Salesforce OmniStudio 2023: Developing Custom HR Management Tools
Hawk-eye editor with a passion for trailblazing Salesforce experiences
We all know that human resources is all about having access to the most personalized data on each individual in your organization so as to enhance performance and drive growth. Every employee matters, and their overall well-being underpins the success and failure of your organization. You can create a personalized digital Salesforce experience for vendors, agents, and employees in any industry.
But when running a business, whether it be large or small, it is sometimes challenging to keep tabs on every employee, and often in the rush of meeting deadlines, its easy to overlook those parts of your workers that need to be paid attention to, nurtured, and taken care of. This is where Salesforce OmniStudio makes the job of HR professionals way less complicated by streamlining human resource processes and automating key processes such as employee onboarding and performance management.
This article takes a closer look at how Omnistudio can transform human resources in your organization. Read on to find out more.
Salesforce OmniStudio for HR: Where do I Start?
When using OmniStudio for HR, you might be wondering where to start. Well, to begin with, you need to target the HR processes which you want to focus on improving, for example, the onboarding and initiation experience at your company.
You also need to hone in on the data you need to complete your HR processes, which could be anything from personal information on employees to data on their career goals or previous employment.
Once you know the processes you want to target and gather relevant data, you can use OmniStudio to configure tailored workflows to suit the needs of your HR administration.
Using OmniStudio’s powerful testing tools, you can test your new HR systems and ensure they are good to go before releasing them in your company at large. Below we will look at some examples of key HR processes which can benefit from OmniStudio.
Employee Onboarding with OmniStudio 2023
All of us know what it is like to be new in an organization, but only HR workers truly understand the work, dedication, and effort that goes into the onboarding process. Everything from introducing the new colleague to the team and setting up their email to collecting payment details, personal information, contact details, and so much more is required.
Your new employee wants to hit the ground running, and with OmniStudio, the tiresome manual aspect of these processes can all be streamlined and automated with the power of Salesforce. As an HR manager, you have the option to create web applications with unique onboarding workflows, which include every step of the onboarding process, such as setting up employee accounts, gathering phone numbers for the new employee, and of course, verifying that all information on the new employee is correct. You can also make sure that relevant parties are notified whenever a key step is completed. For instance, the new employee’s manager can be notified whenever the employee’s systems and licenses are up and running, making them ready to commence work in their team. This saves emails, manual communication, miscommunication, and, most importantly, time.
OmniStudio empowers you to set up online portals for new hires. This portal can be tailored to the onboarding journey of each fresh employee, including recommendations based on their job profile, personalized resources, and information on the department they are joining. New hires can also complete all paperwork via this portal, skipping out on the manual back and forth between HR and employees.
Human resource managers never have to wonder how the onboarding process is going because they can receive updates, based on live Salesforce data, in real-time, informing them on how employees are settling in and whether any administrative issues remain unresolved. With OmniStudio’s razor-sharp analytics, HR workers can also view metrics that matter most concerning the productivity of new hires and the time it takes to hire a single employee. This system can also be used to connect with vendors, agents, and customers seamlessly.
OmniStudio for Performance Management
Performance management is one of the most important tasks of HR, but breaking down an individual’s performance, finding out their strengths and weaknesses, as well as suggesting key areas for improvement is not an easy task. Ambitious employees, in particular, will always want a track to career growth, and HR should always be in the know and able to advise on this.
OmniStudio can take the heat off manual work in HR by streamlining performance reviews, feedback, and employee monitoring. Many managers might be too busy to remember to schedule check-ins with their employees. This is where OmniStudio steps in to send out automated reminders and notifications to help both managers and employees schedule meetings seamlessly.
Setting goals for employees has never been easier as managers can record employee and team objectives via OmniStudio and monitor whether or not they are hitting them. Feedback and kudos can be given in live time, drawing on Salesforce data, while managers can carry out performance reviews using templates and key data accurately and in no time at all.
Benefits Administration with OmniStudio
Benefits are a key way to retain employees and improve employee satisfaction and experiences. OmniStudio in Salesforce can assist with this process via online portals, which connect employees and HR to update important information, log benefit requests, and interact with relevant third parties.
HR can also define benefit workflows to suit the needs of your business, for instance, advertising company benefits and benefit options to employees, or following up annually to ask if employees would like to request any changes to their benefits plan.
With OmniStudio’s real-time Salesforce integration, HR professionals, of course, get live updates to employee benefit schemes, while employees get peace of mind that they are enrolled for benefits that mean the most to them and their families.
Titan Web: An Alternative to OmniStudio for HR
While OmniStudio offers many benefits for HR, the tool can be slow to implement, lack flexibility, and come with a hefty price tag. If you are looking for a drag-and-drop no-code, affordable alternative, then why not try Titan Web for your human resource processes and workflows?
With Titan Web, various data management and automation tools can empower you to manage employee data, automate processes, and streamline your flow visually.
Titan is native to Salesforce and comes with all the power of bi-directional Salesforce integration. It is also one of the most flexible and scalable products on the market, just one reason why it is trusted by Fortune 500 companies.
If you liked learning about Omnistudio’s declarative tool, why not read about Titan Web Apps?
So what do you have to lose? Get in touch and schedule a demo today!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
