{"id":104953,"date":"2023-05-30T12:22:49","date_gmt":"2023-05-30T10:22:49","guid":{"rendered":"https:\/\/factorialhr.com\/blog\/?p=104953"},"modified":"2026-03-30T15:41:07","modified_gmt":"2026-03-30T13:41:07","slug":"hr-task-automation","status":"publish","type":"post","link":"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/","title":{"rendered":"HR Task Automation: 9 Human Resource Tasks You Could (And Should) Be Automating"},"content":{"rendered":"<p data-pm-slice=\"1 1 []\">Automation tools play a huge role in our everyday lives. We rely on task automation every time we use our smartphones to operate the lights in our home, whenever we order food online &#8211; the list goes on.<\/p>\n<p>When it comes to the workplace, we\u2019re equally dependent on task automation software. Many companies &#8211; particularly large-scale corporations &#8211; use task automation tools to assist with a whole manner of business processes.<\/p>\n<p>Thanks to improved tools, automating tasks in the workplace is becoming much easier. <strong>There are a ton of repetitive tasks and complex tasks that could (and should) be automated. <\/strong>Without the help of an automation tool, we run the risk of unneeded stress, compliance issues and data loss.<\/p>\n<p>This is <strong>especially true of the HR function; in fact, <\/strong><a href=\"http:\/\/Forbes.com\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Forbes<\/strong><\/a><strong> reported that \u201cmost HR processes can now be automated.\u201d<\/strong> Effective automation is the future of HR departments, so if your business is still struggling to juggle mountains of paperwork and tedious manual tasks, it\u2019s time to look into the best task automation software.<\/p>\n<div class=\"factorial-banner inline-banner banner-demo category-time-management\"\n    data-banner-id=\"171825\"\n    data-banner-type=\"demo\"\n    data-category=\"Time Management\">\n    <div class=\"banner-content\">\n        <div class=\"banner-text\">\n                            <h4>Streamline Your Hiring with Factorial AI<\/h4>\n            \n                            <ul class=\"banner-checklist\">\n                                                                        <li class=\"not-prose\">Quickly review and shortlist the best candidates with AI<\/li>\n                                                                                                <li class=\"not-prose\">Keep all applicant communication in one central hub<\/li>\n                                                                                                <li class=\"not-prose\">Shape your recruitment funnel to match your hiring process<\/li>\n                                                            <\/ul>\n            \n                            <a href=\"https:\/\/factorialhr.co.uk\/request-demo\"\n                    class=\"factorial-cta-button not-prose demo btn-brand\" data-cta=\"demo\" data-cta-position=\"inline-banner\">\n                    Get a demo                <\/a>\n                    <\/div>\n\n        <div class=\"banner-image has-image\">\n            <img decoding=\"async\" src=\"https:\/\/factorialhr.com\/wp-content\/uploads\/2025\/10\/28103031\/AI-ATS-Recruitment-Banner-1.png\" class=\"not-prose\" \/>\n        <\/div>\n    <\/div>\n<\/div>\n<p>In this article, we&#8217;ll cover<\/p>\n<div class=\"js-toc toc\">\n<p class=\"js-toc-title toc__title\">Table of Contents<\/p>\n<nav id=\"fac_toc_nav\" class=\"js-toc-nav toc__nav\" aria-label=\"Table of Contents\"><ol class=\"toc__list toc__list--level-1\"><li class=\"toc-heading-level-2\"><a class=\"toc__link toc-link-heading-1\" href=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/#1-update-benefits-selections\" title=\"1. Update Benefits Selections\" data-target-id=\"1-update-benefits-selections\">1. Update Benefits Selections<\/a><\/li><li class=\"toc-heading-level-2\"><a class=\"toc__link toc-link-heading-2\" href=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/#2-process-pto-(paid-time-off)-requests\" title=\"2. Process PTO (Paid Time Off) Requests\" data-target-id=\"2-process-pto-(paid-time-off)-requests\">2. Process PTO (Paid Time Off) Requests<\/a><\/li><li class=\"toc-heading-level-2\"><a class=\"toc__link toc-link-heading-3\" href=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/#3-update-employee-information-across-all-systems,-once\" title=\"3. Update Employee Information Across All Systems, Once\" data-target-id=\"3-update-employee-information-across-all-systems,-once\">3. Update Employee Information Across All Systems, Once<\/a><\/li><li class=\"toc-heading-level-2\"><a class=\"toc__link toc-link-heading-4\" href=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/#4-send-reminders-for-employee-reviews\" title=\"4. Send Reminders for Employee Reviews\" data-target-id=\"4-send-reminders-for-employee-reviews\">4. Send Reminders for Employee Reviews<\/a><\/li><li class=\"toc-heading-level-2\"><a class=\"toc__link toc-link-heading-5\" href=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/#5-organise-new-hire-paperwork\" title=\"5. Organise New Hire Paperwork\" data-target-id=\"5-organise-new-hire-paperwork\">5. Organise New Hire Paperwork<\/a><\/li><li class=\"toc-heading-level-2\"><a class=\"toc__link toc-link-heading-6\" href=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/#6-compliance\" title=\"6. Compliance\" data-target-id=\"6-compliance\">6. Compliance<\/a><\/li><li class=\"toc-heading-level-2\"><a class=\"toc__link toc-link-heading-7\" href=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/#7-be-audit-ready\" title=\"7. Be Audit-Ready\" data-target-id=\"7-be-audit-ready\">7. Be Audit-Ready<\/a><\/li><li class=\"toc-heading-level-2\"><a class=\"toc__link toc-link-heading-8\" href=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/#8-secure-sensitive-data-and-documentation\" title=\"8. Secure Sensitive Data and Documentation\" data-target-id=\"8-secure-sensitive-data-and-documentation\">8. Secure Sensitive Data and Documentation<\/a><\/li><li class=\"toc-heading-level-2\"><a class=\"toc__link toc-link-heading-9\" href=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/#9-automate-and-standardise-the-hiring-process\" title=\"9. Automate and Standardise the Hiring Process\" data-target-id=\"9-automate-and-standardise-the-hiring-process\">9. Automate and Standardise the Hiring Process<\/a><\/li><\/ol><\/nav><\/div>\n<h2><strong>1. Update Benefits Selections<\/strong><\/h2>\n<p>Those who have worked in an <strong>HR department will know all too well the pain of Open Enrolment.<\/strong> During this time, each business employee must take the time to analyse their benefits and make desired adjustments accordingly. There\u2019s no sugar-coating it &#8211; open enrolment is fairly chaotic.<\/p>\n<p>HR professionals also need to manage the data entry and paperwork required to implement those changes. <strong>Not only are these incredibly mundane tasks, but they also come with a high risk of human error. <\/strong>Luckily, a good task automation tool will minimise this risk whilst saving your time. Automation technology <strong>enables employees to make their own selections via a self-service portal, <\/strong>allowing HR departments to focus on other everyday tasks.<\/p>\n<p>Process automation is entirely electronic, meaning there&#8217;s no need to input data in any other systems.<\/p>\n<h2><strong>2. Process <\/strong><a href=\"https:\/\/factorialhr.co.uk\/blog\/pto-paid-time-off\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>PTO<\/strong><\/a><strong> (Paid Time Off) Requests<\/strong><\/h2>\n<p>Submitting and approving paid time off requests via Outlook can be an incredibly time-consuming task. <strong>For a smoother and more reliable request process, turn your attention to automated workflows.<\/strong><\/p>\n<p>With task automation in place, employees can complete a simple form requesting time off. This automated workflow allows employees to book paid time off themselves and then directs their request to the relevant team leader or manager to either approve or reject in seconds.<\/p>\n<h2><strong>3. Update Employee Information Across All Systems, <em>Once<\/em><\/strong><\/h2>\n<p>One of the best ways to enhance the productivity of your HR department is to automate repetitive tasks. Be it a change of address, name change or contact number amendment, this form of update can be <strong>requested via a self-service employee portal. <\/strong>This information can then be transported to any other systems you choose to connect with the portal, meaning the information only needs to be input once.<\/p>\n<h2><strong>4. Send Reminders for Employee Reviews<\/strong><\/h2>\n<p>Employee reviews are one of the most time-consuming (but important) administrative tasks, but they can easily get forgotten about amid more pressing tasks. <strong>HR task automation is there to remind you of those important dates<\/strong>, with the option to snooze and postpone reviews when necessary.<\/p>\n<p>The task management programme will continually remind you that the task is pending, ensuring that it never slips under the radar.<\/p>\n<p>Automation platforms can provide you with the<strong> analytics needed to accurately assess the performance of your team.<\/strong> You can analyse the volume of work that is being completed and how long each task takes. This analytics can help determine changes in performance, which can then be used to set goals.<\/p>\n<div class=\"factorial-banner inline-banner banner-demo category-time-management\"\n    data-banner-id=\"177024\"\n    data-banner-type=\"demo\"\n    data-category=\"Time Management\">\n    <div class=\"banner-content\">\n        <div class=\"banner-text\">\n                            <h4>Unlock your team&#039;s full potential with modern feedback tools<\/h4>\n            \n                            <ul class=\"banner-checklist\">\n                                                                        <li class=\"not-prose\">Align individual goals with company objectives for strategic growth<\/li>\n                                                                                                <li class=\"not-prose\">Collect 360\u00b0 feedback from peers, managers and direct reports<\/li>\n                                                                                                <li class=\"not-prose\">Generate insights to discover team strengths, skill gaps and training needs<\/li>\n                                                            <\/ul>\n            \n                            <a href=\"https:\/\/factorialhr.co.uk\/request-demo\"\n                    class=\"factorial-cta-button not-prose demo btn-brand\" data-cta=\"demo\" data-cta-position=\"inline-banner\">\n                    Get a demo                <\/a>\n                    <\/div>\n\n        <div class=\"banner-image no-image\">\n            <img decoding=\"async\" src=\"https:\/\/factorialhr.co.uk\/blog\/app\/plugins\/factorial-utilities\/assets\/images\/banners\/inline\/backgrounds\/default_image.svg\" class=\"not-prose\" \/>\n        <\/div>\n    <\/div>\n<\/div>\n<h2><strong>5. Organise New Hire Paperwork<\/strong><\/h2>\n<p>New hire packets look different at every organisation, but if yours still features a huge binder stuffed with forms, it <em>may<\/em> be time to reassess things. The <a href=\"https:\/\/factorialhr.co.uk\/blog\/time-management-productivity\/\" target=\"_blank\" rel=\"noopener noreferrer\">time<\/a> and money spent on onboarding has an enormous knock-on effect, particularly for those in industries with a high turnover rate.<\/p>\n<p>Fortunately, automated HR onboarding can reduce time spent on hiring processes drastically. With an automated process in place, <strong>HR managers can effectively minimise onboarding time, all whilst establishing a consistent new hire onboarding experience.<\/strong><\/p>\n<p>Benefits packages can be made readily available, removing the need to print a stack of documents. Best of all, each and every part of the process is signed off by the individual in charge of completing it, meaning there\u2019s no risk of anything falling through the cracks.<\/p>\n<h2><strong>6. Compliance<\/strong><\/h2>\n<p>There are now <strong>strict requirements surrounding I-9s and other HR-related documents,<\/strong> and so it\u2019s never been more important to have a reliable HR management software system in place to effectively organise files.<\/p>\n<p>You can actually set up your automated onboarding workflow that requires various document uploads before progressing to the next step. As a result, if an I-9 hasn\u2019t been inputted into the system, a notification will flag this, <strong>prompting you to submit the missing file.<\/strong><\/p>\n<h2><strong>7. Be Audit-Ready<\/strong><\/h2>\n<p>There\u2019s a common misconception that audits are a threat solely to accountants, but they loom over the heads of HR experts, too.<\/p>\n<p>With the right HR document management software in place, you can<strong> rest assured that all your documents are in one place, ready to hand over to auditors.<\/strong> Using just one targeted search, you can recall all the necessary documents without wasting resources or worrying about incomplete records.<\/p>\n<p><span style=\"color: #ff6600;\"><img decoding=\"async\" class=\" wp-image-104959 aligncenter\" src=\"https:\/\/factorialhr.co.uk\/wp-content\/uploads\/2023\/05\/30122140\/pexels-yan-krukau-8837791_11zon.jpg\" alt=\"how to make hr audits easier using task automation\" width=\"1094\" height=\"729\" srcset=\"https:\/\/factorialhr.co.uk\/wp-content\/uploads\/2023\/05\/30122140\/pexels-yan-krukau-8837791_11zon.jpg 2490w, https:\/\/factorialhr.co.uk\/wp-content\/uploads\/2023\/05\/30122140\/pexels-yan-krukau-8837791_11zon-300x200.jpg 300w, https:\/\/factorialhr.co.uk\/wp-content\/uploads\/2023\/05\/30122140\/pexels-yan-krukau-8837791_11zon-1024x683.jpg 1024w, https:\/\/factorialhr.co.uk\/wp-content\/uploads\/2023\/05\/30122140\/pexels-yan-krukau-8837791_11zon-768x512.jpg 768w, https:\/\/factorialhr.co.uk\/wp-content\/uploads\/2023\/05\/30122140\/pexels-yan-krukau-8837791_11zon-1536x1024.jpg 1536w, https:\/\/factorialhr.co.uk\/wp-content\/uploads\/2023\/05\/30122140\/pexels-yan-krukau-8837791_11zon-2048x1365.jpg 2048w\" sizes=\"(max-width: 1094px) 100vw, 1094px\" \/><\/span><\/p>\n<h2><strong>8. Secure Sensitive Data and <\/strong><a href=\"https:\/\/factorialhr.co.uk\/document-management\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Documentation<\/strong><\/a><\/h2>\n<p>HR managers handle plenty of sensitive documents, including medical records, pay records and social security numbers. Employees entrust HR professionals with their sensitive information, and it\u2019s essential that this data is handled responsibly.<\/p>\n<p>HR document management software enables you to manage who can see each document type, as well as giving you the option to redact any information that needs to be kept completely private. <strong>Having these security procedures in place will provide complete peace of mind that your HR department is HIPAA compliant<\/strong>.<\/p>\n<h2><strong>9. Automate and Standardise the Hiring Process<\/strong><\/h2>\n<p>Hiring managers will know all too well how taxing the hiring process can be. Sharing the job on internal staff portals and external job sites is the easy part. Following that comes the task of sifting through CV\u2019s, passing resumes on for a second review, scheduling interviews &#8211; the list goes on.<\/p>\n<p>These are just a few of the reasons that it&#8217;s <strong>worth investing in HR task automation software as part of your onboarding process, such as an <\/strong><a href=\"https:\/\/factorialhr.co.uk\/blog\/applicant-tracking-system-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Applicant Tracking System.<\/strong><\/a> Those mundane, tedious tasks are taken care of for you, leaving you with more time to focus on strategic decision-making. An <a href=\"https:\/\/factorialhr.co.uk\/applicant-tracking-system\" target=\"_blank\" rel=\"noopener noreferrer\">ATS<\/a> automates the hiring process from start to finish and personalises each step to boost your employer brand and attract top talent.<\/p>\n<p><span style=\"font-weight: 400;\"><div class=\"factorial-banner inline-banner banner-demo category-time-management\"\n    data-banner-id=\"167129\"\n    data-banner-type=\"demo\"\n    data-category=\"Time Management\">\n    <div class=\"banner-content\">\n        <div class=\"banner-text\">\n                            <h4>Want see more of Factorial?<\/h4>\n            \n                            <ul class=\"banner-checklist\">\n                                                                        <li class=\"not-prose\">Automate your workflows<\/li>\n                                                                                                <li class=\"not-prose\">Save time &amp; effort<\/li>\n                                                                                                <li class=\"not-prose\">Centralise HR &amp; finance with one platform<\/li>\n                                                            <\/ul>\n            \n                            <a href=\"https:\/\/factorialhr.co.uk\/request-demo\"\n                    class=\"factorial-cta-button not-prose demo btn-brand\" data-cta=\"demo\" data-cta-position=\"inline-banner\">\n                    Get a demo                <\/a>\n                    <\/div>\n\n        <div class=\"banner-image has-image\">\n            <img decoding=\"async\" src=\"https:\/\/factorialhr.com\/wp-content\/uploads\/2025\/09\/01114707\/Discover-banner-factorial-laptop.png\" class=\"not-prose\" \/>\n        <\/div>\n    <\/div>\n<\/div><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Automation tools play a huge role in our everyday lives. We rely on task automation every time we use our smartphones to operate the lights in our home, whenever we order food online &#8211; the list goes on. When it comes to the workplace, we\u2019re equally dependent on task automation software. Many companies &#8211; particularly<a href=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/\" class=\"read-more\"> [&#8230;]<\/a><\/p>\n","protected":false},"author":191,"featured_media":104957,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[336],"tags":[],"class_list":["post-104953","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-time-management"],"acf":{"topics":"time-management"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.5 (Yoast SEO v21.9.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>HR Task Automation: 9 Human Resource Tasks You Could (And Should) Be Automating | Factorial<\/title>\n<meta name=\"description\" content=\"Learn how to implement task automation tools to increase productivity and alleviate the pressure of administrative tasks.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"HR Task Automation: 9 Human Resource Tasks You Could (And Should) Be Automating\" \/>\n<meta property=\"og:description\" content=\"Learn how to implement task automation tools to increase productivity and alleviate the pressure of administrative tasks.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/factorialhr.co.uk\/blog\/hr-task-automation\/\" \/>\n<meta property=\"og:site_name\" content=\"Factorial\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/people\/Factorial\/100064908455810\/\" \/>\n<meta property=\"article:published_time\" content=\"2023-05-30T10:22:49+00:00\" \/>\n<meta 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