Tabcorp: Transforming HR Processes with No-Code Automation

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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