The Ultimate Guide to Core HR Workflows

The satisfaction of being a part of a well-planned and well-executed Core HR workflow is hard to explain, but the feeling you get is kind of how you feel after watching this:


In short: It feels really good to watch it happen, and even better to know you accomplished everything you needed to. With a great core HR-driven workflow, the HR team, as well as others throughout the company, it can create chain reactions that when properly deployed, make for an engaged and delighted workforce.

The benefits of aligning your workflows with your must-do's is more than just efficiency - though that's a big one. A well-devised workflow also empowers your employees by putting them in control of their time and creates a culture of self-responsibility. With a workflow, you can: 

  • Set automated communications and milestones 
  • Reach any employee involved with the task
  • Monitor progress 
  • Duplicate it and repeat 

Here are four high-impact workflows that will get you started on making the most of your Core HR. 

1. Onboarding Workflow for the New Employee 

Who Will Love It: HR team and new employees
Why It's High-Impact:

  • Makes to-do's and progress clear 
  • Saves time through automation 
  • Sets a good tone

The impact of high-quality onboarding gets more important all the time. A Gallup study showed only 12% of employees feel their organization does a great job of it, and there’s a major opportunity for competitive industries like construction and healthcare to make onboarding a differentiator.

 Onboard in 5 Simple Steps CTA

For an HR professional, using a workflow for onboarding would take a time-consuming project that includes everything from completing HR paperwork and informing workers where to come on their first day, to making sure IT knows they need to set up a phone and computer system. In this instance, the onboarding workflow would be assigned to the new employee and managed by the HR team, and it would look like a living, changing checklist that includes assignments, milestones and a record of completion. 

2. Onboarding Workflow for the New Employee's Team

Who Will Love It: Co-workers, new employees
Why It’s High-Impact:

  • Assignments are clear
  • Saves time through automation
  • Holds stakeholders accountable

Encourages a welcoming and professional environment for the new hire (emotional onboarding)

Anyone you deem necessary can create and participate in a workflow. When your newest hire is getting ready to come in, you can assign to-do's based on job title or employee, and it can span across departments, from IT to the sales manager. That means when it comes to tasks like setting up computes and mobile apps, or assigning vehicles or cell phones, there's no question who is responsible for it and when it needs to be ready. You can follow along with the workflow's progress to make sure deadlines are being met and stakeholders are being accountable. 

3. Employee Referral Program Workflow 

Who Will Love It: Employees, recruiters
Why It’s High-Impact:

Employee referral programs increase the average retention rate from 33% to 46%, yet only half of companies offer them. Why?

First, they can be hard to construct. But beyond that, employees can impact them: 

  • Employees don't refer people (a clue that your culture isn't looking so hot)
  • Employees don't know about the program (poor promotion and/or communication efforts) 
  • Employees don't know how to participate (same)
  • Employees don't feel they get anything out of it (bad incentive)

So, where does a workflow come in? Everywhere. An employee referral program workflow can launch after every job posting and including things like sending an automated email to your team about the opening that includes a link to the referral program, hooking into your ATS for simple referral tracking, keeping the referrer up-to-date on the candidate and tracking when and how the incentive is paid out. 

Employee referral program checklist cta

4. Professional Development Workflow 

Who Will Love It: High achievers, ambitious employees, managers, HR
Why It’s High-Impact:

  • If it includes safety training, it can literally be the difference between life and death
  • Will empower employees to complete their tasks
  • Keeps communication channels clear about what must be done and when

Employee development, whether that's training, a learning management system, or performance reviews, is crucial to continued success. Whether your business is in construction and needs to track OSHA certifications or your team works on laptops and has high stakes in staying compliant, you'll agree that assigning, tracking and completing employee development is important. 

Workflows in HR can save time, money and make a cultural impact on your workforce. To get started, schedule a demo of our core HR system today. 

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