Automate your people strategy and deliver an agile, connected employee experience

Hiring candidates  

Speed up delivery times and increase your HR team’s capacity. Promote diversity and inclusion in recruiting with unbiased hiring with real-time data to improve your strategy, too. Get employee referrals, check references, and extend an offer to the right candidate for the right position.  

Ask us about these business use cases: 

• Offer extension  

• Offer letter template 

• Reference checks 

Sourcing candidates   

It’s important to send the right message when you’re connecting with potential candidates, making it smooth and seamless. It’s their first impression of your company—and the talent market is scarce. Spend less time sourcing and assessing your growing pool of candidates in ATS and more time meeting and engaging with qualified ones, improving their experience at the same time. 

Ask us about these business use cases: 

• Actively sourcing candidates in ATS 

• Matching active candidates against select requisitions 

• Send notification to previously applied candidates if a role   re-opens 

• Disposition candidates 

• Proactively sourcing candidates in external sites

Preparing postings 

By automating other processes, you’ll have more time to spend preparing the perfect posting up front so you can be more people-focused and get a well-qualified candidate for your open role. 

Ask us about these business use cases: 

• Post vacancy on several job boards 

• Intake session with hiring managers 

Selecting candidates  

HR automation helps you post job openings and track interest. Find the right candidates within your ATS for all open requisitions by seeing provided talent summaries with suggested personalities and start holding interviews sooner than later, reducing hiring cycle times. 

Ask us about these business use cases: 

• Interview scheduling 

• Manager reminders 

• Reporting 

• Candidate assessment form (post interview for manager to submit feedback) 

Hiring candidates  

Speed up delivery times and increase your HR team’s capacity. Promote diversity and inclusion in recruiting with unbiased hiring with real-time data to improve your strategy, too. Get employee referrals, check references, and extend an offer to the right candidate for the right position.  

Ask us about these business use cases: 

• Offer extension  

• Offer letter template 

• Reference checks 

Offboarding  

Trigger and track checklists by introducing a digital worker to complete end-to-end offboarding processes.  

Ask us about these business use cases: 

• Exit checklist tracking 

• Sending final PTO payout to payroll 

Onboarding  

Make your day-to-day run smoother by streamlining new hire paperwork, help tickets, and onboarding activities. Onboarding bots reduce time to value, and 24/7 HR chatbots are readily available to answer employee questions, concerns, and process incident reports and compliance tickets. 

Ask us about these business use cases: 

• New hire tickets 

• Process new hire paperwork 

• New hire orientation email 

HRIS  

Change creates work for HR and talent teams, and it adds up. RPA does the work for you of inputting data, collecting and completing documentation, and communicating updates. Manage employee data movement from ATS, HRIS, payroll, and benefits, and file the proper documents in between.  

Ask us about these business use cases: 

• HR System Access 

• ATS to HRIS integration  

• Employee data audit 

• Manage employee probation period  

• Process employee status system changes 

• Chatbot

Organize and maintain personnel records  

Auto-generate and centralize letters such as immigration and verification to improve the employee experience and ensure all data is completely up to date. Then you’ll be able to update your internal databases with correct new hire information.  

Ask us about these business use cases: 

• Save documents in employee e-file 

Reporting  

Increase HR employee capacity for more strategic work by generating various employee reports—faster. Let automation keep these ops running smoothly behind the scenes, freeing up teams to focus on other big-picture, strategic areas.  

Ask us about these business use cases: 

• Generate employee reports

Support payroll management  

Improve your HR team’s productivity levels by digitizing the entire time-consuming process. Manage changes in HRIS, reports for items such as bonuses and balances, and develop and reconcile ad hoc reports as needed. The better your teams run in the background, the better your business runs. It’s a win-win for everyone.  

Ask us about these business use cases: 

• Payroll reporting  

• Payroll reconciliation 

Offboarding  

Trigger and track checklists by introducing a digital worker to complete end-to-end offboarding processes.  

Ask us about these business use cases: 

• Exit checklist tracking 

• Sending final PTO payout to payroll 

Benefits and retirement program administration  

Process employee medical leave in systems by using document understanding to review documents and answer employee benefit inquiries such as open enrollment, life event changes, or questions about their retirement plans.  

Ask us about these business use cases: 

• Process employee medical leave 

• Answer employee benefits inquiries  

• Employee annual open enrollment notifications and reminders 

• Tuition reimbursement  

• 401(k) elections and summary report 

• Annual reports and 5500 forms 

General accounting and reporting  

Use HR helpdesk digital assistants to answer FAQs and perform common tasks across payroll and benefit systems. 

Ask us about these business use cases: 

• Payroll mutations 

• Annual enterprise W2 distribution 

Payroll calculations and processing  

One of HR’s most important jobs is to make sure employees are getting paid and can access their benefits. Automation makes this a simple task with efficiency and fewer mistakes.

Automate payroll reporting and reconciliations and easily provide decision support in developing compensation models. Calculate payable hours, commissions, taxes, and deductions, as well as items like PTO and other incentives an employee may receive.  

Ask us about these business use cases: 

• Expense claims and benefits  

• Data from attendance system (PTO, sick time, etc.) 

• Performance incentives (bonuses, etc.) 

Collecting and verifying timesheets 

Review and analyze payroll reports to highlight anomalies or data disparities during processing.  

Ask us about these business use cases: 

• Timesheet validation

Benefits and retirement program administration  

Process employee medical leave in systems by using document understanding to review documents and answer employee benefit inquiries such as open enrollment, life event changes, or questions about their retirement plans.  

Ask us about these business use cases: 

• Process employee medical leave 

• Answer employee benefits inquiries  

• Employee annual open enrollment notifications and reminders 

• Tuition reimbursement  

• 401(k) elections and summary report 

• Annual reports and 5500 forms 

Monitoring 

Digitize the tracking and progress of employee completion rates, making it simple to view attendance reports, send reminders to employees, and track your overall budget spend.  

Ask us about these business use cases: 

• Attendance reporting 

• Tracking manager training budget 

• Mandatory training reminders  

• Tracking certification active status (e.g., medical professionals)

Develop and implement training programs 

Increase the effectiveness of and adoption of your HR programs with employee learning programs. Improve efficiency by using automation to align learning with development plans by role. 

Ask us about these business use cases: 

• Creates more inclusive training (subtitles, sign language, etc.) 

• Training enrollment  

• Enterprise training updates 

Align training provided with organization goals 

Recommend courses and other training based on employee interest, feedback from managers through performance appraisals, and personalized goals. Accelerating the digital transformation of these types of programs leads to increased employee engagement and empowerment to do more.  

Ask us about these business use cases: 

• Suggested learnings 

• Culture and safety training videos for onboarding 

Monitoring 

Digitize the tracking and progress of employee completion rates, making it simple to view attendance reports, send reminders to employees, and track your overall budget spend.  

Ask us about these business use cases: 

• Attendance reporting 

• Tracking manager training budget 

• Mandatory training reminders  

• Tracking certification active status (e.g., medical professionals)

Succession planning  

Find key roles in the organization and promote the completion of employee career profiles with reminders, protecting the future workforce. Increase diversity by automating nominations of potential successors. 

Ask us about these business use cases: 

• Reports that show potential employee profiles for critical roles 

• Tracking key roles in the organization in workforce planning tool 

Performance management  

Improve performance by automating individual development plans with suggested learnings and easily aggregate and analyze talent performance data. 

Ask us about these business use cases: 

• Talent management reporting 

• Performance appraisals reminders 

• Performance improvement plans workflow approval 

Career development 

Enhance employee and total experiences by automating career paths by streamlining the development and implementation of career ladder programs. Increase employee retention with predictive modeling and communication mining.     

Ask us about these business use cases: 

• Automated career ladders in the organization 

• Pushing completion of employee career profiles via reminders 

• Employee profile completion support (document understanding) 

• Individual development plans (IDPs) completion reminders 

Enterprise capability building  

Supply training completion reports and competency assessments and find any gaps along the way, assessing and bridging employee skillsets.  

Ask us about these business use cases: 

• Competency assessments

Succession planning  

Find key roles in the organization and promote the completion of employee career profiles with reminders, protecting the future workforce. Increase diversity by automating nominations of potential successors. 

Ask us about these business use cases: 

• Reports that show potential employee profiles for critical roles 

• Tracking key roles in the organization in workforce planning tool