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Robotic Process Automation Guides

This section provides a guide for each Robotic Process Automation.

Robotic Process Automation Guides

Table of Contents

RPA001 - Employee synchronization

Overview

Automates the synchronization of employee data from HRIS into UKG HR Service Delivery.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa001 - employee synchronization.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA002 - Organization synchronization

Overview

Automates the synchronization of organizational structure data.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa002 - organization synchronization.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA003 - Manager synchronization

Overview

Automates provisioning and updating of manager profiles with roles and perimeters.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa003 - manager synchronization.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA004 - Dataset synchronization

Overview

Automates dataset imports to keep reference values up-to-date.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa004 - dataset synchronization.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA005 - Distribution of payslips

Overview

Automates batch distribution of payslips to employees' vaults and archives.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa005 - distribution of payslips.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA006 - Document generation

Overview

Automates bulk document creation based on templates and input data.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa006 - document generation.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA007 - Signature processes

Overview

Automates sending and tracking of electronic signature workflows.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa007 - signature processes.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA008 - Company documents

Overview

Automates management and archiving of company-level documents.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa008 - company documents.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA009 - Employee documents

Overview

Automates archiving and indexing of employee-specific documents.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa009 - employee documents.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA010 - Legal hold

Overview

Automates legal hold processes to preserve specific documents.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa010 - legal hold.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA011 - Retention policies

Overview

Automates application of retention rules on documents based on policies.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa011 - retention policies.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA012 - Deletion requests

Overview

Automates GDPR/CCPA-related deletion requests for employee data.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa012 - deletion requests.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA013 - Imports monitoring

Overview

Automates monitoring of data import jobs and their reporting.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa013 - imports monitoring.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA014 - Export automation

Overview

Automates export of data and documents from UKG HR Service Delivery.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa014 - export automation.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

RPA015 - End-to-end processes

Overview

Automates entire HR workflows by chaining multiple RPA tasks.

Workflow

  1. Input — Files or triggers required for this RPA process.
  2. Processing — Steps executed by the automation (validation, transformation, generation, etc.).
  3. Output — Results of the RPA process (documents, reports, synchronization).

Benefits

  • Streamline HR operations related to rpa015 - end-to-end processes.
  • Reduce manual tasks and errors.
  • Improve compliance and efficiency.

Best practices

  • Validate input files in a staging environment.
  • Monitor reports in output directories to ensure successful runs.
  • Keep templates, datasets, or mappings updated for accuracy.

Updated 3 months ago