Bitrix24 HR Automation Setup: Onboarding, Requests, Assessment

Automating HR processes in Bitrix24 means configuring business processes and smart processes for onboarding, requests, and assessment. The HR department often lives in spreadsheets: employee list in one file, leave requests in another, onboarding plan in a third, assessment results in the manager's email. When a new employee joins, HR manually creates accounts, sends memos, assigns tasks to the mentor. Half the steps get lost. Bitrix24 allows you to consolidate HR processes in one place and automate the routine via business processes and smart processes. We help companies migrate HR processes to Bitrix24 and automate them turnkey. With over 10 years of experience and 50+ successful HR automation projects, we deliver proven results. One project — a retail chain with 300 employees: after onboarding automation setup, new employee induction time dropped from 3 days to 4 hours, and task handoff errors decreased by 70%. A typical project pays for itself in 3–4 months: request error savings reach $1.4k–1.9k per quarter for an average company.

This guide covers Bitrix24 HR automation, including Bitrix24 business processes setup for onboarding, leave requests, and employee assessment, and also provides HR Bitrix24 training insights.

Which HR Processes Are Automated

Bitrix24 covers key HR scenarios through a combination of modules:

How to Automate Onboarding in Bitrix24?

The business process starts when an employee is added to the Bitrix24 company structure. Chain:

• Day 0 — automatic task creation: IT gets a task for account and equipment, HR for document preparation, mentor for an introductory plan.
• First week — the employee receives a series of messages in Bitrix24 chat: links to knowledge base, regulations, key contacts.
• Checkpoints — at 30, 60, and 90 days, the business process creates a task for the mentor and manager: fill out a feedback form. Results are saved in the employee card.

Thanks to automation, all steps are recorded: you always see the newcomer's stage and overdue tasks.

Step-by-Step Onboarding Setup Plan

1. Create a business process triggered when an employee is added to the structure.
2. Configure automatic task creation for departments.
3. Add message sending via Bitrix24 chats.
4. Set triggers for checkpoint deadlines.

Probation Period and Assessment

Probation tracking is a business process with deadlines. Two weeks before the end, the manager receives a notification reminding them to make a decision. If the decision is 'extend', the process extends with a new deadline. If 'successfully complete', the employee status is updated.

Assessment is built on a smart process with an evaluation card. Each item is one employee assessment. Fields: name, department, date, competency scores, total score, decision. Stages: 'Collecting Scores' → 'Review' → 'Decision Made'. Transitions between stages trigger notifications to participants. Bitrix24 business processes are more flexible than ready-made HRM boxed solutions and allow adapting logic to company specifics. Bitrix24 smart processes are 2 times more effective than Google Sheets for approvals: average request processing time drops from 6 hours to 1.5.

Smart Processes for HR Requests

Smart processes are a flexible tool 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 via formula in business process.
• Certificate request — certificate type, deadline. HR gets a task, upon completion employee receives notification.

Comparison of Manual vs. Automated Processing

Reporting and Control

HR manager sees in Bitrix24:

• List of employees on probation with end dates
• Onboarding status per newcomer — which steps completed, which overdue
• Request summary: how many pending approval, how many approved, average processing time (reduced by 40%)

What's Included in HR Automation Setup

• Audit of current HR processes and documentation of required logic
• Development and configuration of business processes for onboarding, probation, assessment
• Setup of smart processes for requests (training, travel, certificates)
• Integration with 1C:ZUP or other HR systems (if needed)
• HR department training (2 days, online or onsite)
• Technical support for 1 month after launch

Why Choose HR Automation via Bitrix24?

Compared to manual management, automation reduces request processing time by 40% and eliminates data loss. All processes are transparent for management. We guarantee stable operation of configured processes and provide documentation. We'll evaluate your project in 1 business day — just reach out to us. Order a free audit — we'll select the optimal process set for your business.

Official Bitrix24 Business Process Documentation