Automating HR processes with Zoho People

Summary

This webinar on Zoho People focuses on automating HR tasks to enhance productivity. It covers the importance of automation in HR, showcasing Zoho's features like mail alerts, workflows, checklists, and automated field updates. The presenter provides a live demo on setting up automation for tasks such as probation confirmation, onboarding, exit surveys, and managing contract employees. The goal is to free up HR personnel to focus on strategic work rather than monotonous tasks.

Takeaways

• 😀 The webinar's focus is on automating redundant yet important HR tasks using Zoho People to increase productivity and accuracy.
• 🔍 A survey by Business Wire indicates that 72% of HR professionals believe a lack of automation hinders business success, highlighting the necessity for change in HR processes.
• 🛠 Automation in HR can handle repetitive tasks, reducing the workload and allowing HR personnel to focus on strategic work and employee well-being.
• 📈 The webinar demonstrates how to set up automation features in Zoho People, including creating mail alerts, automated field updates, checklists, and workflows.
• 📅 Live demos are provided to show the step-by-step process of automating tasks such as sending a mail alert when an employee completes probation.
• 📝 Workflows in Zoho People are triggered by specific events or dates, automating a series of actions based on employee data, like the date of joining or contract end date.
• 📧 Mail alerts can be configured to send notifications for various events, such as work anniversaries, probation notices, and exit surveys, keeping employees informed and engaged.
• 📝 Checklists and tasks can be created to track and enforce important actions, ensuring that no critical HR processes are missed.
• 🔄 Automated field updates allow for the seamless updating of employee status or other information without manual intervention, saving time and reducing errors.
• 🔑 Custom functions and integrations are available in Zoho People to meet specific organizational needs and streamline processes further.
• 🔚 The webinar concludes with a recap of the importance of automation in HR and a summary of the features and benefits of using Zoho People for this purpose.

Q & A

What is the main topic of the webinar?

The main topic of the webinar is automation in HR processes using Zoho People, focusing on how to automate redundant yet important HR tasks to benefit organizations.

Why is automation important in the field of human resources?

Automation is important in HR because it helps to accomplish monotonous tasks with increased accuracy and ease, minimizes data errors, and allows HR personnel to focus on more strategic and people-centric activities.

What percentage of HR professionals believe that lack of automation hinders business success, according to the Business Wire survey mentioned in the script?

According to the survey conducted by Business Wire, 72% of HR professionals believe that lack of automation hinders business success.

What are some of the automation elements available in Zoho People?

Some of the automation elements in Zoho People include mail alerts, workflows, automated blueprints, smart approval options, automated schedulers, checklists, tasks, custom functions, and automated field updates.

How can Zoho People help with onboarding tasks for new employees?

Zoho People can automate onboarding tasks by creating a checklist of tasks and mapping them to a workflow that triggers a welcome email and assigns tasks to the appropriate department or team members upon a new employee's entry.

What is the purpose of creating an exit survey in Zoho People?

The purpose of creating an exit survey in Zoho People is to gather insights on how the organization is run and to collect exit feedback from employees, which can be sent to their personal email addresses based on their date of exit.

How can Zoho People automate the process of updating employee status for contract employees?

Zoho People can automate the process by creating a field update that is mapped to a workflow, which then automatically updates the employee status in the employee form to 'terminated' or 'disabled login' based on the contract end date.

What is the benefit of automating the sending of a probation confirmation email in Zoho People?

Automating the sending of a probation confirmation email ensures that the email is sent accurately and on time, six months from the date of joining, without the need for manual calculation or intervention by HR personnel.

How can workflows in Zoho People be triggered based on specific actions or dates?

Workflows in Zoho People can be triggered based on specific actions such as a new user entry or based on dates by using the 'execute based on date' option, where the workflow will automatically calculate and trigger actions such as sending emails or updating fields after a certain period.

What is the significance of the 'listen-only mode' mentioned in the script for the webinar participants?

The 'listen-only mode' signifies that participants can only listen to the webinar and are not able to interact verbally. They can, however, type their questions in the question bar, and product experts will answer them during the session.

What is the role of HRBPs in strategic work according to the script?

According to the script, HRBPs (Human Resources Business Partners) wish to spend 20% more time, which is equivalent to one full workday each week, on strategic work. This strategic work involves planning for the wellness of their organization.