As the HR industry embraces the future of work, we have the technology to become more efficient. However, many organisations continue to use manual workarounds for processes that could be partially or fully automated. To embrace this transition, CleaHRStrat Consulting Inc. CEO Eric St-Jean explores the capabilities of technology and how you can leverage it for both small and large HR projects.

1. Leveraging Technology to Automate HR
Eric St-Jean Naba Ahmed
With: Moderated by:
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https://www.hrtechcentral.com/webinar-series/transitioning-to-hr-tech/
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4. About Eric St-Jean
Eric St-Jean is an independent consultant with a focus on HR technology, project management and Microsoft Excel
training and automation. He is a certified Project Management Professional, Certified Compensation Professional and
earned an Executive MBA degree. Eric worked in high-tech for 15 years in a variety of software verification roles, and
as a technical support manager. In 2010, he changed careers and transitioned into HR with a focus on HCM systems.
Since then, he has worked with a variety of vendor systems including Ceridian DayForce, SAP SuccessFactors, SAP
HCM, ADP Workforce Now, and Saba (formerly Halogen).
About Naba Ahmed
Naba went to Cal Poly, San Luis Obispo and majored in Journalism and minored in Integrated Marketing
Communications. After working as Editor-in-Chief at the campus newspaper, she became interested in developing
content across multiple platforms, and now works as a Content Marketing Specialist at Aggregage, providing some of the
most interesting thought-leaders across a wide variety of industries with a space to celebrate the diversity, depth, and
experience of their professional cultures, personalities, and passions.

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Automating HR Processes
• What does it mean to “automate processes”?
• What it doesn’t mean
• Automation ~ Big and Small
Leveraging Technology to Automate HR

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Why Automate?
• There are many advantages:
• Eliminate or reduce the need to rekey data
• Have cleaner data
• Leverage your investments in technology
• Free up time to do more important tasks
• Leverage data in other processes
• Reduce paper and storage needs
• Have actions performed much quicker with software
Leveraging Technology to Automate HR

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Overview
Leveraging Technology to Automate HR
Develop Process
Maps
Identify Gaps
Document
Requirements
Identify
Constraints
Identify Solutions
Implement
Solutions

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Develop Process Maps
• Develop process maps using your current processes
• Include all steps in the process
• Highlight the applications used at each point
• Incorporate input from others
• Share your draft process maps with key stakeholders
Leveraging Technology to Automate HR

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Identify Process Gaps
• Identify and elaborate on areas where:
• Rekeying is required
• Data is tracked outside of your system(s) (i.e. in
spreadsheets)
• Information changes hands multiple times
• Manual work is required
• Processes don’t add value
• Processes are error prone
• Data is not secure (i.e. emailing unprotected files)
Leveraging Technology to Automate HR

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Identify Reporting Gaps
• Document your reporting challenges:
• Inability to report on some of your data
• Difficulty incorporating data from multiple systems
• Out of date data
• Dependence on others for data
• Technology challenges
Leveraging Technology to Automate HR

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Document Your Requirements
• Create a document of all your requirements
• Ensure all the inefficient and/or ineffective steps are included
• List options to address each issue, such as:
• Automation
• Training
• Eliminating or combining steps
• Group related requirements together (i.e. Recruiting)
• Get input and feedback from key stakeholders
Leveraging Technology to Automate HR

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Identify Constraints
• Before embarking on a big project to automate everything,
understand the constraints you are working within, such as:
• Budget
• Resources
• Skillsets
• Time
• Competing Projects
• Support from Leadership
Leveraging Technology to Automate HR

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Additional Considerations
• Size of HR team
• Current HR system(s):
• None
• Large ERP systems
• Cloud-based
• Age of existing software
• Personality types
• Size of the organization
• Union/Non-union
• Translation requirements
Leveraging Technology to Automate HR

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Identify Solutions
• There are three main areas to consider when looking for
solutions:
• Current HR Systems
• New HR Systems
• Non-HR System Solutions
Leveraging Technology to Automate HR

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Identify Solutions ~ Current HR Systems
• Review documentation, user groups and the Help system
• Can the vendor recommend options?
• 4 options to consider when implementing a new feature:
• Can you modify a feature you’ve already implemented?
• Can you install a complimentary feature to one you are
using?
• Can you implement a new feature available in your HR
system?
Leveraging Technology to Automate HR

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Identify Solutions ~ New HR Systems
• This is a big project in terms of budget, resources and time
• Project may require multiple phases
• Consider all your needs HR systems needs
• Get buy-in, funding and resources
• Establish an implementation team
• Involve IT
• Develop a communication plan
Leveraging Technology to Automate HR

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Identify Solutions ~ Non-HR System Solutions
• Consider leveraging non-HR systems
• Automate spreadsheet tasks with macros
• Identify and use plug-ins for existing applications
• Leverage your external network, IT, and research alternatives
Leveraging Technology to Automate HR

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Examples ~ Non-HR System Solutions
• Use a spell-checker plug-in to insert a sentence you write
regularly
• Use your document management solution to automate forms
• Install a Word plug-in to generate a PDF and email it
• Use Excel macros to create a directory structure in seconds
• Use a software testing tool to automate a keyboard sequence
Leveraging Technology to Automate HR

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What Processes Should Be Automated?
• Start by reviewing your prioritized requirements
• Consider what is feasible given your constraints
• What would give you the best return on your investment?
• What can do now to get started?
Leveraging Technology to Automate HR

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Final Thoughts
• Start by automating small tasks that will get you a quick win
• Seek out forward-thinking people (internal and external)
• Automating tasks doesn’t always have to be expensive
• Measure your savings and share your results
• This is a journey
Leveraging Technology to Automate HR

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Q&A
https://www.hrtechcentral.com/webinar-series/transitioning-to-hr-tech/
https://www.recruitingbrief.com/webinar-series/transitioning-to-hr-tech/
https://www.humanresourcestoday.com/webinar-series/transitioning-to-hr-tech
Naba Ahmed
With: Moderated by:
CEO/HR Tech Consultant, CleaHRStrat Consulting
LinkedIn page: in/ericstjean
Email: eric.st-jean@cleahrstrat.ca
Website: http://www.cleahrstrat.ca/
Eric St-Jean
Editor, Human Resources Today & Recruiting Brief
LinkedIn page: /in/naba-ahmed
Twitter ID: @hrposts/ @recruitingbrief/@hrtechcen
Email: naba@aggregage.com
Website: www.aggregage.com