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Webinar
Tabcorp: Transforming HR Processes with No-Code Automation
Watch how this HR team used Checkbox to automate 700 employee contract and letter changes, integrating DocuSign, ATS, dashboards, and saving hours with no code.
- 00:04 Intro & guests (Aditi, Jenna, Corinne)
- 00:45 Jenna role: talent & ops; focus on candidate/employee experience
- 01:19 Corinne role: P&C ops; contracts & letters → path to Checkbox
- 01:50 Admin: how to use Q&A
- 02:27 Context: reorg needing ~700 employee changes (contracts/letters)
- 03:07 Challenges: short timeline, QA/accuracy, BAU load, complex templates
- 03:45 Goal: protect employee experience; reduce errors & overwhelm
- 04:22 Finding Checkbox: end-to-end, timestamps, reporting, comments
- 04:55 Integrations: DocuSign + export to ATS (PageUp)
- 05:31 Buying/IT: standalone app, SSO; simple security signoff
- 06:07 Business case: 15 min/contract → ~6 min; big hours saved
- 07:15 Build phase: Corinne owns app build
- 07:48 Feb kickoff; dummy app; 4 weeks to go-live
- 08:19 Breaking templates into clauses; DocuSign integration
- 08:56 Timeline recap: Jan → license; Feb → POC; mid-Mar → live (250 contracts)
- 09:26 Pre-Checkbox template: 30+ pages, highlights, manual rules
- 09:59 Pain: teaching, error-prone, email peer review, manual DocuSign setup
- 11:02 Manual end-to-end ≈30 min; need bulk generation
- 11:31 Bulk gen via spreadsheet upload
- 12:00 Two apps: new contracts + redundancies
- 12:36 Differences: contract app larger; letters simpler
- 13:37 No technical background; initial doubts
- 14:06 Support & learning: curly-brace templating; resources; salary calc conversion
- 14:36 Studio overview: forms, logic, comp tables
- 15:06 After POC: team owns ~30+ templates
- 15:38 BAU rollout: 20+ contract & 20+ letter templates; training
- 16:11 Post-deploy analytics dashboards
- 16:48 SLA reporting by business unit
- 17:19 SLA target: 48h to execute (aiming for 24h)
- 18:25 New forms experience: dynamic Q&A → generated letter preview
- 19:19 Peer-review checklist; feedback loop; audit trail
- 20:18 Send for DocuSign: auto recipients & fields from template
- 21:25 Change mgmt: easy training; PNC-only access; same employee signing flow
- 21:54 Recruiter notification on manager sign → faster follow-ups
- 22:52 Advice: hunt for automation; reduce manual HR work
- 24:12 Advice: simplify & deeply know your templates
- 25:26 Finding time: necessity (700 changes) + easy implementation; review processes
- 26:41 Where Checkbox fits: HRMS (Oracle) lacked this; PageUp merge ≠ full automation
- 27:56 Onboarding today (Embordir/Enboarder); future opportunities
- 29:12 Could business raise requests & approvals in-app? Yes (design choice)
- 30:46 Pre-automation considerations: resourcing vs process complexity; review first
- 32:07 How many templates? 21 contracts + 22 letters; ongoing updates (e.g., super 10.5%)
- 33:15 App architecture & licensing: flexible template organization
- 34:20 Iteration: frequent versions; quick edits & publish
- 35:17 Coming soon: edit templates directly in platform
- 36:27 Integrations with payroll (Oracle)? Capability via API; not on their version yet
- 37:32 Integration breadth: REST; native (DocuSign, Adobe, Zakia/LawVu, Salesforce upcoming)
- 38:15 Final thoughts: better employee experience; push to 24-hour contracts
- 38:49 Tip: do a demo/POC with your current “as-is”
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