Human Resources automation with AI

Recruiting, onboarding, employee requests and workplace climate: Workix automates HR processes with your criteria, end to end.

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Use cases

What Workix automates in Human Resources

Start with one and add the rest on the same platform, with the same data.

01

Recruiting and résumé screening

Gathers résumés from email, job boards and WhatsApp, assesses every candidate against your criteria and schedules interviews with no back and forth.

How it works

  1. 1Define experience, skills and languages for each vacancy.
  2. 2Compare resumes against those criteria and retain sources.
  3. 3Send evaluations to the recruiter to decide who advances.

What your team gets

Organized applicants for HR review.

A recruiter interviews a candidate at her desk

Email · Opening VAC-318

Example

Candidate

Attached is my résumé for Account Executive.

Workix

Recorded. Meets 4 of the role's 5 criteria.

02

New hire onboarding

Requests documents, sets up system access and answers questions during the first weeks, following up with every new hire.

How it works

  1. 1Request documents by role and start date.
  2. 2Coordinate access with IT and activities with the manager.
  3. 3Follow up on outstanding tasks during the first weeks.

What your team gets

Each new hire has tasks, owners and dates.

Two colleagues talk by a desk in the office

WhatsApp · First day

Example

Workix

Welcome, Ana. Can you log in to your email?

Employee

Yes, I'm in.

03

Employee requests

Time off, leave and certificates over WhatsApp: Workix checks balances and policies, asks for approval and answers the employee.

How it works

  1. 1Check policies and balances in authorized sources.
  2. 2Route the request to the right approver.
  3. 3Record the decision and notify the employee.

What your team gets

Requests with responses and history.

An employee smiles while using his phone at his desk

WhatsApp · Time off

Example

Employee

Can I take the 12th to the 16th?

Workix

You have 8 days left. I asked your manager to approve.

04

Up-to-date employee records

Automatically asks for missing data and documents, validates them and keeps every record complete and current.

How it works

  1. 1Define required documents by employee type.
  2. 2Request missing items and check formats and validity.
  3. 3Keep updates with the relevant access permissions.

What your team gets

HR knows what each file still needs.

Printed documents stacked on a table

Employee file · Luis P.

Example

Workix

Your proof of address is missing. Can you send it here?

Employee

Done, photo sent.

05

Workplace climate and attrition signals

Sends surveys over WhatsApp or email, analyzes answers as they arrive and spots low-engagement teams before someone resigns.

How it works

  1. 1Schedule surveys by team and period.
  2. 2Group responses and summarize recurring themes.
  3. 3Send signals to HR for review and follow-up.

What your team gets

Results by department to help plan action.

A team works together in an open office

Climate survey · Operations

Example

Event

62% response rate in 2 days.

Workix

Results by team sent to HR.

Book a free demo

Tell us which process takes up most of your time. We'll show you how it would run in Workix, with your rules and your tools.

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