Role-Based Programme
RB0758

Zapier for Human Resources

Automate Recruitment, Onboarding & People Operations

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Zapier to automate repetitive HR workflows across recruitment, onboarding, employee operations, learning, and engagement.
  • Connect HRIS, recruitment, forms, email, calendars, spreadsheets, and collaboration applications to reduce manual coordination.
  • Create workflows for candidate handling, onboarding tasks, employee requests, approvals, reminders, and HR follow-ups.
  • Apply AI-assisted processing to summarise, classify, extract, and organise HR information.
  • Apply privacy, validation, bias awareness, approval, and human-judgement controls to employee-related automation.

Tools covered

Zapier ZapsZapier FormsZapier TablesTriggers & ActionsFiltersPathsSchedule & DelayFormatterWebhooksAI by ZapierHuman-in-the-Loop Controls

Who should attend

  • HR Managers
  • HR Operations Professionals
  • HR Business Partners
  • Talent Acquisition Professionals
  • Recruitment Professionals
  • Learning & Development Professionals
  • Talent Management Professionals
  • Employee Experience Professionals
  • HR Shared Services Professionals
  • HRIS Professionals
  • People Operations Professionals
  • HR Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of HR processes and employee-lifecycle activities
  • Familiarity with recruitment, onboarding, HR operations, learning, or employee-service workflows
  • Basic awareness of HRIS, recruitment systems, forms, email, calendars, or collaboration platforms
  • No programming expertise required
  • Basic understanding of workflow logic is helpful
  • No previous Zapier experience required

TOC Modules

Concepts
  • Understanding Zaps, triggers, actions, connected applications, and workflow execution
  • Identifying repetitive HR activities suitable for automation
  • Understanding event-driven, scheduled, and request-based HR workflows
  • Recognising people decisions that must remain human-led
Practical activities
  • Exploring Zapier through a sample HR workflow
  • Building a basic Employee Event → Action → Notification Zap
  • Reviewing workflow execution and transferred HR information

Scenarios

Candidate Application to Interview Coordination

Candidate Application → Zapier → Data Validation → Recruitment Routing → Recruiter Review → Interview Task → Candidate Status Update → Follow-Up

Participants automate repetitive recruitment coordination while keeping candidate assessment and hiring decisions with authorised HR and business stakeholders.

New Hire to Structured Onboarding

Offer Accepted → Zapier → Employee Data Capture → HR / IT / Manager Tasks → Document Tracking → Welcome Communication → Completion Monitoring

Participants build a connected onboarding workflow that reduces manual follow-up and improves visibility across HR, manager, IT, and employee activities.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.