People Operations Workflow Automation
Turn a repetitive people-service request into a clear workflow with ownership, approvals and a reliable handover when automation cannot help.
What participants can do afterwards
- Draw the current service workflow
- Build an automation specification
- Produce an exception-tested workflow checklist
Modules
3 modules, 6 facilitated hours.
1.Find the friction
2 hrsMap a fictional HR request from intake to resolution and identify duplicate handling.
- Draw the current service workflow
2.Design the automated steps
2 hrsSpecify triggers, validation, routing and human approval without exposing personal records.
- Build an automation specification
3.Test the exceptions
2 hrsWalk through missing information, duplicate requests and failed handovers.
- Produce an exception-tested workflow checklist
How it is delivered
A facilitator runs the course live, in person or live online. Attendance is taken per session, participants submit work against the modules above, and a facilitator grades it. Those records stay with the organisation and can be exported.
Further reading
HR process automation: a checklist for reliable people services is the public briefing that sits next to this course.