Configuring HR Process Automation in Bitrix24
The HR department lives in spreadsheets: employee list in one file, vacation requests in another, onboarding plan in a third, performance reviews in the manager's email. When a new employee arrives, HR manually creates accounts, sends memos, assigns tasks to mentors. Half the steps fall through the cracks. Bitrix24 lets you gather all HR processes in one place and automate routine work through business processes and smart processes.
Which HR Processes Get Automated
Bitrix24 covers the main personnel scenarios through a combination of modules:
| Process | Bitrix24 Tool | What Gets Automated |
|---|---|---|
| Onboarding | Business Process + Tasks | Checklist, mentor assignment, access setup |
| Vacation Requests | Lists / Smart Processes | Submission, approval, balance tracking |
| Probation Period | Business Process | Control points, feedback, decision |
| Performance Review | Smart Process | Feedback collection, notifications, protocol |
| Termination | Business Process | Exit checklist, access revocation, handover |
Onboarding: From Offer to End of Probation
A business process launches when an employee is added to the company structure in Bitrix24. The sequence:
- Day 0 — automatic task creation: IT gets a task for account and equipment, HR — for document preparation, mentor — for an onboarding plan.
- First week — the employee receives a series of messages in Bitrix24 chat: knowledge base links, regulations, contacts of key people.
- Control points — at 30, 60, and 90 days, the business process creates a task for the mentor and manager: complete a feedback form. Results are saved in the employee record.
Probation and Performance Reviews
Tracking probation is a business process with deadlines. Two weeks before the end, the manager gets a notification reminder to make a decision. If "extend"—the process extends with a new deadline. If "complete successfully"—the employee status updates.
Performance review is built on a smart process with a review card. Each element is one employee review. Fields: name, department, date, competency ratings, final score, decision. Stages: "Collect Feedback" → "Discussion" → "Decision Made". Moving between stages triggers notifications to participants.
Smart Processes for Personnel Requests
Smart processes are flexible tools for any requests requiring a card with fields, stages, and automation. For HR:
- Training request — employee creates a card with topic, justification, cost. Route: manager → HR → accounting.
- Business trip request — dates, city, purpose. Automatic per diem calculation through a formula in the business process.
- Document request — document type, timeline. HR gets a task; when completed, the employee gets a notification.
Reporting and Control
The HR manager sees in Bitrix24:
- List of employees on probation with end dates
- Onboarding status for each new hire—which steps completed, which overdue
- Summary of requests: how many pending approval, how many approved, average processing time
What We Configure
- Onboarding business process with automatic tasks and notifications
- Probation tracking with control points and escalation
- Smart processes for personnel requests: training, trips, documents
- Performance review process with feedback collection and result recording
- Reports and dashboards for HR manager
- Training for HR department to work with processes