HR automation and Workflows

Free your HR department from paperwork, files, email threads, and other repetitive manual tasks and speed up how they work with HR automation.

HR automation and Workflows

Provide the best experience for employees and job candidates

Streamline employee onboarding, performance management, offboarding, and more. With PandaDoc, you can get new hires up and running faster with secure eSignatures, approval workflows, and document analytics

Templates

Templates

Create professional-looking HR documents in minutes with reusable templates and consistent content library items.

Approval workflows

Approval workflows

Empower your HR team to get business done fast without anything slipping through the cracks with automatic approval workflows and notifications to maintain the momentum.

Tracking

Tracking

Know with just a glance who’s received, filled out, or eSigned your documents. PandaDoc makes auditing a breeze and following up foolproof with auto-reminders.

Simplify every aspect of the employee lifecycle: from hire to retire

Stop wasting valuable time on old-school HR processes and modernize your HR document workflows with automation.

Hire and grow at scale with automated HR workflows

Whether you’re enrolling new hires in employee benefits or tracking annual performance reviews. PandaDoc empowers your HR team to create, send, sign and store documents in a single location.

Salesforce Flow

Improve HR management communication and collaboration

PandaDoc makes onboarding, performance management, and offboarding processes smooth, fast, and accurate. Instead of emailing back and forth, set up automated approval workflows and reminders notifications to speed up document completion.

Workflow

Increase productivity and achieve more in less time

Manual HR methods are time-consuming, complex, and error-prone. Keep your HR department performing at its best with an automated human resources solution.

Document Workflow Agreement

Protect your sensitive employee data

Your document security is our top priority. We take several precautions to protect your information, including encrypting your HR documents in a cloud environment. PandaDoc is also HIPAA compliant and SOC 2 Type II certified.

Security

PandaDoc + 
the tools you love

Say goodbye to endless open tabs in your browser. Integrate with the tools you depend on so your team can keep conversations moving fast.

See all integrations
PandaDoc + 
the tools you lovePandaDoc + 
the tools you love
PandaDoc + 
the tools you lovePandaDoc + 
the tools you love

Frequently asked questions

What is human resources automation?

HR automation is the process of streamlining repetitive, time-consuming tasks like data entry and document creation so that HR departments can concentrate on sourcing applicants and supporting employees.

Why should I use an HR automation tool?

Using HR automation can help you reduce the time and resources required to complete typical HR processes while providing a positive experience for job candidates and employees.

Some documents I sent must have prior approval from another stakeholder in the company. Can PandaDoc help streamline this process?

As part of our collaboration feature, you can set up workflows to ensure that stakeholders sign off on a document before sending it out to your desired recipients.

What HR functions can be automated?

Most HR duties can be fully or partially automated, including new employee onboarding, leave requests, performance management, and expense claims.

Can PandaDoc keep my human resource documents with sensitive information secure?

Of course! Document security is vital. PandaDoc is HIPAA compliant and SOC 2 Type II certified, and we even encrypt your HR documents in a cloud environment to keep you protected.

My human resource team is pretty small. Does PandaDoc make sense for my business?

Whether your team is one person or 1,001 people, PandaDoc can help streamline the process for all of your human resources tasks. We even have HR-specific templates to get you started right out the gate.