HR Processes: Overview, Digitalisation and Automation

HR processes are the recurring workflows in human resources: recruiting, onboarding, absences and time tracking, development, payroll and personnel data, and offboarding. Digitalisation pays off most for processes that happen often and involve many people, above all onboarding and offboarding. Platforms such as monday.com map these workflows with checklists and automations, while Make or n8n connect them to payroll or HR software. In Switzerland, personnel data may only be processed insofar as it is necessary for the employment relationship (Art. 328b of the Swiss Code of Obligations), and health data is considered sensitive personal data under the FADP.
Posted on
January 9, 2024
Digitalising HR processes - Blinno blog thumbnail

A new employee starts on Monday, but the laptop hasn't been ordered, the email account is missing and nobody has put the induction in the calendar. Mishaps like these rarely come from carelessness. They happen because HR processes run on emails, Excel lists and word of mouth. This article gives you an overview of the key HR processes, shows which ones are worth digitalising first and explains what Swiss companies need to consider in terms of data protection.

What are HR processes?

HR processes are the recurring workflows in human resources, from advertising a job to an employee leaving. They define who handles each step, what information is needed and when something is complete. Along the employee lifecycle, these are the main processes:

  • Recruiting: advertising the job, collecting applications, scheduling interviews, sending offers and rejections
  • Onboarding: organising the contract, accounts, hardware, induction sessions and the first weeks
  • Absences and time tracking: recording and approving holidays, sick leave and working hours
  • Development and performance reviews: planning goals, feedback and training
  • Payroll and personnel data: maintaining personnel files and preparing payroll
  • Offboarding: removing access, collecting equipment, writing the reference
HR management solution in monday.com
Source: monday.com

Which HR processes are worth digitalising first

Digitalising HR doesn't mean changing everything at once. The processes that pay off most are those that happen often, involve many people and currently run on email or paper.

Recruiting

Without a system, applications sit in different inboxes and nobody knows who has already had a reply. With an applications board, every application from the form or job portal lands automatically in the same overview. Every stage, from receipt to offer, is visible, and rejections don't get forgotten.

Onboarding

Onboarding is usually the biggest lever, because HR, IT, managers and the team are all involved. A digital checklist that starts when the contract is signed makes sure everyone gets their tasks in time.

Absences and time tracking

Holiday requests by email, an Excel list for planning, the balance on a separate sheet: this is where mistakes creep in. A digital request form with approval by the line manager and automatic entry in the team calendar saves a lot of back and forth.

Offboarding

When someone leaves, removing their access is often forgotten. That's not just untidy, it's a security risk. An offboarding checklist that automatically involves IT, managers and HR ensures that everything is done by the last working day.

Benefits of digitalising HR

Example: a digital onboarding workflow

This is how onboarding could look with monday.com and Make:

  1. As soon as the contract is signed, HR sets the status on the personnel board to "Offer accepted".
  2. Make automatically creates an onboarding item with a checklist and assigns the tasks: IT orders hardware, the line manager plans the first week, the team prepares the workspace.
  3. A week before the start date, Make sets up the email account in Microsoft 365 or Google Workspace and books the induction sessions in the calendar.
  4. On the first day, a welcome email goes out with the day's schedule and contact people.
  5. After 30 days, the new employee receives a short feedback form, and the answers land back on the board.

HR can see at any time which steps are done and where things are stuck. Our introduction shows how to build a workflow like this in Make:

Optimising HR processes in 5 steps

Before introducing a tool, it's worth looking at the workflow itself. A bad process doesn't get better through digitalisation, only faster.

  1. Document the current state: how does the process run today, who is involved, which documents and tools are used?
  2. Find bottlenecks: where does someone wait for information, where is data entered twice, where do steps get forgotten?
  3. Define the target process: which steps stay, which go, who is responsible for what?
  4. Digitalise and automate: map the target process in a tool and automate recurring steps.
  5. Measure and refine: after a few weeks, check whether the process runs faster and with fewer errors, and adjust as needed.

Involve the people who use the process every day. They know best where things get stuck today and are more likely to accept the new solution if they've had a say.

HR dashboard in monday.com
Source: monday.com

Data protection in HR: what Swiss companies need to know

Personnel data is sensitive. Under the Swiss Code of Obligations (Art. 328b), an employer may only process data about employees insofar as it relates to their suitability for the job or is necessary to carry out the employment relationship. Health data, for example from medical certificates, is also considered sensitive personal data under the Swiss Federal Act on Data Protection (FADP).

For digital HR processes, this means access rights must be clearly defined so that, for example, the whole team can't see payroll data or sick leave. Check where each tool stores its data and sign a data processing agreement. Many platforms, including monday.com, offer data storage in the EU. Time tracking is also subject to the requirements of Swiss employment law.

Which tools suit HR processes

For payroll and personnel files, Swiss SMEs usually use specialised HR or payroll software, often as part of their ERP. These systems are strong on payroll, social security and legal requirements, but less flexible for workflows that involve many people.

This is where a platform like monday.com comes in: recruiting, onboarding, offboarding and performance reviews can be set up as boards with checklists, forms and automations. Make or n8n connect the two, so that, for example, a new employee only needs to be entered once and the data flows automatically into all systems. We show how AI features in monday.com support HR work in a separate article.

Digitalising HR with monday.com
Source: monday.com

Case study: HR automation at a car manufacturer

For a global car manufacturer with more than 150,000 employees, Blinno rolled out n8n across the group. Before the first workflows were built, the foundations were laid: governance, separate development and production environments, naming conventions and an approval process. Then came the HR automations, which internal teams now continue to develop themselves.

Digitalising HR processes with Blinno

Blinno is a monday.com Platinum Partner and Make Gold Partner and also works with n8n. We map your HR workflows, define the target process with you and implement it, including the connection to your payroll or HR software and clearly defined access rights.

Frequently Asked Questions (FAQ)

What are HR processes?

HR processes are the recurring workflows in human resources along the employee lifecycle: recruiting, onboarding, absences and time tracking, development and performance reviews, payroll and personnel data, and offboarding.

Which HR processes should you digitalise first?

The processes that pay off most are those that happen often, involve many people and currently run on email or paper. These are usually onboarding, recruiting, absences and offboarding.

How do you optimise HR processes?

In five steps: document the current state, find bottlenecks, define the target process, digitalise and automate it, then measure and refine. Involve the people who use the process every day.

What do you need to consider for data protection in HR?

In Switzerland, an employer may only process personnel data insofar as it is necessary for the employment relationship (Art. 328b of the Swiss Code of Obligations). Under the FADP, health data is considered sensitive personal data. Access rights, data location and data processing agreements therefore need to be clearly defined.

Can you manage HR processes in monday.com?

Yes. Recruiting, onboarding, offboarding and performance reviews can be set up in monday.com as boards with checklists, forms and automations. For payroll and personnel files, a specialised HR or payroll system usually stays in place and can be connected via Make or n8n.

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Digitalising HR processes

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