5 steps to start digitizing HR

5 steps to start digitizing HR
11.10.2024

Do you want to digitise your HR processes but don't know where to start? We have prepared 5 steps for you on how to transfer your HR agenda into an HR system simply and efficiently. From determining your needs, to choosing the right implementation partner, to successfully engaging all employees. See how digitalisation can improve your day-to-day HR agenda and save you time to spend on what really matters!

Digitalization of the HR agenda is a topic among Czech companies that still raises many questions. But the most important one is how to actually start digitalization. Why bother with papers and excel spreadsheets when it can be easier? Take a look at 5 steps to help you move your entire HR agenda into modern HR software.

Identification of needs and requirements

At the beginning, be clear about what you expect from HR software. What do you need to record in the system? Which processes would you like to simplify? Which functions are unavoidable for you? It is also important to understand what data you need to process. Consider what information will be key to your decision-making. If you are looking for a way to manage attendance more efficiently, then you should choose a system that includes attendance tracking features. If you need to handle payroll in the system, then choose a payroll system instead. And if employee records, contracts, and other HR agendas play the most important role, choose an HR system.

Selection of a suitable implementation partner

Fine-tuned HR software is useless if the vendor lets you get away with it. Together with your HR software, you should get an HR digitalisation partner that has the experience and know-how, builds on functional platforms, is ready for your questions and provides you with quality customer support at all stages of digitalisation. A quality partner will not only guide you through the initial implementation, but also provide long-term support and troubleshoot any issues that may arise. At the same time, they should be able to regularly update the HR system and adapt it to your company's needs.

According to Gartner 's 2023 survey, organizations that successfully implemented digital transformation with the help of experienced partners reported 45% faster improvements in operational efficiency and 40% lower operational process costs than those that tried to go it alone.

Creating a plan and dividing tasks

Having a plan is essential when implementing HR software. Define the tasks, the lead coordinator and other team members who will be involved in the process. Set a timeframe so you can track progress and not forget anything important. A well-developed plan will help you keep the project on track while ensuring that all parties involved are clear about their responsibilities. For example, you can create a timeline that clearly shows key milestones and deadlines. This will help not only you, but the entire team stay on track. It's also important to conduct regular progress checks to see if the project is progressing according to plan.

Training for optimal use of the HR system

Training in the correct setup and use of all software features is an integral part of the initiation process. Don't be afraid to personalize the training to your needs and ask for additional sources of information in the future. Try to make the most of your time with your partner to ensure that you are fully capable of working with the software. It is important that the training is interactive and includes hands-on demonstrations to help you better understand the features of the software.

Don't forget to properly train key colleagues who will be working with the system frequently. These colleagues will become ambassadors of the new system in your company and help others with the adaptation. Ensure that they are adequately informed about all aspects of the software and have access to the necessary resources. You might also consider creating internal documentation that summarizes important features and procedures, which will make it easier to train new employees in the future.

Engaging employees in digital transformation

A step that should not be forgotten. Keep in mind that HR software should not only serve HR managers and supervisors, but also other employees. Be transparent and explain to your colleagues why you have decided to digitise your HR agenda. Emphasise how the HR system will benefit them and show them how to use the software properly.

Employees who understand the benefits of digitalisation and feel involved in the process will be much more motivated to use HR software. When they feel part of the change, they are more likely to adapt and contribute to a successful transition. Employees should be part of the process. Explain to them why you're going digital and the benefits it will bring. Transparency is key and if employees understand the benefits of the new system, they will be more willing to engage with it.

Create an internal marketing campaign in connection with the introduction of the HR software. Take inspiration from DODO, where they have connected 270 employees in 7 countries through digitalisation.

The digitization of the HR agenda represents a significant step in the modernization of corporate processes. When you have the right partner, this transition doesn't have to be complicated. Based on our experience, the key to success is careful planning, thorough training and the involvement of all relevant employees. Innovative HR software can help you simplify day-to-day tasks while saving you time that can be spent on more important activities, such as developing your employees or strategic planning. For example, get started with a free demo of Pinya HR to explore all the benefits of digitizing HR.

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