People & HR

Focus on the people and not the process work using automation to do more with less and enhance the employee experience

HR automation is technology that allows People & HR teams to digitise, streamline, automate and measure their work, across hiring, communications, retention, development and performance management.

Why is People & HR Automation Important?

People and HR teams currently manage and conduct their work using inefficient and manual processes such as paper forms and excel spreadsheets to run and manage employee relations. As a result, HR teams are spending more time on administrative tasks that are low value and unmotivating, as opposed to valuable people-centric work. Many software providers can address some of these issues such as deploying digital forms, but they often cannot provide the level of sophistication required to manage the complex workflow-based processes that are managed by human resources departments. Moreover, the inability to capture key data from processes that currently sit in ‘offline’ media such as emails and spreadsheets make it difficult for HR teams to be on the front foot when it comes to process improvement.

Use Cases for People & HR Automation

People & HR automation empowers HR teams to create self-serve and self-help tools for employees and tools that empower the HR team themselves to process work more efficiently.


At Checkbox, we’ve come across 5 common categories of use-cases for people & HR automation:

  1. Information Intake
    Rapidly build and deploy forms across the entire organisation to capture information from employees and contractors
  1. Enquiry Triage
    Create a HR services request and queries gateway that enables self-service and standardised, automated triage
  1. Document Generation Workflow
    Generate standard documents like employment contracts and letters with signature workflow
  1. Bulk Processing
    Process high volume work, approvals and document generation that is specific to each employee in bulk
  1. People-based Workflow
    Facilitate the movement of work, tasks and documents between Managers and employees or staff between different departments

Benefits of People & HR Automation

Whilst other HR technology may help HR teams organise and manage their work, HR automation uniquely shifts the type of work of People & HR departments to enable them to truly do more with less, whilst also creating visible and direct improvements to the delivery of employee services to their organisation.

Here are just some of the benefits of People & HR automation:

  • Give time back to People & HR teams – refocus the HR team on high impact, people-centric tasks by creating automation and self-service journeys for the low complexity tasks.
  • Enhance employee experience – remove bottlenecks and improve turnaround time to the business by improving accessibility to services through self-service whilst shortening the queue for high importance HR requests.
  • Higher compliance – improve accuracy and adoption of proper practices and processes.
  • Standardisation – create operational excellence and consistency of service delivery.
  • Data capture – gain access and report on data which typically isn’t captured due to manual and ‘offline’ methods of working, particularly in email and phone calls.

Checkbox as a People & HR Automation Platform

The Checkbox automation platform empowers People & HR teams to build automation tools that can be deployed to employees organisation-wide, using drag and drop. Trusted by the best brands globally across HR teams of all sizes, Checkbox has been a critical piece in their transformation journey, providing not only the best in breed automation technology but the expertise to ensure success.

Checkbox is known for being the easiest to use, yet powerful automation platform available for People & HR teams. Combined with our deep expertise in automation and transformation, we are excited to demonstrate to you why the best chooses Checkbox and why they always succeed with us.

Learn more about some People & HR automation solutions built on Checkbox

Work-from-home Support

Gather information on employee work from home setups to provide guidelines and further support to support the efficiency and safety of staff working virtually

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Performance Review

Facilitate and align the self-assessment and manager assessment of performance reviews, including the generation and circulation of related documents

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Bulk Employee Letter Generation

Bulk generate and send letters to employees that are personalised to each recipient, including dynamic clauses and any calculations such as remuneration

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Explore People & HR Solutions