HR
25 articles for HR teams.
- HR operations in Harriet
How HR teams use Harriet for day-to-day employee support and admin tasks.
- Working with tickets
Create tickets, follow threads, and keep employee requests organized.
- How do we organise knowledge so employees get clearer answers?
Structure the Knowledge Base around employee questions, owners, and plain language so Harriet cites the right material.
- How do we publish different policies for different countries or teams?
Publish separate knowledge documents with the right groups and geography metadata for each audience.
- How do we support managers who occasionally need another region's policy?
Give managers who need global context membership in a narrow group that can see reference documents without opening them to all staff.
- How do we use employee profiles to personalise answers without overexposing data?
Personalisation comes from HRIS-backed attributes and roles—balance helpful defaults with least data exposure.
- How do we use tickets when Harriet cannot fully resolve an issue?
Open a ticket for human follow-up, escalations, or anything that needs a tracked thread beyond a chat answer.
- How do we spot gaps in our knowledge base from recurring questions?
Review tickets, chat themes, and search misses to decide what to publish next in the Knowledge Base.
- Beginner's guide to workflows: building a new starter onboarding flow
A step-by-step introduction to building a real workflow—using new starter onboarding to cover triggers, authoring agent steps, assigning skills, reaching out to stakeholders, and pausing for replies.
- How do we design manager-safe analytics queries?
Keep workforce questions scoped, aggregated, and aligned with what managers are allowed to know about their teams.
- What workflows are available and where do I find them?
Harriet workflows are configured by your team—there are no locked-in templates, but common patterns for onboarding, leave, and data collection are straightforward to set up.
- What triggers a workflow to start?
Workflows can be started by a new ticket, a chat request, a scheduled time, or a webhook from an external system—choose the trigger that fits your process.
- How do we use workflows for repeatable HR and IT processes?
Workflows automate multi-step tasks with triggers, agent steps, and optional human checkpoints—separate from ad-hoc chat.
- How do approvals work in workflows?
Some workflow actions pause until an approver confirms them—often on the linked ticket—then the run continues automatically.
- How do workflows interact with tickets?
A ticket can trigger workflows, host approvals, and collect replies that resume a paused run—without duplicate noise loops.
- When does Harriet create a ticket for a workflow, and when does it not?
Running a workflow from chat may create a support ticket by default; many other triggers reuse an existing ticket or run without one.
- How do waiting steps work in workflows?
Workflows can pause for approvals, ticket replies, external replies, scheduled time, or sub-tasks—each resumes automatically when its condition is met.
- How do we design a workflow that pauses for information and then resumes cleanly?
Combine clear questions, ticket threading, and explicit resume behavior so pauses feel predictable to employees and HR.
- When should I use a single-step agent workflow instead of the canvas editor?
Start with one configurable agent step when plain-language instructions and skills are enough; open Advanced mode (canvas editor) when you need multiple separate automated phases or branching. Delegation runs one conversation at a time.
- How does the AI agent step work in a workflow?
The configurable agent step runs an AI agent inside a workflow—you write plain-language instructions, assign skills, and the agent completes the task, pausing where it needs human input.
- How do I collect information from employees or contacts via Slack or email?
Use the data-gathering agent step to have Harriet reach out by Slack DM or email, ask follow-up questions, and return a structured summary when the conversation is complete.
- How do complex workflows delegate tasks to other agents?
A workflow agent can hand off a bounded sub-task to a specialist sub-agent, wait for it to complete, and use the results to continue—enabling sophisticated multi-step automation without losing oversight.
- How do I run a workflow on a recurring schedule?
Scheduled workflows run automatically at set times—useful for regular reports, proactive reminders, and recurring compliance checks.
- How does a workflow agent remember what happened in previous steps?
Workflow agents maintain full conversation history within a run, so context from earlier steps is always available when the workflow resumes after any pause.
- How do I design a complex multi-step workflow?
Complex workflows combine a trigger, one or more agent steps with skills, pause mechanisms for human input, and clear error paths—designed in layers and tested before going live.