PeopleDoc Product Updates & Latest Features

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As part of our ongoing efforts to improve our platform, we have made some exciting new updates to Process Automation in the October release that improve both the HR and employee user experience.

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Earlier this year we announced new Robotic Process Automation (RPA) capabilities in the PeopleDoc platform. RPA executes manual, repetitive tasks typically performed by a human across multiple systems, making it easier and faster to complete HR processes.

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We’re always listening to our customers and exploring how we can solve your biggest pain points. When you asked for a fast, easy way to create dynamic, logic-based documents, we built Advanced Document Generation. With Advanced Document Generation, HR is able to build custom, complex documents like employment offer letters in ⅓ the time it took them previously.

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At PeopleDoc, our goal is to make it simple for HR to do hard things. We know that managing processes and workflows can be overly technical and time consuming for HR, and ultimately it takes away from time helping employees.

The mission of PeopleDoc’s Process Automation software is to provide HR with a one-stop-shop to build, automate and monitor HR processes and employee lifecycle events such as tuition reimbursement, maternity leave requests, internal transfers, and onboarding.

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Some features we release are part of the greater vision we’ve outlined and planned for each module. Other times, we see how our customers use the product and we realize there’s an opportunity we didn’t expect to see. In this post, we’ll explore missing fields in Advanced Document Generation, a feature we knew we wanted to build from the start. Then we’ll discuss the evolution of the custom status in Case Management, and the updates we’ve made based on how we’ve seen users engaging with the custom status feature.

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Two things that help guide our R&D at PeopleDoc are the employee experience and HR agility. Two sides of the same coin, these are key drivers for getting results in HR Operations. In the September release, we’ve made some changes to the user experience that improve the employee experience and increase HR agility - which will help drive results for you.

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As you may recall, we announced our new Formbuilder back in the March release. We rebuilt the Formbuilder so that we could add more complex capabilities, such as dynamic fields and logic. With the August release, you can now duplicate a form in Case Management and Process Automation! You can now copy forms and then edit the copy as needed.

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We know you move fast and need information at your fingertips. This summer, we’ve made it easier for you to get the information you need upfront, getting rid of some unnecessary clicks.

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The May release provides a number of new features and functionality that improve the HR user experience. Our Case Management solution now manages concurrence between users, meaning it will be easier for users to collaborate on the same case. In the Knowledge Portal, you’ll have the ability to add an expiration date to articles to ensure you don’t maintain outdated information.

In Employee File Management, we’ll now order custom fields alphabetically so you can find things faster, provide a null default value for picklists so you get better data, and name your split documents so they’re easier to manage. All of these new features and enhancements will allow you to move faster, ensuring you’re providing that great support to your employees.