Human resources / 23 workflow briefs

AI use cases for HR operations

Keep the paperwork, policy questions and coordination moving around your people team. These workflows organise evidence and prepare work while hiring, performance and employee decisions stay with accountable people.

Workflow possibilities for a diagnostic. Scope, feasibility and approvals are agreed for your systems before a build begins.

A practical first step

Bring one real example.

Start with a current policy, an anonymised request and the HR team’s review checklist. Define access by role, retention rules and the point where a personal case must reach a person.

Workflows to scope with your team

01Link to this workflow

Recruitment coordination

The workflow
Collect applications, track missing documents and arrange interview slots while keeping the recruiting team informed of outstanding steps.
Human approval
Recruiters retain candidate assessment and hiring decisions.
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02Link to this workflow

Performance review preparation

The workflow
Assemble agreed objectives, employee submissions and manager feedback into a referenced review pack for the appraisal conversation.
Human approval
The manager reviews evidence and makes the assessment.
Discuss this workflow
03Link to this workflow

Role description drafting

The workflow
Turn a hiring manager's responsibilities, required skills and working arrangements into a clear draft job description.
Human approval
HR and the hiring manager approve requirements and publication.
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04Link to this workflow

Application evidence checks

The workflow
Organise candidate-provided qualifications against explicit role requirements and flag missing evidence for the recruiter.
Human approval
A recruiter assesses suitability; no automatic ranking or rejection.
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05Link to this workflow

Employee survey coordination

The workflow
Prepare an approved staff survey, track participation without exposing individual answers and summarise aggregate themes.
Human approval
HR approves questions, reporting thresholds and follow-up actions.
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06Link to this workflow

Employee onboarding coordination

The workflow
Turn a confirmed start date into paperwork requests, equipment tasks and induction reminders with a named owner for each.
Human approval
HR approves personal-data handling and managers authorise access.
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07Link to this workflow

Employee helpdesk routing

The workflow
Match employee questions to current HR policy, draft a referenced answer and route personal or ambiguous cases to HR.
Human approval
HR handles sensitive cases and approves policy interpretations.
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08Link to this workflow

Workplace training practice

The workflow
Build learning exercises from approved training materials, record completion and surface topics that need a trainer's attention.
Human approval
Trainers validate exercises and make competence assessments.
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09Link to this workflow

Compensation research packs

The workflow
Compare approved market salary sources with role definitions and reporting periods to prepare a compensation reference pack.
Human approval
HR validates comparability and decides compensation policy.
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10Link to this workflow

Employee learning plans

The workflow
Match employee-selected learning goals with approved course material and prepare a proposed training plan.
Human approval
The employee and manager agree the plan and assessment approach.
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11Link to this workflow

Employment offer preparation

The workflow
Populate an approved offer template with authorised role and compensation details, flagging missing terms.
Human approval
HR approves the document before an offer is sent.
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12Link to this workflow

HR service task coordination

The workflow
Turn a reviewed employee request into the required internal tasks, tracking owners and evidence of completion.
Human approval
HR approves consequential changes to employee records.
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13Link to this workflow

Staff engagement reporting

The workflow
Combine voluntary survey responses and agreed aggregate measures into a report of recurring workplace themes.
Human approval
HR validates anonymity thresholds and approves follow-up actions.
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14Link to this workflow

Recruitment process fairness review

The workflow
Summarise lawfully collected, aggregate recruiting-stage data to help HR examine access and process consistency.
Human approval
Qualified HR reviewers assess fairness; no individual selection decisions.
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15Link to this workflow

Workplace wellbeing feedback

The workflow
Summarise voluntary, anonymous wellbeing feedback at an agreed group level and identify requested support resources.
Human approval
HR enforces minimum group sizes; no individual health inference.
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16Link to this workflow

Workforce retention planning

The workflow
Review aggregate staffing movements and voluntary exit themes to prepare team-level retention questions and planning scenarios.
Human approval
HR reviews findings; no individual attrition scores or employment actions.
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17Link to this workflow

Leave request coordination

The workflow
Compare a submitted leave request with recorded balances and declared team availability, then prepare a manager review.
Human approval
The authorised manager approves or declines the request.
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18Link to this workflow

Team directory maintenance

The workflow
Reconcile approved reporting-line changes with the employee directory and prepare a list of proposed updates.
Human approval
HR verifies relationships and approves directory changes.
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19Link to this workflow

Interview feedback assembly

The workflow
Bring interviewers' submitted notes into a role-specific evidence pack, preserving attribution and disagreements.
Human approval
The hiring team evaluates candidates and makes decisions.
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20Link to this workflow

HR policy reference search

The workflow
Retrieve current policy passages for an HR staff question and show revision dates and unresolved contradictions.
Human approval
HR specialists interpret policy and handle personal cases.
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21Link to this workflow

Employee objective follow-up

The workflow
Track agreed objectives, employee-provided updates and check-in dates to prepare a factual progress conversation pack.
Human approval
Employees and managers confirm progress and assess performance.
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22Link to this workflow

Payroll variance checks

The workflow
Compare a proposed payroll run with approved changes and prior records, highlighting unexpected differences.
Human approval
Payroll staff verify evidence and authorise the run.
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23Link to this workflow

Recruiting process reporting

The workflow
Combine application-stage timestamps and agreed reporting measures into a view of process delays and incomplete records.
Human approval
Recruiting leads validate metrics and decide process improvements.
Discuss this workflow

Make it yours

Start with the work that keeps coming back.

Bring one repeated task, the systems it touches and the person who approves the result. We will map the handovers, check the evidence and scope a workflow around your team.