A person in a blue sweater is sitting at a desk. On the desk is an open laptop and a sign that says HR Lead. The person has a cup of coffee in one hand and a folder in the other hand. The folder is being given to them by a small, red robot labeled with a sign saying AI.

How Can an HR Team Leverage AI?

Automation is revolutionizing Human Resources processes

August 30, 2023

Human resource professionals are consistently facing new challenges in today’s dynamic work environment. From attracting and retaining top talent to ensuring compliance with ever-changing regulations, the demands on HR teams are constantly increasing.

Automation is a tool gaining popularity for meeting these demands, as well as for many other aspects of HR operations.

What is HR Automation?

HR Automation involves standardizing and optimizing HR workflows to make them faster and increase their accuracy and consistency.

Swit Automation can help Human Resources departments automate time-consuming processes, provide a smoother onboarding experience, and easily track data. You can create automation rules that interact with Swit’s channels, projects, plug-ins, and outside integrations to better organize complex work for yourself or within teams.

Automation provides HR professionals with more time to develop creative solutions, plan for essential initiatives, and build strong employee relationships.

We’ve outlined some of the key benefits of automation and how we use Swit to streamline our own processes.

How Can Swit Automation Help with HR?

Save Time

With automation, you’re able to avoid doubling data entry and eliminate the need for redundant manual work.

Swit Automation can streamline the administrative tasks associated with onboarding, such as:

  • Scheduling meetings and trainings
  • Sending welcome emails
  • Adding new hires to the appropriate channels and projects

Automating the employee onboarding experience can also help reduce turnover. Studies have shown that employees who go through a well-run onboarding program are more likely to stay with a company for the long haul.

Onboarding a new employee

Trigger: New member in organization

Condition: If the new member is in [team]

Action 1: Invite member to [workspaces] / [channels] / [projects]

Action 2: Create [welcome message] in [channel]

Action 3: Create an onboarding task card in [project] with the new member and team leaders as [assignees], add [start date]

Action 4: Schedule ‘OJT’ period in Calendar

Action 5: Send a new welcome letter from the CEO via email

Note: You can preconfigure the welcome message by including a link in the email to download a specified file.


Reduce Errors

Not only can data entry be time-consuming, it also increases the likelihood of errors. Automated workflows facilitate seamless and accurate handoffs between team members or departments.

When a task is completed in Swit, our automation system can be set to automatically trigger the next step and notify the relevant person, team, or channel responsible for the next action.

This streamlines communication, eliminates delays, and ensures smooth transitions between different stages of a process.

Creating a consistent process ensures that tasks are executed uniformly, reducing errors, improving quality, and enhancing overall productivity. With Swit Automation you’re able to share emails, create trackable task cards, and notify the relevant person all in one click.

Enhance Efficiency and Employee Engagement

Automating HR tasks and processes reduces the time spent on administrative tasks, allowing the HR team to focus on strategic initiatives such as talent acquisition, employee development, and engagement.

Swit Automation can help improve connection between departments, and allow quicker access to vital information.

For example, Human Resources can use Swit Automation to share tasks cards with clear instructions or materials attached and create meetings with any necessary collaborators in just one click. This gives the HR Director more time to spend on projects that require a personal touch, such as generating ideas and solutions to their initiatives, while also giving other HR staff more time to perform and learn higher-level HR tasks.

By leveraging Swit Automation features, HR can:

  • Manage survey distributions
  • Track relevant task cards
  • Leverage the acquired insights to improve employee satisfaction, engagement, and performance

Transparency and Consistency

Automating workflows can enhance transparency and create clear roles within an organization.

With Swit Automation, you can have specific tasks always assigned to individuals or teams. This outlines who is responsible for each step of the process, reduces ambiguity and ensures that everyone understands their roles.

Scheduling a candidate interview

Trigger: File is uploaded to Google Drive

Condition: If [job listing ID number] is in the file name

Action 1: Create task card in [project]

Action 2: Fill in the [content] of the task card to ask for a review of the resume

Action 3: Post a [comment] that requests availability for the first interview

Action 4: Share task card to [channel]

Action 5: Post a [comment] on the channel message to make sure it is seen and ensure transparency in the distribution of roles and responsibilities

Automating repetitive tasks in this way can minimize confusion, avoid duplicate efforts, and promote efficient task allocation.

For a business with more than one location, automated processes create consistent HR practices and procedures throughout the company. As HR professionals continue to navigate the challenges presented by a dynamic work environment, Swit Automation is a game-changer in transforming HR operations.

By leveraging Swit's powerful automation capabilities, HR departments can enhance employee onboarding experiences, improve performance management, and facilitate seamless communication, all leading to a more efficient and people-focused HR approach.

We empower HR teams to focus on strategic initiatives, harness data-driven insights, and ultimately create a thriving and engaged workforce, poised for continued success in this ever-evolving business landscape.

Contact us to schedule a customized demonstration of how Swit Automation can help your whole organization streamline processes.


Kate Campos, People Manager

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