HR efficiency estimator
How does the HR efficiency estimator from PeopleForce work.
Calculate your impact
Pick a profile date or a form to start a process, add tasks, emails and documents, and each employee gets their own run without anyone tracking dates by hand.
How it works
Describe a process once. PeopleForce starts it for every employee it applies to and keeps a record of each run.
Choose what starts it
A date in the employee profile, such as the first day or end of probation, a submitted form, or a manual start.
Add the steps
Tasks, emails, documents and calendar invites, each sent to its owner on the day you set.
Follow every run
Workflow history shows each run and its progress. The employee profile lists every step and its status.
Triggers
A workflow starts automatically for each employee: a set number of days before, on or after a date in their profile, or when a form is submitted or approved.
Steps
Each step starts when the one before it is done: a task closed, a form submitted or a document signed. Conditions decide which steps each person gets.
Owners
Steps go to the employee, their manager or a colleague named in a profile field, such as a buddy or IT contact, so no one assigns them manually.
Scope
Request forms collect a change and get it approved. Workflows run what happens next.
Change and custom request forms come with Professional. Termination forms are on both plans.
Use cases
The same builder handles new hires, changes during employment and exits.
Welcome email, a contract from your template, IT tasks for laptop and accounts, a buddy intro invite before day one and first-month check-ins.
Documents
A step fills a contract or letter from your template with the employee's data, saves it to their profile and can send it for e-signature. The next step waits for the employee to sign.
See how electronic signature works
Tracking
Workflow history lists every run with the person, steps done and status. Each profile shows every step, its owner and its status, and overdue tasks stand out in Tasks.
Workflows use the same employee record, notifications and calendars as the rest of PeopleForce.
Data straight from Core HR
Dates, managers and profile fields come from the employee record, with nothing to sync.
Tasks where people work
Owners get tasks in PeopleForce, by email, in the mobile app and in Slack when connected.
Collaborators per workflow
Add colleagues to one workflow so they can edit its steps without access to all the others.
Calendars and webhooks
Steps can book Google or Outlook meetings and send employee data to your own systems.
More in Core HR
Every essential for managing your people — directory, time off, onboarding, requests and documents — in one connected system.
All employee data and structure in one place
A clear, organised profile for every employee and a visual org chart that shows reporting lines, departments, and team structure at a glance.
All employee data and structure in one place
A clear, organised profile for every employee and a visual org chart that shows reporting lines, departments, and team structure at a glance.
Beyond the features
A dedicated team gets you live, real people keep answering after go-live, and there's room to add the rest of HR when you're ready.
Setup done with you
A dedicated success manager sets everything up with you — it's included in the plan, not a paid add-on.
Support in your language
Real people, not a ticket queue, from your first question onwards.
Room to grow
Start with Core HR and add recruiting or performance later — same employee record, no second system.
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Certifications, granular access and full control over what happens to your data.
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