Sunrise Software Blog

Top Features to Look for in a Self-Service Portal for HR Requests

Written by Sunrise Marketing | Nov 5, 2024 4:20:37 PM

HR professionals often find themselves juggling a mix of tasks, from managing employee relations to handling new hires and training initiatives. In the midst of these priorities, routine requests like leave applications or simple queries can quickly add up. This is where a self-service portal becomes a valuable addition, enabling employees to resolve basic HR tasks on their own and freeing up your time for more complex issues.

In Sunrise’s HR Case Management (HRCM) solution, the self-service portal is designed to work alongside your existing processes, streamlining routine queries and giving employees direct access to information. With handy features like request tracking, a knowledge base, and automated workflows, it provides a smoother experience for both employees and HR teams. It’s worth noting that the self-service portal isn’t a standalone product that can be used with other HR systems; it’s an optional feature that works within the full Sunrise HRCM package. Most organisations start with the main HRCM solution first and then add the self-service portal months or even years later, once they’ve fully settled into the system.

So, let’s dive into some of the key features that make a self-service portal effective and how they can support your overall HR management efforts.

 

What is a self-service portal for HR requests?

At its core, a self-service portal within your HRCM system empowers your employees to submit, track, and manage their HR queries efficiently. It’s not just about lightening your load; a self-service portal improves your processes and empowers employees by providing quicker resolutions to simpler requests. By handling routine queries efficiently, it allows you to focus on the more strategic, high-impact tasks that truly need your expertise. Think of it as a powerful feature that streamlines your workflow while enhancing the overall employee experience.

 

Why is a self-service portal important for HR?

Handling the flood of routine requests can sometimes feel like trying to keep the tide at bay with a bucket. A self-service portal helps manage this flow by automating simple tasks and allowing employees to handle common requests themselves. In fact, 67% of people prefer self-service to reaching out directly because most would rather find the answer themselves and get on with their day. This setup eases the load on HR, boosts the employee experience, and ensures routine queries are managed quickly and accurately.

But the real value is when the portal goes beyond just task automation. Features like request tracking, workflow automation, and a built-in knowledge base let employees find answers instantly, check the status of their requests, and view progress transparently, creating a more empowering experience. For example, research shows that one company saw a 30% reduction in HR-related questions and a 25% increase in employee satisfaction after introducing a self-service portal. It’s proof of how these solutions can reshape daily HR operations and enhance the employee experience.

 

Key Features of a self-service HR Portal in your HR case management solution

A self-service portal should elevate your HR Case Management (HRCM) solution, streamlining routine HR queries while allowing your team to focus on tasks that truly require human expertise. When utilised within HRCM solutions, a self-service portal enables employees to manage requests independently while providing your HR team with efficient, automated processes that save time and reduce bottlenecks. Here are some essential features to consider for maximising the impact of self-service within your HRCM system:

 

  1. Request submission and tracking

Imagine ordering your favourite meal on Uber Eats and watching as the driver makes their way to you. You can see exactly where they are, down to the road they’re on, and it takes away the guesswork. Now, think about how frustrating it would be if you couldn’t track that delivery at all! The same goes for employee requests in HR.

Your employees need a simple, intuitive way to submit and track their HR requests, whether it’s regarding long-term sick, a disciplinary process, or a question about benefits. A self-service portal should offer a user-friendly interface where employees can easily submit these requests, and just as importantly, track their progress. Giving your team visibility into their request status keeps them informed and reduces the need for follow-ups.

 

  1. Workflow automation

Let’s be honest, nobody wants to spend their day manually routing requests. Workflow automation in a self-service portal is a game-changer. It ensures that requests are automatically directed to the right HR team member and triggers follow-up actions when needed. This not only reduces your team’s manual workload but also ensures that nothing falls through the cracks. By automating repetitive tasks, you can focus your energy on more strategic HR initiatives.

 

  1. Knowledge base integration

The power of self-service goes beyond submitting requests. An integrated knowledge base within your portal gives employees access to FAQs, guides, and articles, allowing them to find answers to common queries before submitting a request. This helps reduce the volume of incoming requests and gives employees the confidence to solve simple issues themselves, giving your HR team a breather.

 

  1. Mobile-friendly interface

We live in a mobile-first world, and your self-service portal should reflect that. A mobile-friendly interface allows employees to access the portal anytime, anywhere, whether they’re working remotely or on the go. It ensures they can log requests, check updates, and access resources from their smartphones or tablets, making the employee experience seamless no matter where they are.

 

  1. Security and compliance

HR requests often involve sensitive personal information, so security is paramount. Your self-service portal should offer strong security features such as role-based access control, data encryption, and GDPR compliance. This ensures that employee data is protected and meets legal requirements, giving both you and your employees peace of mind.

 

  1. Analytics and reporting

A good self-service portal doesn’t just improve processes; it provides valuable insights. Analytics and reporting features allow your HR team to monitor request trends, identify common issues, and make data-driven improvements. Your teams can also benefit from tracking portal performance and ensuring it continues to meet the evolving needs of the organisation.

 

With Sunrise HRCM, the self-service portal brings flexible advantages for both HR teams and employees. While some organisations choose to implement it from the outset, others add it later, sometimes years after adopting the main system, to further enhance their HR processes. By empowering employees to manage routine requests on their own, the portal lightens the load on HR, speeding up responses and freeing up time for more strategic work.

Whether you integrate self-service right away or bring it in as your needs evolve, Sunrise’s adaptable setup helps ensure lasting efficiency and a smoother experience for everyone.

If you’re looking for a HR Case management solution to manage HR requests and enhance employee experience, explore Sunrise Software’s HR Case Management today!