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Workflows & automation that keep processes moving

Automate tasks, approvals, and workflows across HR with end-to-end processes that run in Core and keep work moving without delays or missed steps.

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Modern, fast-growing, global businesses love Bob

Workflows & automation built into your HR platform

Onboarding workflows

Run onboarding without manual coordination

Trigger structured onboarding automatically based on lifecycle events.

  • Lifecycle-triggered workflows
  • Role- and location-based logic
  • Cross-team task assignment
  • Completion tracking and exceptions
  • Lifecycle-triggered workflows
  • Role- and location-based logic
  • Cross-team task assignment
  • Completion tracking and exceptions

Approvals & handoffs

Keep work moving without manual follow-ups

Route tasks through governed approval paths with full visibility.

  • Structured approval routing
  • Clear ownership and handoffs
  • Multi-step approval paths
  • In-system status visibility
  • Structured approval routing
  • Clear ownership and handoffs
  • Multi-step approval paths
  • In-system status visibility

Documents & eSign

Keep documents in sync as work moves

Generate, sign, and track documents directly within live workflows.

  • Document generation from live data
  • Built-in eSign workflows
  • Version control and audit trails
  • Secure document storage
  • Document generation from live data
  • Built-in eSign workflows
  • Version control and audit trails
  • Secure document storage

Policies & permissions

Enforce rules without slowing execution

Apply policy logic automatically across workflows and regions.

  • Role-based permissions
  • Location-based policy logic
  • Approval rule enforcement
  • Governed process controls
  • Role-based permissions
  • Location-based policy logic
  • Approval rule enforcement
  • Governed process controls

Flexible workflows

Adapt processes as your business changes

Configure workflows without code as your organization scales.

  • No-code workflow configuration
  • Conditional logic and branching
  • Region and worker-type variations
  • Scalable process design
  • No-code workflow configuration
  • Conditional logic and branching
  • Region and worker-type variations
  • Scalable process design

Do more with AI

Productivity booster

Bob helps you summarize reviews, draft feedback, and automate tasks, instantly and in context.

Data analyzer

Bob makes sense of messy HR data, just ask and get clear insights to act fast and smart.

Product navigator

Ask Bob to take you to the right place, reviews, goals, settings, no clicks, no searching.

AI-powered proficiency levels

Automatically define and adjust skill proficiency levels for each role to save time and ensure consistency.

Skills generator

Quickly create role-specific skill lists using Bob’s AI, based on your job catalog, company context, and industry standards.

AI course suggestions (coming soon)

Let Bob recommend relevant courses to employees based on their role and skills.
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Slack integration

Keep everyone aligned with AI analysis and takeaways delivered directly where you work. Coming soon!

Why workflows & automation in Core?

Shared source of truth for all

Reduces manual HR coordination

Scales across regions and teams

Don’t just take our word for it

See how onboarding workflows and automations help teams create a consistent, engaging experience across the business.

The HiBob onboarding process is our introduction to the business and leaves a great first impression. We have had regular feedback from new starters that the onboarding process is great, and they feel excited about joining the team.

Tiffany Karsten, Chief People Officer, Payaapps Limited

Start with Core. Expand as you grow.

Core is the starting point for every Bob customer.
Once the foundation is in place, you can expand into additional suites as your needs

Talent acquisition

Talent Suite

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Payroll

Payroll Suite

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Talent development

HR Planning Suite

Learn more

Financial planning

Finance Suite

Learn more

Explore how workflows and automation support better HR operations and scalable growth

Support business goals with smart HR automation strategies

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From onboarding to promotions: Mastering HR automation with Bob

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The SMB guide to automating HR tasks with Bob

Guides | 16 MIN READ

Frequently asked questions

Workflows and automations automatically run HR processes in Bob, such as onboarding, approvals, and document flows, so teams don’t have to manage them manually.

Yes. Onboarding workflows are part of Core.

Yes. Workflows adapt automatically based on role, location, and site.

Yes. Workflows & automation are part of Core and support every Bob suite.

Let Core run your HR processes

See how Bob’s workflows and automation keep work moving without manual effort.

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