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
Vacation / Disability Leave Requests
Develop an automated workflow to manage the process of reviewing vacation or sick leave requests.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

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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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

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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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

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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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

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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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

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.
Explore

Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

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.
Explore

Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

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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