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By function: HR and people

HR and people operations automation

New starters have access on day one, leave is a message not a form, and the policy question is answered before it reaches HR.

First workflow live
Onboarding on a signature, usually inside the first sprint
Usually owned by
The one person who does HR
Built on
Google Workspace or Microsoft 365, Slack, Airtable
Judged on
Day-one readiness and Leave balance accuracy

In short

People operations automation turns a signed offer into accounts, equipment requests, a first-week plan and a welcome message, keeps leave and attendance in one record, files documents by person and type, and answers routine policy questions from your own handbook. SBD builds it on the tools you have, with a person reviewing anything sensitive.

Who this is for

The people who usually own HR and people.

  • The one person who does HR
  • Office and operations managers
  • Founders onboarding their first ten hires
  • Finance people who run payroll inputs

Is this you?

If three of these sound like your week, this page is about your team.

  • New starters wait for a laptop
  • Leave is approved by replying to a message
  • An audit means searching inboxes
  • HR answers the same ten questions
  • A leaver still has a login

What it costs today

Where HR and people loses the hours.

For HR and people teams

Day one, everything ready.

Bring your onboarding checklist, wherever it lives. We will show you what runs on the signature and what still needs a person.

Show us your onboarding
A new starter at her desk on day one, with a welcome note beside her
Day one, everything ready. Photo: RDNE Stock project, Pexels.

By company size

HR and people at 10 people, and at 1,000.

  1. 1 to 10

    Onboarding is a message from the founder and a shared login.

  2. 11 to 50

    A checklist in someone's head, leave in a chat thread, documents in email.

  3. 51 to 200

    An HR person answering the same questions, a leave sheet nobody trusts, and audits that take a week.

  4. 201 to 1,000

    An HR system that holds the record but not the process, so joiners still wait for access and leavers keep it.

What we build

What we build for HR and people teams.

  1. 01

    Onboarding that runs on a signature

    A signed offer creates accounts, raises equipment and access requests, schedules the first-week meetings and sends the welcome pack, with a checklist the manager can see.

  2. 02

    Leave and attendance in one record

    Requests from chat or a form, approvals routed to the manager, balances updated, calendar blocked, payroll informed.

  3. 03

    Documents filed by person and type

    Every document captured, named, filed and linked to the person, with expiry reminders for the ones that lapse.

  4. 04

    A handbook that answers

    An assistant that answers routine questions from your own policies, cites the policy, and hands anything personal or sensitive to a person.

The workflows

The HR and people workflows, and what sets each one off.

  1. 01
    Onboarding on a signature

    When an offer is signed

    Then

    Accounts, equipment and access requested, first week scheduled, welcome sent

  2. 02
    Leave and attendance

    When a request arrives by chat or form

    Then

    Routed to the manager, balance updated, calendar blocked, payroll told

  3. 03
    Document filing

    When a document arrives

    Then

    Named, filed by person and type, expiry reminder set

  4. 04
    Handbook assistant

    When a staff question is asked

    Then

    Answered from policy with a citation, or handed to HR

  5. 05
    Offboarding

    When a leaving date is set

    Then

    Access revoked on the day, equipment return tracked, final documents sent

The numbers we move

How a HR and people build is judged.

Every build has a number written into the blueprint. These are the ones HR and people builds are measured by, and how we measure them.

MetricBeforeAfterHow it is measured
Day-one readinessAccess in week one, maybeAccounts and equipment ready on day oneShare of starters with everything on day one
Leave balance accuracyDisputedTrustedDiscrepancies found at payroll, per month
Document completenessUnknownEvery file present, expiries trackedShare of records with all required documents
Routine questions to HRDailyMostly answered by the handbookQuestions reaching a person, per week

Built on

The tools you already run, where we can.

Every tool we connect has its own page in the integrations directory.

Proof

Proof from builds like this.

How it starts

An audit of the HR and people work your team still does by hand.

One to two weeks. We map the workflows, put an hours-a-week figure on each, and give you a costed blueprint in order of payback. The audit is credited in full to the build.

  • Week 1 to 2Audit. We sit with the people who do the work and map it.
  • Week 3Blueprint. Fixed scope, fixed price, the first build chosen by payback.
  • Week 4 onBuild in two-week sprints, working software every second Friday.
  • After go-liveSixty days of hypercare, then a care plan or run it yourself.

What this does not do

So the scope is clear before the call.

  • Payroll calculation. We feed payroll the inputs; the payroll system does the sums.
  • Employment law advice.

Terms, defined

HR and people terms, in plain English.

Onboarding
Everything between a signed offer and a productive first week, done in order, automatically.
Offboarding
Removing access and recovering equipment on the day someone leaves, with a record of what was done.
Handbook assistant
An assistant that answers policy questions from your own documents and cites them.

Questions

What people ask about HR and people automation.

Is employee data safe in this?

It stays in your accounts, access is by role, and anything sensitive such as pay or health is handled by a person. Logs record who saw what.

Do we need an HR system first?

No. Many clients run people operations on a database and a chat tool. If you have an HR system, we build around it.

Will the assistant answer pay questions?

It answers policy from the handbook and cites it. Anything about an individual goes to HR with the context attached.

Reading

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By function: Back office, Finance and accounting, Compliance and risk, Sales and RevOps, Customer support, Operations, Marketing, IT, Leadership

HR and people

Get the HR and people hours back.

Bring the one HR and people workflow your team still runs by hand. You leave the call with a yes or no on fit and the first thing we would build.

Book the call
A team of six gathered around one screen in an open-plan office
Thirty minutes with the people who own the process. Photo: Vitaly Gariev, Unsplash.