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human-resources/registry/workflows/workflow.hr.automation-roadmap.md
tegwick 3fd3b4500b feat(registry): scaffold HR workflow registry with assessment loop
Add workflow entries for INTENT assessment and automation-roadmap phases,
workflows.yaml index, assessment-loop stages, and capability.hr.workflow-catalog
for reuse-surface federation. Completes HUMAN-WP-0002.
2026-06-24 15:25:45 +02:00

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---
id: workflow.hr.automation-roadmap
name: HR Automation Roadmap
summary: Prioritize high-impact repetitive HR tasks for intelligent automation while preserving human-led strategic and relational work.
owner: human-resources
status: draft
domain: consumer
intent_phase: automation-roadmap
tags:
- automation
- roadmap
- prioritization
- planning
assessment:
stage: inventory
last_reviewed: "2026-06-24"
blockers:
- Depends on workflow.hr.current-state-assessment reaching automation_potential stage
notes:
- Initial scaffold entry; candidate list seeded from INTENT automation guidance.
lifecycle:
depends_on:
- workflow.hr.current-state-assessment
precedes: []
supports: []
scope:
includes:
- prioritizing automation candidates by impact, effort, and risk
- defining human-in-the-loop boundaries per candidate
- sequencing rollout (start small, expand with feedback)
excludes:
- building or deploying HRIS/payroll products
- replacing coaching, complex dispute resolution, or culture-building
actors:
- HR operators and people-ops leads
- engineering/automation agents (future implementation)
- custodian agents (workplan and registry coordination)
inputs:
- current-state assessment outputs (process maps, pain points)
- INTENT automation best practices (high-impact repetitive tasks first)
- compliance and data-security constraints
outputs:
- ranked automation backlog with rationale
- per-candidate human-touch boundaries
- phased rollout plan with feedback/ROI review hooks
metrics_hooks:
- manual-touch reduction target per candidate (TBD)
- cycle-time reduction target per candidate (TBD)
- employee self-service adoption (TBD)
---
# HR Automation Roadmap
## Overview
Second INTENT phase: turn assessment findings into a sequenced automation plan.
Automation amplifies efficiency; strategic and relational HR work stays
human-led per INTENT.
## Candidate seed list
From INTENT automation guidance—validate against current-state inventory:
| Candidate | Typical impact | Human touch retained |
|-----------|----------------|----------------------|
| Onboarding paperwork & checklist routing | High volume, repetitive | Culture immersion, manager intro |
| Leave and absence requests | Self-service friendly | Complex cases, accommodations |
| Benefits enrollment reminders | Seasonal, rule-based | Plan design, exceptions |
| Compliance tracking & audit prep | Error reduction | Investigations, judgment calls |
| Basic HR reporting | Time savings | Interpretation, strategy |
| Payroll-adjacent data validation | Accuracy | Compensation design (out of scope for product build) |
## Prioritization rubric
Score each candidate (15) on:
1. **Volume** — how often the task runs
2. **Repetition** — rule-bound vs judgment-heavy
3. **Pain** — current friction from assessment
4. **Risk** — compliance/privacy exposure if automated poorly
5. **Readiness** — data, tools, and policy clarity available
Prefer high `(volume + repetition + pain) / risk` with readiness ≥ 3.
## Assessment loop position
Blocked at **`inventory`** until current-state assessment advances to
`automation_potential`. See `registry/assessment-loop.md`.
### Next steps
1. Import validated candidates from current-state assessment.
2. Apply prioritization rubric; produce ranked backlog.
3. Define phase-1 pilot (single candidate, clear ROI metric).
4. Advance to `automation_potential` when backlog is ranked and bounded.
## INTENT linkage
> *"…current-state assessment, **automation roadmap**, metrics framework,
> specific workflows…"* — `INTENT.md`
> *"Automation excels at admin (payroll, benefits enrollment, compliance
> tracking, basic reporting) but strategic/relational elements remain
> human-led."* — `INTENT.md` background