Role-Based Programme
RB0759

Zapier for Human Resources

Automate Recruitment, Employee Operations & HR Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in designing Zapier automation for recruitment, onboarding, employee services, and recurring HR operations.
  • Automate candidate intake, employee requests, approvals, reminders, HRIS updates, and cross-functional handoffs.
  • Connect ATS, HRIS, forms, calendars, email, collaboration, and other business applications through structured workflows.
  • Apply conditional routing, AI-assisted information processing, human approvals, and scheduled automation to HR activities.
  • Build controlled HR Event → Validate → Review → Process → Notify → Track → Close workflows while preserving human judgement for people-related decisions.

Tools covered

Zapier ZapsZapier FormsZapier TablesFiltersPathsHuman in the LoopSchedule by ZapierDelayWebhooks by ZapierAI by ZapierBambooHRWorkdayGreenhouseEmail & Collaboration Integrations

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of HR processes and employee lifecycle activities
  • Familiarity with recruitment, onboarding, employee records, leave, or HR-service workflows
  • Basic knowledge of spreadsheets, forms, email, calendars, and HR applications
  • General awareness of HRIS or ATS platforms is helpful
  • Basic understanding of APIs or workflow automation is beneficial
  • No advanced programming expertise required
  • No previous Zapier course completion required

TOC Modules

Concepts
  • Understanding triggers, actions, multi-step Zaps, tasks, and workflow execution
  • Identifying repetitive HR activities suitable for automation
  • Understanding event-driven, scheduled, and approval-controlled HR workflows
  • Distinguishing administrative automation from professional people decisions
Practical activities
  • Building a multi-step HR workflow
  • Mapping HR Event → Validation → Action → Notification → Record
  • Identifying appropriate automation and human-review checkpoints

Scenarios

Candidate Hire to Employee Onboarding

Greenhouse Candidate Hired → Zapier → HR Record → BambooHR / Workday → Manager Notification → IT & Administration Tasks → Orientation Schedule → Completion Tracking

Participants automate the administrative handoff from recruitment to onboarding while keeping candidate selection, employment terms, and other hiring decisions with authorised HR and business stakeholders.

Employee HR Request to Controlled Resolution

Zapier Form → Request Validation → Category / Priority Routing → HR or Manager Approval → HRIS Update → Employee Notification → Status Tracking

Participants create an employee-service workflow that reduces manual coordination while preserving human review for policy interpretation, exceptions, and consequential employee decisions.

## Current Capability Reference

Zapier currently maintains dedicated HR integrations for platforms including **BambooHR, Workday, Greenhouse, and BrightHire**. Greenhouse workflows can trigger when new applications are submitted or candidates are hired, while BambooHR can trigger workflows around events such as employees starting or requesting time off.

Zapier's current **BambooHR–Workday** integration supports HR workflow actions such as responding to employee and time-off events, creating pre-hires, and initiating employee-related processes across the two platforms.

**Zapier Forms** can collect employee or HR-service information and immediately trigger workflows, while **Paths** can route records to different downstream actions based on defined business rules.

For controlled HR workflows, **Human in the Loop** can pause a Zap for a person to review information, provide additional data, or approve the next step before processing continues. This is particularly relevant where automation supports an HR process but should not independently make consequential people decisions.

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