How Do I Benefit From Using HR Custom Workflows?

by Paul Devlin

One of our clients’ favorite HR features at APlus are Custom Workflows in our HR module. It allows you to create automated, tailored processes that fit your organization’s unique needs. From onboarding new employees to managing promotions or handling offboarding, this feature empowers HR professionals to design workflows that reduce manual intervention and eliminate redundancy.

Using an intuitive drag-and-drop editor, you can configure workflows to include specific approval chains, notifications, and conditional actions based on your organizational policies and preferences. It’s like having a custom-built HR assistant working 24/7 to keep things running smoothly!

Real-World Applications

Here are some ways our clients are using Custom Workflows to unlock unprecedented efficiency and employee satisfaction:

1. Seamless Onboarding

Many companies have streamlined onboarding with this feature, ensuring a cohesive and welcoming experience for new hires. Automated workflows can gather paperwork, schedule orientation meetings, assign mentors, and trigger reminders for first-week check-ins—all without lifting a finger.

2. Leave Management Simplified

Say goodbye to back-and-forth emails about leave approvals. With Custom Workflows, employees can submit leave requests that are instantly routed to the appropriate managers for approval. Notifications keep everyone in the loop, reducing misunderstandings and delays.

3. Performance Reviews Tailored to Teams

Forget the one-size-fits-all approach to appraisals. HR teams can design workflows specific to departments, ensuring the right review forms and timelines are assigned, and feedback is visible to relevant parties at the right stages.

4. Mitigating Compliance Risks

Imagine automating the collection of key compliance documents like I-9s, certifications, or safety training acknowledgments. Custom Workflows ensure nothing gets overlooked by notifying employees and tracking completion within set deadlines.

Why Is It Different?

What sets our Custom Workflows apart from competitors is flexibility and usability. Many HR platforms offer rigid process automations where workflows have to align with “preset” templates. Our feature lets you mold processes entirely to your needs. Additionally, because of its user-friendly design, you won’t need a software developer to create or adjust workflows—HR professionals can do it themselves or have one of our team assist you.

Tips to Implement Custom Workflows Effectively

If you’re ready to take full advantage of this feature, here’s how to get started:

  • Audit Existing Processes: Outline your current workflows and identify bottlenecks or repetitive tasks that could be automated.
  • Engage Your Team: Get input from department managers and employees to ensure workflows align with actual needs.
  • Start Small: Focus on one high-value workflow to implement first—such as onboarding or leave management—and optimize as needed before expanding.
  • Leverage Training Resources: APlus offers detailed guides and customer support to help you build and optimize your workflows. Make use of these resources to fast-track your setup.
  • Monitor and Adjust: Regularly review analytics to identify areas for improvement and fine-tune your workflows for sustained efficiency.

Don’t Miss Out

If you’re already an APlus client using our HR module, Custom Workflows is a feature you can’t afford to overlook. It’s not just a tool for optimization—it’s a path to transforming how your HR department functions. The potential to save time, reduce errors, and enhance employee experience is unmatched. Our HR team can also help you custom them for you

Are you ready to transform your HR processes? Contact us today and explore the power of Custom Workflows. Your team will thank you!

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