Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content
  • HOME
  • Guides
  • What is HR automation? A complete guide to streamlining HR management using Zoho Flow

What is HR automation? A complete guide to streamlining HR management using Zoho Flow

  • Last Updated : September 25, 2024
  • 158 Views
  • 7 Min Read

Human resources is one of the most important aspects of an organization, being responsible for crucial processes like recruitment, onboarding, off-boarding, time-tracking, payroll, benefits administration, and professional development. But HR processes require a lot to do, and when most of the tasks involve repetition, the work can get monotonous.

This is where HR automation can be helpful. HR automation is the process of using software and AI tools to automate and streamline repetitive and time-consuming HR processes and HR-related tasks. By implementing HR process automation automation within your organization, you're able to save a huge amount of time, letting you focus on the more productive and creative aspects of your work.

Why you should implement HR automation at your organization

Let's take a look at how HR automation can help your organization be more efficient:

Data-driven decision-making

HR automation applications can track and collect the data of employees and candidates. This information can be viewed in different formats, generated as reports, and more, helping you spot patterns and analyse data. You're also able to generate valuable insights with this information, which can help you improve your processes and increase the efficiency of your HR team.

Hiring automation

One of the most important jobs for the HR team is hiring. Hiring can involve a lot of repetitive tasks that need to be carried out for every single candidate, making it extremely mundane and time-consuming. With the assistance of HR automation applications like Zoho Recruit, you're able to narrow down candidates easily, offer a better candidate experience, and increase consistency.

Payroll automation

Another important task that the HR team is responsible for is payroll. By integrating your HR management apps and finance apps, you're able to create transparency and data consistency across platforms. You can also link the payroll and finance-related details of every employee with their profile, making the payroll process easier.

Improved employee experience

With the right HR automation tools set up within your organization, you can offer employees a seamless experience, helping them access important data whenever they want to. This can also be helpful for managers to track the performance of their reports.

Increased transparency and security

HR automation ensures transparency between the employee and employer, making sure both parties are aware of employee information like timekeeping, hours worked, sick days, personal time off, and more. HR management applications can also increase security and compliance within the organization by providing safety training, sharing compliance guidelines with employees, and more.

Reduced errors

When manually reporting information about your employees or candidates, mistakes are bound to happen. By using HR automation software tools, you're able to automate the reporting and transfer of information between your applications, ensuring that the employee data is consistent across platforms and there are no reporting errors.

 

Now that we know how implementing HR automation can be helpful for your business, let's take a look at how to make it happen:

The right Zoho apps for your HR automation

To implement HR automation at your organization, you'll need the help of certain applications. Let's take a look at a few HR automation software from the Zoho suite that can help you streamline and automate your human resource management.

Recommended Zoho apps:Zoho People, Zoho Recruit, Zoho Flow

Zoho People

Zoho People is a human resource management system that helps you review employee performance, track time and attendance, derive insights, offer learning and development sessions, employee onboarding and more, simplifying all your HR operations.

With the help of this HR automation software, you're able to create streamlined HR management workflows, ensuring that your day-to-day HR tasks and operations are less repetitive and time-consuming. You're also able to have all your employee information in the same database, making it simpler for you to view, analyze, and review data when necessary.

Zoho Recruit

Zoho Recruit is a hiring solution that makes recruitment easier for HR teams and staffing agencies. This platform offers you a complete solution, from creating job openings, finding, evaluating, and communicating with candidates, onboarding, signing documents, and more, ensuring every part of the process happens efficiently.

Zoho Recruit offers you a detailed journey for every candidate, letting you analyze their information and performance to choose the right employee for your organization easily. This application can make one of the core aspects of an HR team's job—hiring—simple.

These two HR automation tools can make HR management less complicated, offer you more insights, help you make better decisions, and save time, effort, and money. However, to get the most out of these applications and automate your HR management completely, you'll need the help of an integration platform.

Integration platforms let you integrate these HR tools with other applications, helping you ensure a seamless and instant transfer of data across apps. For example, by integrating Zoho People with contract management applications like Zoho Contracts, when an employee signs a contract, the data will be updated in Zoho People automatically. Similarly, you can initiate contracts for your employees through Zoho People. This will ensure that your HR apps are always up to date and none of your tasks get delayed.

An excellent example of an integration platform that can help you integrate your apps and automate your workflows is Zoho Flow.

Zoho Flow

Zoho Flow is a hybrid integration platform that lets you integrate both cloud and on-premises applications with each other, helping you automate and streamline your HR automation, as well as any other workflows. It provides integrations for more than 900 applications, along with 1,200+ prebuilt connectors that make integrating easy.

Zoho Flow can help you build custom integrations based on your requirements, including adding custom logic to your workflows, so you can build tailor-made HR automation systems and workflows for your organization. And with the additional advantage of being a part of the Zoho ecosystem, Flow can help you seamlessly connect both Zoho and third-party applications.

Now let's take a look at a few integration ideas that you can perform with Zoho People and Zoho Recruit using Zoho Flow.

 

Create new candidates based on form entries

When a person fills out a form showing interest in being a part of your organization, you have to add them to your recruitment portal and then begin the steps required to conduct an interview and hire them.

However, by integrating Zoho Recruit with form builder applications like Zoho Forms, every time someone fills out a recruitment form, the details of the candidate will automatically be updated in Zoho Recruit instantly, saving you time and removing the manual effort involved.

Create Zoho Recruit candidates from new Zoho Forms submissions

Instantly create a payroll account

One of the primary things to do when a new employee joins your organization is create a profile for them in your payroll portal. By integrating Zoho People with your payroll application, you can make sure that a payroll account is created for every new employee as soon as they're added to Zoho People.

Similarly, if there are any changes to the designation or salary of any existing employee, it can be updated automatically in your payroll app right after the changes are updated in Zoho People.

Get notified of important HR updates

By integrating Zoho Recruit with communication applications like Zoho Cliq, every time a candidate has been added to Zoho Recruit, or when a candidate finishes a test, the HR team will be notified, letting you instantly start working on the next steps involved in the process.

Another way to integrate Zoho Cliq with HR apps like Zoho People is by connecting these two applications together; when an employee applies for leave or when a person joins or leaves the company, the whole team can be notified through a message in the channel, helping them plan their work accordingly.

Send company policies and other documents to employees easily

When a new employee joins your organization, you'll likely have to share important documents and company policies with them to make sure they familiarize themselves with the company.

This process can be automated by integrating Zoho People with Zoho Mail. With this integration, every time a new employee email address is updated in Zoho People, that address will automatically receive onboarding documents delivered to its inbox.

Automate the signing of employee contracts

Similar to the previous use case, when a candidate is selected and is close to joining your organization, it may be necessary for them to sign certain documents or employee contracts based on their role.

By integrating Zoho Recruit with Zoho Sign, you're able to initiate the sending of contracts to the candidates when the status of their record is updated to selected. You can also initiate emails to candidates when their status is updated to rejected, automating having to send contracts or emails manually.

Send Zoho Sign templates for updated candidate records in Zoho Recruit

 

These are just a few ideas to automate HR management workflows using Zoho Flow. With the available 900+ applications on offer, you're able to integrate Zoho People and Zoho Recruit with a variety of applications, creating customized workflows tailor-made to suit your requirements and making HR management a breeze.

Related Topics

  • Sooraj

    Content writer for Zoho Flow. Ardent fan of sports and movies.

Leave a Reply

Your email address will not be published. Required fields are marked

By submitting this form, you agree to the processing of personal data according to our Privacy Policy.

You may also like