Human resources

HR teams that prioritize
employee experience,
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Supercharge HR operations with Process Street - the ultimate tool for HR automation

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Trusted by more than 3000 companies

Streamline HR processes with Process Street - the ultimate
tool for onboarding, policies and empowering your workforce

Kickstart new hire onboarding with user friendly HR process automation

Ensure every new hire embarks on a journey to success from day one. Standardize your employee onboarding process using our intuitive workflow technology, part of our HR process management platform.

Enhance team collaboration and keep everyone in the loop

Keep your team aligned and forward-moving through our HR App. Stay updated on statuses, delegate responsibilities efficiently, and bolster collaboration across different teams.

Access all your HR policies and procedures at once anytime anywhere

Consolidate all your HR policies, procedures, and resources in one cloud-based location. With Process Street's HR cloud solution, optimize your human resource management like never before.

Redefine hiring excellence with automated workflows

Accelerate the candidate selection process without manual hassle. Automate hiring workflows with Process Street's AI features and identify top talents in no time.

Cultivate an inclusive company culture effortlessly

Leverage our efficient HR tool to enforce company policies uniformly, conduct effective training programs, maintain open communication channels and foster a more inclusive work environment.

Revamp employee performance reviews for clearer evaluations

Automate the performance management process by providing customizable templates via our HR app that foster clear and constructive evaluations.

Propel your HR team into an era of digital excellence

Boost operational efficiency and significantly reduce manual errors in your daily HR tasks with Process Street's powerful integrations and automations – an ideal complement to any HRIS, HCM, or HRMS.

Empower your HR team to win with Process Street

Use case

Intern and director onboarding, compliance

Company size

Mid-sized venture capital firm

Industry

Venture Capital, Finance

How 1818 Venture Capital reduced onboarding time by 80% with Process Street

Challenge

Manual processes caused onboarding delays, compliance risks, and workflow inefficiencies.

Solution & impact

1. Cut intern onboarding from 1 week to 1 day
2. Standardized compliance and investor workflows
3. Automated task reminders and improved team handoffs

Read the case study

Common use cases

Employee Onboarding

Create standardized onboarding workflows for new hires that ensure all necessary documentation is collected and required training is completed.

Problem

Recruiting new employees involves numerous steps, from screening resumes to scheduling interviews. This can be time-consuming, prone to errors, and lead to potential talents being overlooked.

Process Street Solution

With Workflows, HR teams can automate the entire onboarding process. You can schedules workflow runs, send necessary onboarding materials, and automatically follow up, ensuring a smooth, organized, and efficient process.

5-Step Process for Onboarding with Process Street

Onboarding Workflow Creation: HR teams set up an onboarding workflow in Process Street that includes all necessary tasks like policy document sharing, IT system setup, and introductory meeting scheduling. This workflow can be created using templates, or be custom designed to fit specific organizational needs.
Triggering the Workflow: Whenever a new employee is hired, HR initiates the onboarding workflow. This can be automated by integrating Process Street with HR systems, so the workflow starts as soon as the new hire is added to the system.
Task Scheduling and Execution: Workflows automatically schedule tasks based on preset timelines. It shares policy documents, requests IT for system setup, and schedules introductory meetings with the relevant teams.
Automated Follow-ups and Reminders: For tasks that require follow-ups, such as reading policy documents or attending meetings, Workflows send automated reminders to the new employees, ensuring tasks are completed in a timely manner.
Workflow Completion and Feedback: Once all the tasks in the workflow are marked as complete, the onboarding process ends. Workflows can automatically request feedback from the new employee about their onboarding experience for continuous process improvement.

Benefits for Customers

Efficiency: Automation of the onboarding process eliminates manual effort, making the process more efficient and time-saving.
Organization: Having a predefined workflow ensures all tasks are organized in a sequence, making it easier for HR and new employees to follow.
Reduced Errors: Automating tasks like document sharing and IT setup reduces the chance of human error, ensuring that all necessary onboarding steps are accurately completed.
Improved New Employee Experience: A smooth, organized onboarding process helps new employees feel more welcomed and better prepared for their roles, improving their initial experience with the company.
Continuous Improvement: The ability to gather and analyze feedback at the end of each onboarding process allows for ongoing refinement and improvement of the onboarding process.

Talent Acquisition

Streamlining the talent acquisition process for optimal results.

Use Forms to streamline the onboarding process by collecting required documents, personal details, or direct deposit information from new hires securely and efficiently.

Problem

Recruiting new employees involves numerous steps, from screening resumes to scheduling interviews. This can be time-consuming, prone to errors, and lead to potential talents being overlooked.

Process Street Solution

Workflows automate the recruitment process. You can automatically screen resumes based on set criteria, schedule interviews, and send reminders, reducing errors and saving time.

5-Step Process for Recruiting with Process Street

Recruitment Workflow Creation: HR teams create a recruitment workflow in Process Street, which includes all necessary steps like resume screening, interview scheduling, and follow-ups. This workflow can be customized to fit the specific needs of the organization.
Workflow Activation: As soon as a new job posting is live, HR teams activate the recruitment workflow. This can be automated to start when a new job application is received.
Automated Resume Screening: Workflows automatically screens incoming resumes based on predetermined criteria such as keywords, skills, or experience, reducing manual effort and speeding up the initial screening process.
Interview Scheduling and Reminders: Once candidates pass the screening stage, Workflows automatically schedules interviews with relevant hiring managers. It also sends out reminders to both interviewers and candidates to ensure everyone is prepared.
Post-Interview Follow-up: After the interview, Workflows automatically sends a follow-up email to candidates to keep them informed of their status in the hiring process. This could include steps for further rounds or feedback from the interview.

Benefits for Customers

Efficiency: Automation of the recruitment process reduces manual tasks, freeing up time for HR teams to focus on more strategic aspects of recruitment.
Reduced Errors: Workflows ensures each step in the recruitment process is accurately executed, reducing the potential for errors and oversights.
Speed: Automatic resume screening and interview scheduling speed up the recruitment process, allowing organizations to secure top talent more quickly.
Improved Candidate Experience: Automated follow-ups and communication throughout the recruitment process provide candidates with a better experience, improving the organization's employer brand.
Data-Driven Decisions: With the ability to track and analyze each recruitment process, organizations can make data-driven improvements to their hiring strategies.

Performance Reviews

Use workflows to facilitate the performance evaluation process, with automated reminders for managers and employees to complete each step and ensure timely completion.

Problem

Performance review management is often complex, involving the collection of feedback, scheduling meetings, and processing ratings. HR teams often struggle to keep this process organized and timely.

Process Street Solution

Workflows help streamline performance review management. It automates feedback collection, review schedules, and performance rating processing, making the process organized and efficient.

5-Step Process for Performance Review Management with Process Street

Performance Review Workflow Creation: HR teams set up a performance review workflow in Process Street that includes steps like feedback collection, review meetings scheduling, and performance rating processing. This workflow can be customized to fit the organization's performance review process.
Workflow Initiation: HR teams initiate the performance review workflow at the beginning of the review cycle. This can be automated to start based on the organization's performance review schedule.
Automated Feedback Collection: Workflows can be used to send out feedback forms to employees and their supervisors at a predetermined time. It collects and compiles this feedback for review by HR and management.
Review Scheduling and Reminders: Once the feedback is collected, Workflows automatically schedules review meetings between employees and their supervisors. It sends reminders to both parties to ensure they're prepared for the meeting.
Performance Rating Processing: After the review meeting, Workflows processes the performance ratings based on feedback and discussions. These ratings are then stored for future reference and development planning.

Benefits for Customers

Efficiency: The automation of performance review processes saves HR teams time and effort, allowing them to focus on other strategic HR tasks.
Organization: A predefined performance review workflow keeps the process organized and ensures all necessary steps are completed on time.
Accuracy: Automated collection and processing of feedback and performance ratings reduce the risk of errors, ensuring the accuracy of performance reviews.
Employee Engagement: The streamlined, organized review process can help to increase employee engagement and satisfaction with the performance review process.
Data-Driven Decisions: With all performance review data in one place, HR teams can make informed decisions about employee development, promotions, and other HR actions.

Leave Management

Streamline the request and approval process for employee vacation and sick leave requests, with notifications sent automatically to managers and HR when requests are received.

Problem

Leave application and approval is often a manual process that can lead to miscommunication, delays, and non-compliance with leave policies.

Process Street Solution

Workflows automate the leave management process. It sends notifications of leave requests to the relevant parties for approval and ensures all leave policies are adhered to, ensuring a smooth and transparent process.

5-Step Process for Leave Management with Process Street

Leave Management Workflow Creation: HR teams set up a leave management workflow in Process Street that includes steps like leave request submission, approval process, and leave balance update. This workflow can be customized to fit the organization's leave policy.
Initiating Leave Request: When an employee wants to take a leave, they initiate the leave request workflow. The request includes details like type of leave, start and end date, and any relevant notes.
Automated Leave Request Notification: Once the leave request is submitted, the Workflow automatically sends a notification to the relevant approving authority, such as a supervisor or HR manager.
Leave Approval Process: The approver receives the leave request and reviews it. They can then approve or deny the request directly through Process Street. The employee is then automatically notified of the decision.
Updating Leave Balance: After the leave is approved, Workflows automatically updates the employee's leave balance, reducing the manual tracking effort and ensuring up-to-date leave records.

Benefits for Customers

Efficiency: Automation of the leave management process eliminates manual tracking and communication, saving time for both employees and HR teams.
Transparency: With automated notifications and an easy-to-use platform, the leave management process becomes more transparent, reducing misunderstandings and improving employee satisfaction.
Accuracy: Automated updating of leave balances ensures accurate records, reducing the risk of discrepancies and ensuring compliance with leave policies.
Reduced Delays: Automatic notifications speed up the approval process, reducing delays and improving the overall efficiency of leave management.
Data-Driven Decision Making: With all leave data in one place, HR teams can better track leave patterns and make informed decisions about staffing and workload management.

Employee Training & Development

Develop comprehensive training materials and instructional guides, allowing employees to learn at their own pace and refer back when needed.

Problem

Traditional employee training sessions can be time-consuming and ineffective, with key information being easily missed or forgotten.

Process Street Solution

Pages facilitates the creation of comprehensive, self-paced training materials, improving the learning process and ensuring necessary resources are readily available for reference.

5-Step process to create high-performing training pages

Identify key training elements: Segment your training content into key modules or topics. These could include important procedures, core skills, or knowledge areas.
Create content for each element: Formulate informative and engaging content for each module or topic. Create multiple pages for separate modules and topics to create bite-sized training material.
Develop your page structure: Organize these modules or topics into a logical sequence on your pages. Layout this structure to optimize user navigation and comprehension.
Enhance with multimedia: Enhance your content by embedding supporting multimedia such as images, videos, and infographics to make it more engaging.
Connect with relevant workflows: Establish links with relevant workflows to bridge knowledge with implementation.

Benefits for Customers

Continuous learning: Pages ensure a constant learning environment, allowing employees to access training materials at their convenience.
Consistent training resources: Pages provide a standard reference resource, ensuring consistent training across the board, even for remote employees.
Time optimization: Pages eliminate time-consuming traditional training sessions, providing employees with flexibility.
Increased engagement: The use of multimedia on Pages encourages better engagement with training content, improving knowledge absorption.
Streamlined onboarding: Links with workflows on Pages facilitate seamless onboarding, allowing new hires to connect learning with practice.

What our customers are saying

"My Work & Tasks are AWESOME and transformative for our company! Thank you, thank you, thank you!!!"

Read case study

Patty Scharf

Chief Process Officer, Acuity

"The real game-changer is the impact on growth & scalability."

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Sam McCarthy

Head of Technology, Raw Capital

"Implementing Process Street has been transformative for our business. Since adopting Process Street, we've experienced a significant increase in productivity and a noticeable improvement in team collaboration across all departments....Read more"

Dr. Adeyemi Adeyinka

Group Head, Medical Services, Avon Healthcare

"Before using Process Street, it used to take days to do our work. Now it can be done in just 25–30 minutes. That's a 75%+ reduction in setup time. It's...Read more"

Pete Watts

IT Manager, IMCD UK

Popular templates

Employee Onboarding

1. Assign onboarding team
2. Review employee details
3. Select employee region and team

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Performance Management

1. Review performance to date
2. Define performance goals
3. Discuss ways to improve

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Employee Development Plan

1. Identify 3 long-term goals
2. Identify positive tasks in the current role
3. Identify additional skills and experience

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Employee Background Check

1. Record candidate details

2. Perform educational background check

3. Send results to hiring manager

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Training Plan

1. Complete a business needs assessment
2. Draft training plan procedures
3. Review feedback from training

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Employment Termination

1. Receive a letter of resignation
2. Confirm all online accounts are terminated
3. Disable access to company buildings and property

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Security & privacy

We are dedicated to ensuring that we continually meet and exceed
compliance and regulatory standards for information security and data privacy.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results