smiling man with glasses holding a digital signature document, tasks for signing including code of conduct and feedbacksmiling man with glasses holding a digital signature document, tasks for signing including code of conduct and feedback

HR automation that’s as agile as you are

G2 Website: 1533 reviews, score: 4.5 stars; Capterra website: 160 reviews, score: 4.6 stars.

Say bye to manual processes and hi to HR simplicity

As an HR professional, admin can take up hours of your day, leaving you with limited time for focusing on your people and strategy. Enter Bob’s HR automation. From onboarding to offboarding and everything in between, set up reusable workflows for any process with tasks that cover every detail. Need to change course? With Bob, you can make changes to your workflows in minutes—no tech experience required.
onboarding checklist with completed tasks including

Get more
done

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Create tailored
experiences

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Provide access, IT permissions

Keep it
secure

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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.

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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.
Brunno Ribeiro
Brunno RibeiroDirector of Talent Acquisition and Compensation at Defined.aiREAD THE CASE STUDY
hello-new-joiner, welcome-to-the-teamhello-new-joiner, welcome-to-the-team

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.

EXCEPTIONAL EXPERIENCES

IT permissions management interface with a woman in a brown sweater, highlighting signature setup and access options. , ITPermissions, SignatureSetupIT permissions management interface with a woman in a brown sweater, highlighting signature setup and access options. , ITPermissions, SignatureSetup

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.
Jocelyne Gagnon
Jocelyne GagnonVP, Human Resources at NuveiREAD THE CASE STUDY

Additional resources

Bob's task list features graphs, icons, and checklists for organized productivity planning, Colorful layout with task management visuals

From onboarding to promotions: Mastering HR automation with Bob’s Task Lists

We created Task Lists in Bob to support people-first cultures, help you stay organized, and…

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smiling colleagues collaborating over laptop, logo of HEROES with plants in a bright workspace

How Heroes saves two working days a month using Bob’s automated workflows and integrations

Back when they were a company of just 15 people working out of London, Heroes…

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first impressions count, onboarding success with diverse team member welcoming new tasks and interactions

First impressions count! How Bob creates personalized onboarding experiences new hires won’t forget.

Providing your people with a successful onboarding experience is essential for employee satisfaction and retention,…

read more

Save time, drive retention, and create exceptional experiences with HR automation in Bob.