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Human Resources Automation: 3 Ways to Use SharePoint Workflows

With the cut-throat competition today, every business enterprise is trying hard to outwit one another in the HR department. They are introducing new HR processes and implementations for achieving great results.

Once such business automation is using the SharePoint for their organization that is delivering them excellent results in the human resources field. SharePoint allows the HR team to streamline various processes and removes repetitive tasks within the HR team.

Introducing workflows in an organization can help to avoid errors and timely execution of the work.

Below are the three ways for streamlining the HR processes with SharePoint workflows.

Scenario 1: Employee Expense Reimbursement

 Imagine that you are returning from a business trip and you are using your personal cards for making essential purchases on that trip. After the completion of the trip, you submit the expenses to the HR team by sending an email.

However, upon the request, it takes many weeks to get the approval for your reimbursement.


This is where SharePoint can help you to get your approval quickly through an automated process. By using SharePoint workflow, one can easily create customized approval workflows. When it comes to expense reimbursements, your expense form can include:

  • Purchased items individual cost
  • Purchase date
  • Receipt upload
  • Purchase category.

However, rejecting or approving the expense forms depends entirely on the reporting Head or Manager. Apart from this, the employees can access and see their prior submissions separately. For more information click

Scenario 2: Paid Time off Request

Your organization’s HR generalist is in charge of monitoring the paid time off requests for the employees. As this involves a lot of paperwork, therefore, it is tough to every record.


Streamlining various processes into a single platform is essential for paid time off requests to the employees of your organization. Sharepoint workflow automation helps you to remove human errors whilst keeping your inbox neat and tidy. Some of the paid time off workflow includes the following features:

  • It allows the employees for keeping a track of every paid-time-off request.
  • The reporting Manager or the supervisors can view the paid time off request by syncing with a calendar layout.
  • However, these can be made accessible to every employee when the need arises.

Scenario 3: New Employee Onboarding

Suppose the HR Manager in your organization has to complete the onboarding of 10 new employees by the end of the week. Since he is having a long list of tasks to complete during the onboarding process, it becomes extremely difficult to monitor and track every employee.


Sometimes the onboarding process takes a longer time than usual. It does not matter whether your organization is large, mid-size, or small. Since the onboarding process involves minute intricacies, but if you have a proper workflow in your organization, you can reduce this downtime effectively.

SharePoint onboarding workflow helps you to compile all the information and the data about the new hiring process easily. You can set each workflow as a separate task. When you complete one task at a time, the timeline for the next workflow or task automatically.

However, making this public or private rests upon your shoulders since it is created for the new recruit or for your internal departments. The tasks that you may include here are:

  • New office key creation
  • Create an order for a new laptop and setting it up.
  • Fix a meeting with each departmental heads
  • Complete company training program.

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