Client Context
A public health sector organisation required a more efficient approach to managing new employee onboarding and associated documentation. Each new starter was categorised into one of two onboarding pathways, with each category requiring specific documentation to be reviewed, validated, and stored.
The HR team was responsible for manually reviewing documents, extracting key employee details, and entering information into internal systems. As hiring volumes increased, the process became time-consuming and resource-intensive.
The Challenge
The onboarding workflow was constrained by several operational inefficiencies:
- New starters assigned to one of two categories, each requiring different documentation sets
- Manual review of onboarding documents to identify relevant information
- Manual extraction and entry of employee details into internal systems
- Time-consuming document handling that reduced HR capacity
- Risk of data entry errors and inconsistencies
The Solution
Blackbook AI designed and deployed an automated onboarding workflow:
- New starter details were initially captured via an Excel input sheet
- RPA robot leveraged Document Understanding capabilities to read and interpret onboarding documents
- Relevant employee information was automatically extracted from documents
- Extracted data was entered directly into the organisation’s system automatically
The Outcome
- Faster Onboarding:
Automated document extraction and data entry accelerated new employee setup - Reduced Manual Effort:
HR teams were freed from repetitive document processing tasks - Improved Data Accuracy:
Automated extraction reduced errors and ensured consistency in employee records - Operational Efficiency:
Streamlined onboarding process supported higher hiring volumes without additional headcount
Client Context
A public health sector organisation required a more efficient approach to managing new employee onboarding and associated documentation. Each new starter was categorised into one of two onboarding pathways, with each category requiring specific documentation to be reviewed, validated, and stored.
The HR team was responsible for manually reviewing documents, extracting key employee details, and entering information into internal systems. As hiring volumes increased, the process became time-consuming and resource-intensive.
The Challenge
The onboarding workflow was constrained by several operational inefficiencies:
- New starters assigned to one of two categories, each requiring different documentation sets
- Manual review of onboarding documents to identify relevant information
- Manual extraction and entry of employee details into internal systems
- Time-consuming document handling that reduced HR capacity
- Risk of data entry errors and inconsistencies
The Solution
Blackbook AI designed and deployed an automated onboarding workflow:
- New starter details were initially captured via an Excel input sheet
- RPA robot leveraged Document Understanding capabilities to read and interpret onboarding documents
- Relevant employee information was automatically extracted from documents
- Extracted data was entered directly into the organisation’s system automatically
The Outcome
- Faster Onboarding:
Automated document extraction and data entry accelerated new employee setup - Reduced Manual Effort:
HR teams were freed from repetitive document processing tasks - Improved Data Accuracy:
Automated extraction reduced errors and ensured consistency in employee records - Operational Efficiency:
Streamlined onboarding process supported higher hiring volumes without additional headcount
