Smarter Week

How to automate it

How to automate “fix data errors and settings in the HR system”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, once a week
40%
of the time can be automated
Some setup
to set up

Fix 1 of 2

Process fixBest fix

Require key fields, take changes through one form, and audit monthly

Most HRIS clean-up comes from free-text edits and missing fields. Required fields, a single change-request form and a monthly exception report prevent most of it.

Typically saves about 30% of the time2 h to set up
  1. 1Make key fields required (manager, cost center, location, job code).
  2. 2Send managers' change requests through one form, not email.
  3. 3Save a monthly report of blanks and mismatches (e.g. manager not active).
  4. 4Fix the root cause behind each repeat error.

Tools: Your HRIS reports and forms

Fix 2 of 2

Software feature

Make the HR system the one source of truth and turn on its integrations

When every change starts in the HRIS and flows to payroll, benefits and the ATS through native integrations, you stop keying the same change three times.

Typically saves about 50% of the time8 h to set up
  1. 1List every system that holds employee data and how data gets there today.
  2. 2Agree that changes start only in the HRIS.
  3. 3Turn on native integrations (ATS to HRIS, HRIS to payroll and benefits) in BambooHR, Rippling, Workday, HiBob or Paylocity.
  4. 4Where none exists, use a Zapier, Make or Workato flow.
  5. 5Run a monthly mismatch report between systems.

Tools: BambooHR · Rippling · Workday · HiBob · Paylocity · Workato, Zapier or Make

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

People ops / HRIS specialist

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for People ops / HRIS specialists