Task Lists are an automation feature in Bob that allows you to build chains of events, one triggering another, so you can set it, forget it, and still keep everyone happy. Meet some of our favorite Task Lists, built for people-first cultures.
Say bye to manual processes and hi to HR simplicity
Get more done
Are you stretched to your limit with repetitive tasks that occupy hours of your day? Now you can streamline core HR processes by setting up automated tasks and workflows that help you get stuff done. Add or adjust as needed—it’s easy—and get time back for more strategic projects.
How does Bob help?
- Create a dedicated workflow for any process and break it down into bite-sized tasks that are easy to understand and complete.
- Schedule tasks and set assignees and timelines for maximum efficiency.
- Set reminders and nudges to ensure that tasks are completed on time. Sync with Slack or Microsoft Teams, and never miss a beat.
- Assign tasks for your people to independently fill out fields in Bob, such as updating their home address or providing their shirt sizes for company swag.
In 2020, we doubled the size of our company. We couldn’t have hired as many people as we did without Bob. We can now automate all our processes, which saves us a lot of time and resources.
Create tailored experiences
Whether your people work near or far, ensuring they have clear tasks and a positive employee experience from day one is critical. Give them a more personalized experience by tailoring workflows to any group in your organization. Plus, connect tasks to employee milestone events or company-wide initiatives and assign them to different stakeholders across your org, so nothing slips through the cracks.
How does Bob help?
- Add a personal touch by using field attributes such as employee name or team name when assigning tasks.
- Keep your tasks relevant by customizing workflows to different groups, such as per department or site, for remote workers, contractors, or any group of your choice.
- Automatically incorporate relevant employee data or milestone events from Bob to create meaningful and organized processes, such as creating a task to sign a doc with eSign following a compensation update.
- Assign a task’s due date based on events or timelines rather than calendar dates. For example, set a meeting with HR 30 days after onboarding or one day after a compensation review.
Keep it secure
Automating HR processes and involving additional stakeholders doesn’t mean compromising on data confidentiality, accountability, or ownership. Bob’s Task Lists and workflows ensure that all confidential data is kept secure, with access rights granted only to pre-approved stakeholders when they need it.
How does Bob help?
- Determine access rights, permissions, and ownership for different stakeholders within a single workflow, such as IT or Finance, to protect sensitive or confidential data.
- Use provisioning and SSO to protect sensitive employee data from unauthorized stakeholders.
- Incorporate eSign for collaborating on legal contracts. Once a doc is signed, you can trigger a workflow for related tasks and notify managers and other stakeholders.
We have been able to automate many of our processes that were previously done manually, like the entire onboarding process and annual assessments using Bob.
Back when they were a company of just 15 people working out of London, Heroes decided to implement an HRIS for storing their people data. However, after a short time, they realized that it didn’t serve their needs and growth plans. They wanted an HR platform that was global, flexible, scalable, and able to integrate with their favorite tech tools. They found Bob and fully onboarded in just one month.
Providing your people with a successful onboarding experience is essential for employee satisfaction and retention, as research by the Brandon Hall Group shows. In fact, they found that organizations with a strong onboarding process increase their retention of new hires by 82 percent and productivity by an incredible 70 percent.