentation are securely archived in the Cloud for later retrieval and auditing, if necessary.
  • E-signature integration standardizes secure approvals.
Human Resources
Employee Suggestion Box
Create an online “employee suggestion box” and workflow for reviewing submissions.
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HR Use Cases

TAP lets you design and launch workflows for every aspect of human resources. Check out how other HR professionals leverage workflow automation.

Employee Suggestion Box

Challenge

Create an online “employee suggestion box” and workflow for reviewing submissions.

Solution

  • Online self-service “suggestion box” form lets employees provide input/feedback.
  • Forms can capture as much detail as the organization deems necessary.
  • Intuitive form design and workflow design interfaces allow customization of the entire process to meet in-house mandates.
  • “Suggestions” are automatically routed for proper review by pertinent stakeholders.
  • Workflow tracking access can be opened up to let employees view the status of their submissions.
  • Automated notifications can be sent to employees to let them know their suggestion has been seen and is under consideration or has been approved for implementation.

Benefits

  • Builds greater engagement between employees and the enterprise by allowing easy, seamless interactions.
  • Automated notifications build enterprise morale and collaboration by injecting visibility into the process.
  • HR accelerates the entire process, building goodwill with all stakeholders.
  • Workflows and all assets/documents are automatically archived in the Cloud for secure storage and audit accessibility.
Human Resources
Employee Onboarding
Automate and accelerate the process of onboarding new employees.
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HR Use Cases

TAP lets you design and launch workflows for every aspect of human resources. Check out how other HR professionals leverage workflow automation.

Employee Onboarding

Challenge

Automate and accelerate the process of onboarding new employees.

Solution

  • Online self-service form allows management or HR personnel to submit onboarding requests.
  • Intuitive form design and workflow design interfaces allow customization of documents and processes to enterprise need.
  • Workflows can be tailored to job type, and can specify stakeholders necessary at each stage of onboarding process.
  • Onboarding requests are automatically routed for proper review and approval.
  • Orientation and training sessions can be orchestrated via the workflow, including notification/reminders to attendees.
  • New hires can be automatically sent a packet of orientation materials.
  • Online orientation forms can be included allowing new employees to submit necessary onboarding documents such as agreements, disclosures, benefit applications, etc.

Benefits

  • Reduction in manual paperwork reduces errors and delays, driving sizable time and costs savings for the enterprise.
  • HR accelerates response times and new hire processing, building goodwill with all stakeholders.
  • Centralized tracking and reporting allows HR to have real-time overview of all onboarding workflows.
  • Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
  • E-signature integration standardizes secure approvals.
Human Resources
Telework Requests
Build a workflow to expedite the process of employees applying to work remotely.
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HR Use Cases

TAP lets you design and launch workflows for every aspect of human resources. Check out how other HR professionals leverage workflow automation.

Telework Requests

Challenge

Build a workflow to expedite the process of employees applying to work remotely.

Solution

  • An easy-to-use online self-service form allows employees to submit request to work remotely.
  • Form can be designed to capture as much information as necessary.
  • Multiple forms can be created for different employee roles or requirements.
  • Workflow, including specification of participants and notifications, is completely customizable.
  • Once submitted, requests are automatically routed to proper stakeholders/managers for review.
  • Approval or denial notifications can be automatically generated and sent to applicants.
  • If approved, employees can be automatically sent a packet of information and materials they need to work remotely.

Benefits

  • Telework requests are submitted and processed with far greater speed and minimized errors, delays and costs.
  • Centralized tracking and reporting allows HR to have overview of all workflows in real time.
  • Workflows are automatically archived in the Cloud for secure storage and accessibility for auditing.
  • E-signature integration standardizes secure approvals.

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