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CiviHR’s Workflows: Easy, Error free, Time saving!

Written by shailesh@civihr.org - 02 Nov 2018 Category: Feature release

Imagine how often HR Admins find themselves in this situation. You are busy the whole day in meetings, but you keep reminding yourself of one task to be done before you call it a day.

Imagine how often HR Admins find themselves in this situation. You are busy the whole day in meetings, but you keep reminding yourself of one task to be done before you call it a day. You need to make sure that the new employees joining tomorrow have everything set up for them - their email IDs are created, desks are assigned, managers are informed, and documents are verified, among other things. Sure, you have an onboarding checklist, but it takes some time to set things up for each joinee. And when they join in bulk, typically after recruitment drives, you find yourself spending too much time doing this task. There has to be a better way - something easy, error-free, and time-saving!

CiviHR’s Workflows are the answer you have been looking for. Workflows are essentially a group of steps that constitute a standard task. Workflows can be of much use in joining formalities, as seen above, as well as other common sets of tasks - exiting formalities, promotions and contract changes, re-joining after long leaves, you name it. Workflows have been an integral part of CiviHR. They require a one-time setup and can be repeatedly used to delegate and schedule tasks.

How Do Workflows Help Me?

There are a number of ways in which workflows are advantageous.

Workflows help you be on top of the tasks.

Once a workflow is assigned, its tasks and documents can be easily tracked from your dashboard. You no longer have to worry about gathering information from various sources to track each task separately.

Workflows are error-free.

Without workflow, even if you are following a well-made standardised checklist, some human errors are likely to pop up once in a while. Workflows prevent this unwanted scenario because they are automated and there is no way of missing any steps.

Setting up and using workflows are super-easy.

To set up a workflow, pull up a task or a document, mention its due date, make an assignee, and you are done. To use a workflow, assign the workflow to the appropriate staff, and all tasks, along with their details, due date, assignee etc, are lined up in one click.

Workflows come with the useful feature of default assignees.

Let’s take the care of the joining workflow again. For a new joinee, one of the joining workflow tasks is for the Line Manager to assign a desk before the new joinee shows up. If you have 10 new joinees from different teams to take care of, you don’t have to look up 10 different Line Managers and assign them tasks individually. The workflow can be configured such that desk assignment task gets default-assigned to each new joinee’s Line Manager. You don’t have to worry about who those managers are. Now that is a real time-saver!

In conclusion, workflows take away the complexity of managing, assigning, tracking regular tasks. It is a nifty tool that can make a huge difference to you, by saving time, taking off pressure, and ensuring no mistakes. It is worth trying and you can quickly sign up for CiviHR’s six-month free trial here!

About CiviHR

CiviHR is a project to create affordable HR software for non-profit organisations. By developing open source technology the benefits can be shared with non-profits everywhere.

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CiviHR is a project to create affordable HR software for non-profit organisations. By developing open source technology the benefits can be shared with non-profits everywhere. 

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