4 Key HR Workflows to Automate in Your HCM for Greater Efficiency


In people management, inefficient processes often stem from siloed teams and systems. Team members can’t get up-to-date information quickly or easily from each other, or the different systems they use don’t integrate well, resulting in a time-consuming manual effort just to get everyday stuff done. At the same time, if a team member is intervening unnecessarily and duplicating effort, or isn’t getting notified of a key step when they should, it can result in process bottlenecks. 

When you automate common processes within your people management function, teams can speed up their daily work, perform it with more accuracy, and use the time they gain back to focus on higher-value tasks. Process automation also tasks the right person at the right time in the process, so notifications don’t go missing or languish in the wrong person’s inbox, impeding the entire workflow. 

Here’s a list of the top processes to automate in your human capital management (HCM) system for greater efficiency, accuracy, and productivity.

1. Employee Termination

When an employee is terminated, there are a host of administrative tasks that follow which mainly involve human resources (HR), such as deciding on a termination date, processing final paychecks, and setting up meetings between the employee and manager, as well as general offboarding duties like ending benefits and retirement. You can create and store an automated termination process in your HCM system that can easily be replicated each time you need to use it. 

Automating employee termination tasks decreases the time spent on them and helps you meet compliance by ensuring the right sign-offs are happening along the way. And because termination is often a sensitive issue, you can ensure the right manager in the chain of command is notified so they can initiate the termination process and conduct it as smoothly and compassionately as possible.

2. Compensation Change

Changes in employee compensation — merit increases, raises, salary decreases, and more — each requires the right documentation, whether to adhere to certain employment laws, such as the Fair Labor Standards Act (FLSA) and Equal Pay Act or to accurately record the change in an existing employment contract. Using an automated workflow in your HCM for compensation changes makes handling this important process a lot less intimidating.

With a single predefined workflow, you can quickly and easily move through each required step and approval, both on the procedural side and when communicating with the employee. In the case of a salary increase, a streamlined process can help enable you to reward top talent on an expedited basis so they can reap the rewards of the change faster. When your talent is not only fairly compensated but efficiently compensated as well, they have more reason to stay in their job, which helps with employee retention. 

3. Internal Job Transfer or Promotion

An internal job transfer or promotion is a positive for the employee, but it also means embarking on a process of filling the open role, updating the organizational chart, and getting the transferred or promoted employee up to speed quickly. Similar to compensation changes, internal job changes benefit from an automated workflow that can initiate and streamline a multitude of steps.

Automating the process in your HCM — particularly one that’s built on a role-based architecture and dynamically ties into your org chart — ensures information about the vacated role doesn’t disappear when the employee moves into the new role. This gives you better visibility into the roles that still need to be filled, helps you make appropriate hiring decisions for the open roles, and ensures the transferred or promoted employee is quickly reassigned so you’re not wasting them as a resource. 

4. Worker Location Changes

Especially in the pandemic and post-pandemic era, during which employees began to move around more and take remote positions in other locations, it’s become exponentially harder to keep up with where every employee resides and works. You can automate worker location changes to reduce the level of human monitoring needed.

Automating HR management processes like this one takes the administrative burden off of the employee’s manager and even the HR team by capturing, centralizing, and initiating updates to employee data, such as a location change. Not having to worry about whether basic data is correct and current means managers can focus on their important work and HR and people management teams can spend more time on strategy and other high-value tasks.

Make Your People Management Processes a Breeze

Using an HCM system with automated capabilities reduces the administrative burden of your organizational processes and increases operational efficiency. By governing the timing and flow of each process via the system’s advanced logic instead of manually by administrators and managers, you can move away from the day-to-day grind of repetitive tasks and toward more strategic initiatives.

Automated processes enable greater efficiency by: 

  • Defining the correct route of the process — which role needs to handle which part of the process and when — using the roles mapped out in your org chart

  • Keeping all process transactions and approvals in the same system

  • Easily scaling processes up or down to meet the needs of the organization

  • Using predefined workflows already in the system to rapidly automate common processes

Reach out to one of our experts today to learn more about how SyncHR can help you streamline your common organizational processes for greater efficiency, accuracy, and productivity. To learn more about SyncHR, click here.


Please read our disclaimer here.


Back To Resources

John Cuellar

John Cuellar

John is responsible for SyncHR’s product, engineering, and system operations teams. He is focused on streamlining the business processes related to HCM and finance by distributing SyncHR to all members of the workforce and by using patented security and workflow to control these developments. John is also responsible for delivering SyncHR as a cloud based application with “extreme ratio” financial metrics.

He has a background in engineering, workplace applications, and business administration, bringing over 25 years of experience deploying strategic HCM applications. Prior to co-founding SyncHR, John was the CEO of Harbor Technologies, since acquired by Mellon Financial Corporation. Previous to Harbor Technology Group, he spent an internship with the Swiss Bank Corporation in their derivatives pricing and trading group and also worked as a senior manager for the US Navy. John received his Bachelor of Science degree in Electrical Engineering from the University of California at Santa Barbara, and his Master of Business Administration from the Haas School of Business at the University of California at Berkeley.

Get the latest resources from SyncHR right in your inbox.

You might also like

Ready for a SyncHR demo?

Get a one-on-one demo of our platform and take your business to the next level.

Get Started

SyncHR Platform Overview

Our patented, enterprise-class technology is redefining and simplifying HCM

Learn More