Boost Efficiency with Human Resources Automation in SharePoint
Human resources departments handle a variety of complex, repetitive tasks—from onboarding new hires to managing expense reimbursements and paid time off requests. Manually managing these processes can result in delays, errors, and administrative burnout.
Enter Human Resources Automation with SharePoint.
Microsoft SharePoint offers powerful workflow tools that can streamline and automate many HR functions, saving time, reducing errors, and improving visibility across departments. Here are three real-world scenarios where SharePoint workflows can help revolutionize your HR operations:
Scenario 1: Employee Expense Reimbursement
The Challenge:
Ashley from Marketing submits her business travel expenses via email. Unfortunately, the manual approval process often results in weeks of delay.
The Solution:
With SharePoint workflows, you can automate the entire expense reimbursement process. Customize a form that includes:
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Itemized costs
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Purchase dates
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Receipt uploads
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Expense categories
The form is routed to the appropriate supervisor for review. Approval or rejection can happen in just a few clicks. Employees can also track the status of each submission in real-time, improving transparency and reducing back-and-forth inquiries.
Scenario 2: Paid Time Off (PTO) Requests
The Challenge:
Jim, the HR generalist, still uses paper forms to manage PTO requests, which makes tracking requests and approvals inefficient and prone to misplacement.
The Solution:
A SharePoint-based PTO workflow digitizes and streamlines this process. Key features include:
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A digital request form that employees can access from anywhere
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Real-time status tracking for each request
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A shared PTO calendar for team and manager visibility
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Automated approval routing to supervisors
This level of human resources automation helps eliminate confusion, improve scheduling, and ensure records are up-to-date.
Scenario 3: New Employee Onboarding
The Challenge:
Scott in HR is onboarding 10 new hires this week. Managing and tracking each task manually makes it hard to stay organized.
The Solution:
Using SharePoint workflows, you can build a structured onboarding process with tasks assigned to different team members. Each task can trigger the next step automatically once completed. You can even choose whether tasks are visible to internal staff only or shared with new hires.
Sample onboarding tasks might include:
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Assign an office key
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Order and configure equipment
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Schedule department meetings
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Complete compliance and culture training
By automating onboarding, HR ensures a consistent experience for each employee while reducing administrative workload.
Ready to Automate Your HR Department?
Human Resources Automation through SharePoint helps HR teams move from paper-based chaos to streamlined, digital efficiency. Whether it’s managing expenses, PTO, or onboarding, SharePoint workflows can transform how your HR team operates.
Need help designing and implementing these workflows? Our team of SharePoint experts can help you build the HR automation framework your business needs.
Contact us today to schedule a consultation and take the first step toward modernizing your human resources processes.
Like this article? Check out the following blogs to learn more:
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