HR Talent bulk document upload

Overview

In modern HRT applications, managing large volumes of documents, such as employee records, contracts, onboarding forms, is often a time-consuming and error-prone manual task. HR teams frequently need to upload multiple documents for numerous employees in a single batch, which involves repetitive steps such as logging into the system, navigating to the document upload section, and selecting/uploading each file.

This manual process is inefficient, and it exposes the organization to the risk of human error, document misplacement, and delays in processing. Automating the document upload process can streamline operations, improve accuracy, and free up HR staff to focus on more value-added tasks.

Expected Benefits

  • Speed: The RPA bot can process thousands of documents within minutes, far faster than manual uploads.
  • Error Reduction: With automated document selection and upload, the chances of human error are minimized.
  • Consistency: Every document is uploaded according to a standardized, repeatable process, reducing inconsistencies.
  • Exceptional handling: RPA logs each action, providing an audit trail for monitoring and troubleshooting.

Troubleshooting

Common Errors:

  • Files formats other than pdf, jpeg, and png are not supported
  • Missing employee name in document
  • No Employee details found in HRT matching the employee name from the document
  • Duplicate employees found in HRT
  • Upload errors such as Unable to upload duplicate documents

Solution: For any errors with document uploads the reason for failure is logged in ExceptionHandling, and the document is moved to the Exception Folder. To resolve the errors, use these steps:

  1. Review the logged error to identify the cause of the failure.
  2. Correct the issue, for example adjust file format, update employee details, resolve duplicates.
  3. When the issue is fixed, re-upload the document to the application by placing the document in the InputFile Folder