HR Process Automation: The 6 Key Elements for Success

Written by: Troy Catlett, Senior Consultant at Hula Partners

Troy Catlett

Originally posted on 2/23/2016


Ever wonder why some HR departments are more efficient than others? I bet you think, “How do they get everything done so quickly and how do they get managers and employees to participate?” Chances are these HR departments are aided by efficient process automation self service solutions. Solutions that are actually used, instead of ignored leaving HR to do all the work, are often the difference in a high performing HR Service Delivery model. In this blog, we will share with you 6 key elements for achieving success with any process automation solution.


1. Optimizing the Integration of Position Management and Core HR Administration

Mana 3Position Management is a fundamental building block on an integrated human resource management system. Often, transactions are completed in multiple independent steps and integration between positions and employees is left to the subjectivity of end users. By enabling your process automation solution to seamlessly maintain this integration, you remove all of subjectivity from your position management use cases and ambiguity for managers and HR business partners. You allow technology to handle all of the business processes requirements, rules, and guidelines creating a sense of consistency and harmony. Essentially, it takes a great deal of the guess work out of all of those complex HR business processes and you are able to focus on what needs to be done rather than focusing on how to get it done.

2. An Intuitive Launch Point

In reality, managers do not interact with the HR business processes on a daily basis. Providing an intuitive launch point is essential for user experience and adoption. A “launchpad” must be easy to navigate and provide organizational structure visualization with information that is useful and easy to consume. Having an intuitive launchpad is a time saver for HR allowing managers to quickly determine possible actions and initiate the appropriate request. If users know where to go and what to do without additional support, you can drive your employees to take responsibility for all of their HR requests and activities. They will no longer dread common personnel change requests because the process is quick, easy and transparent.

3. Interactive Forms

Interactive forms guide your end users from one step to the next. Design your application to ask relevant questions based on the who the user is, the form selected, and the corresponding business scenario. Based on responses, limit the choices presented to the end user. Using smart dropdown fields, you can guarantee data accuracy and perform real time validation. The user will know immediately if they are on the right track as they progress through each step in the form without worrying about the requirements of the underlying application.

4. Use of Non-Technical Terminology

You shouldn’t expect all of your end users to be system or process experts. By using plain language and terminology that is easily understood, users avoid spending half of their time decoding crazy technical terms in a language that is seemingly foreign to them.

5. Process Transparency

Combining multiple complex processes into a single integrated process is vital to successful process automation. One of the biggest issues with these integrated processes is the lack of visibility Mana 2into the progress of individual requests. Despite automated workflow and notifications, these requests go into what many perceive as a “black hole” because there is no visibility to the status of a request or what step in the process a request currently sits. Not anymore!   By providing your end users and system administrators with the tools to track requests through all stages of the process, your process automation solution provides full workflow visibility and eliminates the dreaded “black hole”.

6. Modern Look and Feel That Works Across Devices

Mana 1User experience is the foundation for all of these elements of success. Without a positive user experience, nothing else works.   Expectations for HR applications are only increasing as end users are surrounded by intuitive applications in their daily lives. To engage your users, you must provide a user friendly modern web experience. In addition, your managers and HR professionals increasingly require access to business applications from any device at any time. This user experience is possible using HTML5 front end components that enable a modern look and feel and render across multiple devices.


All of these 6 elements work together to create the best solution for your users. They will be able to consume and understand the information, save time, and embrace their role in HR business processes.



Cameron, A Schlumberger Company implemented our Process Automation tool, Mana, in to their HRIS landscape in 2015. Winston Olleri, Senior Business Process Lead for Cameron, will be presenting their case study at HR2017 in Orlando, FL March 6-9. Be sure to check it out if you are going to be at the conference!




For more information on how Mana Process Automation can help your HR organization, please contact our team at or 844-GET-HULA.