Human Resources Department
Gain Time to Prioritize People, Not Paperwork
Give your HR team back the hours that go to paperwork. AI agents and automation take on the document handling, routing, and record-keeping behind onboarding, policy acknowledgment, benefits, and compliance, running inside the HRIS you already use. Your team keeps the conversations, the judgment calls, and the decisions about people.
What does agentic AI do in HR? Agents read and classify the documents that move through an employee lifecycle, pull the data out, check it against your HRIS, route what needs a signature or a review to the right person, and flag what is missing or overdue. Every decision about a person stays with a person.
Which HR Processes Can Be Automated?
Onboarding paperwork that has to be chased. Policy acknowledgments tracked across a spreadsheet. Audit prep that means pulling files one at a time. Benefits enrollment reconciled by hand. This is high-volume, rules-based work, and it is where HR loses the most time. Automation takes it on, so your team spends its day on the employee relationships and the exceptions that actually need them.
How Agentic AI and Intelligent Automation Fit Together in HR
Intelligent automation is the foundation we have built for decades, and it still does much of the document and workflow heavy lifting in HR. What is different now is that it runs alongside AI agents rather than alone. That combination is what makes an Agentic Enterprise, where people, agents, automation, data, and your core systems work together across a whole process instead of a single step.
It’s priceless having security in place. I can see where forms are in the process at any time.
“It’s priceless having security in place. I can see where forms are in the process at any time. I know they started in our ECM system and the information will go to the correct folder – while ensuring everything is secure.”
Bonnie Wagner
Senior Corporate Recruiting Manager, Foremost Farms
Why HR Automation
Amplify HR’s Impact Organization-Wide
When the administrative load comes down, HR gets to do the work only HR can do: coaching managers, resolving the cases that do not fit the policy, and building the culture people stay for. Our AI Optimization Team does that build work embedded in yours, prioritizing the use cases, delivering them on one governed foundation, and improving what is in production after go-live. We are measured by the value delivered, not by hours billed.
Enhance Compliance & Reduce Risk
Ensure accurate record-keeping, timely reporting, and adherence to labor laws and regulations with automation, minimizing risk and enhancing overall compliance.
Improve Employee Experience and Satisfaction
Simplify processes such as onboarding, performance management, and benefits administration to create a positive employee experience, leading to higher satisfaction and engagement.
Increase Operational Efficiency
Automate repetitive and time-consuming HR tasks to free up your team for strategic initiatives, enhancing overall productivity and operational efficiency.
Provide Data-Driven Insights for More Informed Decisions
Gain valuable insights through automated analysis of performance data, employee acknowledgments, and compliance tracking, supporting informed decision-making and strategic planning.
Customer Story
Foremost Farms Transforms Employee Lifecycle Management
Learn how Foremost Farms replaced manual employee lifecycle management with automated document access and workflows, tightening security and bringing consistency across departments.
How to Use It
Apply Agentic AI and Automation Across Your HR Department
Agents and automation cover the full range of HR functions, from onboarding and separation to recruiting, performance management, benefits administration, training, and compliance reporting. Automating the document and routing work behind them improves accuracy, reduces error, and gives your team back the time that paperwork was taking.
Capabilities Include
- Employee Onboarding & Separation
- Policies & Procedures
- Recruiting & Selection
- Performance Management
- Training & Development
- Compliance & Reporting
- Benefits Administration
- Integration with Core Systems
- Robotic Process Automation
Employee Onboarding & Separation
Automate workflows to complete employee processes accurately and promptly, enhancing company competence and employee satisfaction.
- Confidently complete processes with automated workflows, performing tasks faster and managing all necessary activities
- Protect sensitive HR documents to minimize risk and ensure data security
- Gain full visibility into the history of actions on employee files for better tracking and accountability
- Provide instructions on benefits for separating employees and deliver final paycheck processing instructions to payroll
Policies & Procedures
Simplify policy and procedure workflows to store vital records electronically, providing secure access and the ability to confirm that employees review and acknowledge required materials.
- Centralize policy documents with easy access for all employees
- Enhance compliance by electronically distributing current policies, program rules, government mandates, and company/industry standards
- Capture and track employee acknowledgments through a single digital interface
- Update documents and automatically track revisions within your organization as well as external regulatory updates
Recruiting & Selection
Automate your applicant tracking system to capture and store applications electronically, providing efficiency and a clear view of the recruitment process.
- Spend more time finding the best candidate instead of sorting through papers in manual processes
- Move applications through intake faster with automated workflows that capture, sort, and route resumes to the right reviewer, so your recruiters spend their time evaluating candidates rather than assembling files
- Ensure dependable compliance and security of applicant information
- Determine where your hiring process has inefficiencies and receive alerts when information is missing in an applicant’s file
Performance Management
Automate performance reviews and feedback processes to ensure timely and consistent evaluations, while gaining insights for employee development.
- Ensure timely and consistent evaluations with automated performance reviews
- Analyze performance data to identify trends and provide insights for employee development
- Keep the review cycle moving with automated reminders, routing, and record-keeping
- Support employee growth and development through data-driven insights
Training & Development
Enhance training programs through online platforms, webinars, and portals, allowing employees to complete training at their own pace. Intelligent automation ensures understanding with exercises and quizzes before moving forward.
- Allow employees to complete training at their own pace through online platforms
- Ensure understanding with automated exercises and quizzes
- Enhance training programs with webinars and portals
- Support continuous learning and development with intelligent automation
Compliance & Reporting
Maintain accurate records and ensure timely reporting to comply with labor laws and regulations. Automation reduces errors and improves overall compliance.
- Keep accurate records with automated processes
- Ensure timely reporting to comply with labor laws and regulations
- Reduce errors and improve compliance with automation
- Enhance overall efficiency in compliance and reporting tasks
Benefits Administration
Boost the efficiency of your benefits enrollment and management processes to ensure your employees receive their benefits promptly and accurately, improving overall satisfaction and trust in HR services.
- Achieve prompt and accurate benefits enrollment and management
- Improve overall employee satisfaction with timely benefits delivery
- Enhance trust in HR services through reliable automation
- Support employee well-being with efficient benefits administration
Integration with Core Systems
Connect your core systems so processes move faster and your people stay in the tools they already work in.
- Surface and deliver critical content in HRIS (PeopleSoft, PeopleFirst, SuccessFactors)
- Allow users to stay in your core systems like Workday, SAP, Oracle, JD Edwards, Microsoft, etc.
- Enable seamless access to critical documents and data in Salesforce
- Centralize content directly within industry-specific systems to drive further insights
Robotic Process Automation
Handle everything from employee onboarding to data management with RPA. Bots take on the repetitive steps, which returns time to your team and keeps records consistent.
- Streamline Recruitment | Sort and filter resumes, schedule interviews, and send out offer letters
- Increase efficiency in time-consuming tasks such as payroll processing and benefits administration
- Improve compliance with accurate recording and storing of employee data, compliance reporting, and tracking changes in labor laws
- Confirm form completion and validate backgrounds
Ready to Get Strategic and Focus on Your People?
Let our experts guide you toward the right solution to improve your processes so you can ensure compliance and regain the time to support your employees.
Customer Stories
Every Success Story Starts With a Vision
Our customers inspire us every day. It’s our privilege to help them achieve their goals and reimagine what’s possible.
Although Cracker Barrel processes approximately 15,000 documents per month, the HR department is no longer inundated with paperwork, and operates with reduced risk.
Before OnBase, HR had an entire imaging department dedicated to scanning paperwork for backup and retention purposes. Although Cracker Barrel processes approximately 15,000 documents per month, the HR department is no longer inundated with paperwork, and operates with reduced risk.
Mary Thompson
Manager, Intranet Services, Cracker Barrel
We would have needed a legion of human data processors to achieve what Naviant did.
“We would have needed a legion of human data processors to achieve what Naviant did, and continues to do, for us. The time savings we enjoy now are invaluable. This is why I keep asking Naviant to do even more.”
Darin Hobbs
University Registrar, Western Governors University
Foremost Farms Transforms Employee Lifecycle Management
Learn how Foremost Farms transformed its employee lifecycle management by implementing intelligent automation, which streamlined document access, automated processes, enhanced security, and improved consistency across various departments.
Joe Stanek
Senior IS Analyst, Foremost Farms
HR Automation FAQs
What is HR automation?
HR automation uses AI agents and workflow software to handle the document and routing work behind onboarding, policy acknowledgment, benefits, and compliance. Agents read and classify employee documents, check data against your HRIS, route what needs a signature or review to the right person, and flag what is missing. Every decision about a person stays with a person.
Which HR processes are worth automating first?
Onboarding paperwork, policy acknowledgment tracking, benefits enrollment reconciliation, and audit preparation. All four are high volume, rules-based, and easy to measure, which makes them good first candidates and good proof for the next round.
Does AI make hiring or performance decisions?
No, and we would steer you away from any vendor that offers that. Automation moves applications and documents through intake so recruiters spend their time evaluating candidates rather than assembling files. Screening, hiring, and performance decisions stay with your people, which also matters for compliance with bias-audit rules in several jurisdictions.
How does this affect employee privacy?
Employee records are among the most sensitive data you hold, so the controls matter as much as the automation. Documents stay in a governed repository with role-based access, every action is logged, and retention rules apply consistently. Ask any vendor who can see what, and how that is enforced rather than just configured.
Will HR automation reduce our HR headcount?
That is not what it is for. It gives back the hours that go to chasing paperwork so your team can spend them on coaching managers, resolving cases that do not fit the policy, and the work that keeps people at your organization.
Does it integrate with our HRIS?
Yes, it is designed to surface content inside the systems your team already works in, including Workday, SAP SuccessFactors, PeopleSoft, and Oracle. Your people should not have to leave the HRIS to find a document.
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