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Exploring IA and RPA Use Cases in HR
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When an employee leaves an organization, they take a lot of valuable information with them, and not always on purpose. People tend to carry a lot of “how-to’s” and “best practices” in their heads when they go. Without the proper handoff, that information can be lost – and with it, time for those employees who have to figure it out without any direction. Beyond this, there’s also the risk of data leakages and lost or missing equipment. To prevent this, you should look at transforming this HR process with offboarding automation.
You can automate the entire offboarding procedure for departing employees with intelligent automation (IA), which combines robotic process automation (RPA) with artificial intelligence (AI) and business process management (BPM) to perform the step-by-step tasks within your offboarding workflows. Intelligent automation for HR protects data security by preventing unauthorized access once an employee leaves to reduce the risk of costly non-compliance.
Staff turnover can be a time-consuming and drawn-out process for your HR department. Manual tasks like these can be prone to error, leaving your organization at risk for property loss or data leakages. All offboarding procedures should comply with regulations, protecting you and ensuring fair treatment of your employees. And finally, processes such as exit interviews are key to understanding where the organization can improve. Without automation, offboarding can result in:
When an employee leaves a company, it’s important to set up an employee offboarding checklist so you don’t miss anything. By automating this procedure, you can instruct digital workers to check every item on the list before the employees’ final day or before they transition into a new department or position.
Establishing an employee offboarding procedure is essential. The benefits of back office automation will streamline your processes and save you time, money, resources and reduce any potential risks. SS&C Blue Prism’s intelligent automation platform gives you the highest level of security and data protection when you automate any business processes, including offboarding an employee. Our intelligent automation:
Protect data and equipment
Reduce data loss or theft by building offboarding automation that notifies the relevant person in real-time if there is a breach. This also helps protect your organization’s intellectual property by ensuring propriety information is safely handed over and all accounts and applications are closed on time.
Positive employee relationships
A well-orchestrated employee onboarding and offboarding process offers a positive, equal and consistent experience. It ensures people get the support and fair treatment they deserve, which can also benefit employee morale for those still there.
Reduce legal risks
Ensure all proprietary systems or software are protected by automatically removing offboarded employees’ access. IA ensures offboarding processes adhere to regulations and compliance standards, minimizing the risk of legal issues or penalties.
Streamline admin tasks
Offboarding an employee shouldn’t cause headaches. IA can streamline tasks such as revoking system access and collecting company property. This allows HR staff to focus on strategic work rather than being bogged down by administrative tasks.
Collect data insights
Automated offboarding systems can generate insights into employee turnover patterns and reasons for departure and help identify areas in the offboarding process that require improvement or rework. This can enable your HR to improve employee transitions in the future.
Check all the boxes
IA runs consistently and accurately through each step of your offboarding process. You won’t miss key areas with digital workers checking everything is completed correctly and on time. Run your automation schedule exit interviews, ensure payroll and benefits are up to date and so on.
Intelligent automation serves to improve consistency and streamline processes by reducing manual work. Let’s explore the use cases of IA & RPA in HR, specifically employee offboarding.
Automatically revoke access to company systems, networks and software applications following an employee’s departure. This means that former employees can’t access sensitive information or systems after they leave, reducing the risk of data breaches.
Automate the process of collecting company property from departing employees, such as laptops, mobile devices, access badges and keys. This ensures that all company assets are accounted for and returned promptly.
Automate the distribution of departure notifications to relevant people, including HR, IT, managers and team members. Keep everyone informed about the employee's departure and any handover items so they can take the appropriate actions. You can also facilitate the transfer of knowledge and responsibilities from departing employees to their successors or team members. Automation can help organize and document key information, processes and contacts to ensure a smooth transition.
Streamline the process of conducting exit interviews with departing employees to gather feedback and insights about their experiences within the organization. Automated surveys or interview scheduling tools can facilitate this process and provide valuable feedback for improving employee retention.
Create and manage offboarding checklists that outline the tasks and steps to be completed during the offboarding process. Automation can help track the progress of these tasks and ensure that nothing is overlooked.
Automatically generate offboarding documentation, such as termination letters, exit agreements and compliance forms. This checks that all necessary paperwork is completed accurately and in compliance with company policies and legal requirements.
Automate the process of maintaining connections with former employees through alumni networks or mailing lists. This can include sending updates about company news, events and job opportunities to stay engaged with alumni and potentially rehire them in the future.
Intelligent automation is not only helping improve the colleague experience for us, but it’s also keeping us legal and compliant with legislation in the U.K. For me, these two things demonstrate the power of the technology.”
pePerformance and productivity improvement manager, Central England Co-operative
What took a person a minimum of six weeks to complete during the onboarding process, we got done with SS&C Blue Prism digital workers in just two days. This has increased employee satisfaction and gets new starters working more quickly.”
Head of RPA, Santander
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Exploring IA and RPA Use Cases in HR
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Solving HR Onboarding Challenges with Desktop Automation
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