Streamlining HR File Process Migration by Using RPA Automation

The Data Migration Challenge

As a leading HR and talent management solutions provider, our client faced a significant challenge in managing and processing a large volume of tax files from a payroll and HR website to an HRIS software. The manual process of downloading, sorting, and validating these files was not only time-consuming but also prone to human errors and required individual downloads and uploads for each employee across multiple years. The HR team spent approximately 1.5 years completing this task, leading to inefficiencies and delays in HR data management.


Implementing Robotic Process Automation (RPA) to streamline the file migration process. The RPA bot was programmed to automatically log into the website, retrieve tax files from the respective website, and then upload them to the corresponding employee profiles on HRIS.

The RPA Process Flow

  • Automated Data Retrieval: The RPA bot will log into the respective website, navigate through each client’s records, and download tax files.
  • Data Organization: The bot will consolidate data into a single Excel file, merge relevant data, and save tax files as separate PDF files.
  • Naming Convention: The bot will rename files following a predefined format, ensuring consistency and easy identification.
  • Data Import: The RPA bot will log into HRIS and import the consolidated tax files into the appropriate forms.
  • File Storage: The tax files will be stored in the App server under specific Client/Assets folders.
  • Access Enablement: A script will be executed per employee to enable access to tax files in HRIS.

Benefits of Automation

The implementation of RPA has been a game-changer for our client, resulting in a remarkable 99.2% reduction in processing time. The HR file management process that once took 1.5 years to complete can now be done in just 12 days, freeing up valuable time for the HR team to focus on more strategic initiatives.

The RPA solution eliminated manual errors, ensuring data accuracy and compliance. This significantly reduced the risk of financial penalties or compliance issues related to incorrect employee tax information.

By automating the file management process, the HR team experienced a substantial increase in productivity and efficiency. The streamlined process enabled the HR team to manage HR data more effectively and make faster, data-driven decisions.

The HR team’s job satisfaction also improved as they were freed from repetitive, manual tasks. They could now focus on higher-value activities, such as employee engagement, talent development, and strategic workforce planning.


With the successful implementation of RPA in HR file management, our client has achieved exceptional operational efficiency and accuracy. The RPA-powered automation has transformed the HR team’s workflow, enabling them to deliver faster, more accurate results while saving valuable time and resources.

As a result, the HR team can now focus on elevating the employee experience, making data-driven decisions, and driving the organization’s success with greater confidence. The success of RPA in HR file management has positioned our client as a pioneer in leveraging technology to streamline critical HR processes and elevate HR excellence.