How Can You Streamline Onboarding Processes With The Proper AI Instruments?
Erin Rice is an HR professional and the Folks & Operations Specialist at Course of Road, an AI-powered platform that automates organizational processes and improves effectivity. Even earlier than venturing into the world of HR, her instructing background gave her worthwhile insights about introducing workers into a brand new work setting. Erin can be the host of the Worker Onboarding Podcast, the place she combines her personal experience with that of different thought leaders to uncover the secrets and techniques of profitable onboarding. Immediately she speaks with us about AI platform misconceptions, welcoming new hires, and automating workflows.
Do you’re feeling that your instructing background has given you deeper insights into worker onboarding, notably with regards to introducing new hires to their work setting?
Undoubtedly! As a college chief, I did not have an HR crew. When it was time to onboard a brand new worker, the crew and I juggled the onboarding and coaching course of whereas nonetheless operating the varsity and guaranteeing our present workers had the whole lot they wanted to succeed. As you’ll be able to guess, caring for and educating children underneath 5 could be a lot! On high of that, there are such a lot of laws and compliance elements to onboarding in a college, and lacking a step might value you your potential to function, which might preserve many mother and father from going to work as a result of they relied on you. The looming domino impact motivated me to do the very best job I might, and I’ve carried that zeal into worker onboarding within the tech area. The good half about it’s that Course of Road is a course of administration platform, so not solely does my firm profit from that zeal, however so does the product, which helps hundreds of different corporations as nicely!
Is there a standard false impression that you just imagine prevents organizations from absolutely leveraging AI-powered platforms, comparable to Course of Road, to streamline the onboarding course of?
It’s clear that loads of organizations are nervous about AI taking their jobs, and that has created some apprehension about leaping proper in. I get it, and there was a day that I felt the identical, however as I’ve used completely different AI instruments, I’ve realized that AI is simply enhancing what people are already doing. It’s making us higher, sooner, and in some instances, smarter. Certain, I might write 20 prompts for an icebreaker financial institution to have readily available for all-hands conferences, however why waste my mind energy on that after I might be utilizing it to determine a fancy HR subject? With instruments like Course of Road, I believe it could actually really feel daunting to place within the effort to get all of your processes into the platform, which is why we constructed Course of AI. Course of AI permits you to scan your SOPs in a Google sheet, or Excel doc, and even handwritten SOPs in a PDF, and Course of AI will write the duties for you, after which you should utilize your human powers to make it even higher. Having all my duties and processes saved in Course of Road has saved me a lot bandwidth as a result of I can depend on these automated processes as an alternative of getting to recollect a lot.
What is likely one of the most memorable discussions you have had with a fellow thought chief on the Worker Onboarding Podcast?
My most memorable dialogue was the primary time I used to be a visitor earlier than taking up because the host! It was extra of a dialog with our Director of Folks & Operations, Ashley Chain, and I about all of the magic we infused in our inside onboarding. One of the memorable takeaways was the significance of balancing construction with personalization in onboarding. Automating workflows in Course of Road helped us create a smoother, extra participating onboarding course of that fosters connection from day one—a core aspect in making new hires really feel valued and able to contribute. The construction presents clear expectations and hopefully much less overwhelming within the course of! You realize, let machines do what machines do finest so we people can do what we do finest, and that’s be human!
You may learn the entire article right here and, after all, take heed to the podcast episode as nicely.
Is there a latest growth venture, product launch, or one other initiative our readers ought to find out about?
Course of Road lately launched a flagship function to our platform: Information Units. Clients can retailer any knowledge they want and go that data of their Workflows and Types. Take into consideration having an worker or firm knowledge set the place you’ll be able to re-use that data to pre-fill values elsewhere. This implies not solely that each one their data is saved underneath one roof (i.e., there is not any want for third-party instruments to retailer knowledge) but additionally huge enhancements in knowledge accuracy and time saved.
This launch aligns with our mission to make streamlined processes accessible for groups of all sizes. We’re excited for our readers to discover these capabilities and achieve extra management over their workflows and kinds!
Are you able to share a standout success story that showcases how a shopper has used Course of Road to beat their onboarding challenges?
Reply: Sure! Uncooked Capital Companions confronted intensive onboarding and regulatory compliance challenges, particularly in mortgage processing. By implementing Course of Road, they minimize onboarding time by 70% by means of streamlined, standardized workflows that ensured accuracy, compliance, and effectivity throughout duties. This transformation enabled sooner worker productiveness, minimized threat, and scaled operations with out sacrificing high quality, showcasing how structured workflows can drive progress and operational excellence in regulated industries.
You may learn all about it right here! It’s wonderful to see how artistic shoppers can get with their enterprise processes, saving them a lot money and time, myself included!
Wrapping Up
Thanks a lot to Erin Rice for sharing her experience and insights with our digital group. You may as well discover her on our Worker Onboarding Tech Specialists checklist, which highlights HR trailblazers who gasoline innovation and provide organizations the insights they should have interaction new hires.