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Automations · Human Resources

Human Resources Automations

5 done-for-you automations built for the roles that keep this industry running. Book a consultation and we'll tailor any of these to your exact tools.

HR Manager

Job Posting & Multi-Platform Applicant Tracker

When a new position is approved, the job description is automatically posted to LinkedIn, Indeed, and the company careers page simultaneously, and all incoming applications are routed into a single ATS pipeline regardless of which platform they came from. Applicants receive an immediate confirmation email with a timeline, and any applicant who hasn't received an update in 14 days is flagged for the HR manager, so no candidate is left waiting in silence while the hiring team deliberates.

Tools Required
ATS (e.g., Greenhouse or Lever)Zapier or Make.comLinkedIn and Indeed APIs or job board integrationsGmail or Outlook (automated applicant communications)
Recruiter

Interview Scheduling & Candidate Communication System

Once a candidate advances to the interview stage, this automation sends them a self-scheduling link, confirms the interview time automatically, sends a calendar invite to both the candidate and the hiring manager, and delivers a preparation email with the interview format and who they'll be meeting. Post-interview, the hiring team is prompted to submit their feedback within 24 hours, and the candidate receives a status update before they have to follow up asking, keeping the best candidates engaged and the process moving.

Tools Required
ATS (e.g., Greenhouse or Lever)Calendly (self-scheduling)Zapier or Make.comGmail or OutlookSlack (hiring team feedback reminder)
Onboarding Specialist

New Hire Document Collection & Orientation Workflow

The moment a new hire accepts an offer, they automatically receive a welcome email with a link to complete their I-9, direct deposit form, benefits enrollment, and equipment request, with reminders sent until everything is finished. On their first day, their accounts are pre-provisioned, their manager receives a day-one checklist, and the new hire receives a structured 30-60-90 day onboarding plan dripped over their first three months, so the onboarding experience is consistent regardless of who is managing it.

Tools Required
HRIS (e.g., BambooHR or Rippling)Zapier or Make.comDocuSign or HelloSign (offer and I-9)Google Workspace or Microsoft 365 (account provisioning)Slack (new hire welcome + team announcements)
Payroll Manager

Timesheet Collection & Exception Alert System

A weekly reminder goes to every hourly employee on Monday morning to submit their timesheet, and a follow-up goes to anyone who hasn't submitted by the Wednesday deadline. The payroll manager receives a consolidated exceptions report (missing timesheets, overtime flags, unusual punch patterns) rather than having to audit every submission manually. Payroll processes on time every cycle because the data collection process is automated rather than dependent on employees and managers remembering on their own.

Tools Required
Time-tracking software (e.g., Deputy or TSheets)Zapier or Make.comPayroll platform (e.g., Gusto or ADP)Slack or email (reminder and exceptions report)
HR Business Partner

Performance Review Cycle Manager

Ninety days before the annual review cycle, this automation sends managers a schedule of their direct reports' review dates with self-evaluation forms pre-attached. Reminders escalate for overdue self-evaluations and manager reviews, and completed reviews are automatically compiled into a calibration-ready format for the HR business partner to use in talent planning sessions. No one misses their window, and the HRBP doesn't spend two weeks chasing down forms from every department head.

Tools Required
HRIS (e.g., BambooHR, Lattice, or 15Five)Zapier or Make.comGoogle Forms or Jotform (self-evaluation)Google Sheets (calibration rollup)Email or Slack (escalating reminders)

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