HR Automation Checklist | Miyens
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HR Automation Checklist

25 HR tasks colour-coded by automation readiness — with tool recommendations for each level. Identify what your HR team can automate today, this quarter, and next year.

What's Inside the Checklist

HR teams spend an estimated 60% of their time on administrative tasks that AI and automation tools can handle. This checklist maps 25 specific HR tasks to their automation potential — so your team can focus on what humans do better.

01

Hiring & Recruitment (9 Tasks)

Nine recruitment tasks — from job description writing to offer letter generation — scored High, Medium, or Low for automation potential with a recommended tool category for each.

Job description drafting (AI writing)
CV screening and shortlisting
Interview scheduling and reminders
Candidate communication sequences
Reference check request and tracking
Skills assessment delivery
Background check coordination
Offer letter generation
Rejection notification (automated)
02

Onboarding (8 Tasks)

Eight onboarding tasks — from pre-boarding document collection to 90-day check-ins — with automation readiness scores and LMS/HRIS integration notes.

Pre-boarding document collection
IT access provisioning requests
Equipment delivery coordination
Onboarding module assignment (LMS)
Policy acknowledgement tracking
Buddy/mentor assignment notification
30-day check-in scheduling
90-day performance milestone trigger
03

Performance Reviews (8 Tasks)

Eight performance management tasks — from review cycle scheduling to performance improvement plan tracking — with automation level and tool recommendation.

Review cycle scheduling and notifications
Self-assessment form distribution
360° feedback request distribution
Manager reminder sequences
Goal-setting template delivery
Rating aggregation and reporting
Performance improvement plan tracking
Recognition and reward triggers

Colour-Coded System

High / Medium / Low Automation Readiness

Each task is colour-coded: Teal (High — automate now with available tools), Amber (Medium — automate with some configuration or data prep), Grey (Low — keep human-led for now). Includes tool starter recommendations for High and Medium tasks.

High-readiness tasks (teal) — automate immediately Medium-readiness tasks (amber) — automate this quarter Low-readiness tasks (grey) — plan for later Tool category recommendations per task