Available for the following plans: Plus, Unlimited HR, Elite, Unlimited HR+Payroll
Available for the following HR classic plans: Platinum
Available for the following user access levels: Admin
Managing HR tasks efficiently is essential to keeping your business running smoothly. Employment Hero’s Workflows feature helps automate and streamline repetitive HR processes, ensuring consistency, reducing manual effort, and improving compliance. Whether you’re onboarding new employees, managing approvals, or tracking key processes, Workflows provide a structured approach to help you save time and stay organised.
What are Workflows?
Workflows allow you to automate and standardise HR processes by setting up predefined sequences of tasks. These workflows guide users through each step, ensuring that required actions are completed in a timely and consistent manner. You can customise workflows to match your organisation’s unique processes, assign tasks to the right people, and monitor progress seamlessly.
Key Benefits of Workflows
- Increased Efficiency – Automate repetitive HR tasks to save time and reduce manual errors.
- Consistency and Compliance – Ensure all steps in a process are followed correctly, reducing the risk of missed actions or regulatory issues.
- Improved Collaboration – Assign tasks to different team members, track progress, and ensure accountability.
- Customisation – Tailor workflows to fit your organisation’s specific requirements and unique processes.
- Better Employee Experience – Provide clear guidance for employees and managers, making HR tasks easier to complete.
How to Get Started
Using Workflows in Employment Hero is simple. You can create and customise workflows to suit your needs, assign relevant team members, and monitor progress through the platform.
- Access Workflows – Navigate to the Workflows section in Employment Hero.
- Select a Pre-Built Workflow or Create a New One – Use our templates or build a custom workflow from scratch.
- Assign Tasks and Set Rules – Determine who is responsible for each task and define any conditions or dependencies.
- Monitor Progress – Track task completion and receive notifications when actions are due.
For detailed step-by-step instructions, visit our Workflows Help Centre articles.
Common Use Cases for Workflows
- Employee Onboarding – Automate the process of welcoming new employees, assigning induction tasks, and ensuring compliance.
- Leave Approvals – Set up an approval process for leave requests, ensuring managers are notified and decisions are tracked.
- Performance Reviews – Structure and schedule performance appraisals with automated reminders and tasks.
- Policy Acknowledgment – Ensure employees review and acknowledge company policies in a structured manner.
Learn More
Workflows are designed to simplify and enhance your HR processes. To explore more about setting up and managing workflows, visit our Workflows Help Centre section.
Take control of your HR operations with Employment Hero’s Workflows and experience a more efficient and organised way to manage your team.