Putting a Human (Resources) Face on ERM: Leveraging HR Software
One of the key benefits of enterprise request management (ERM) is that it leverages in-place software systems. In simple terms, instead of forcing you to throw out the departmental software applications you’ve already invested significant time and money in, it makes those investments more valuable.
One example is in human resources (HR). In the ERM approach, a single intuitive request portal serves as a single point of entry to everything employees may need from HR, including:
- Scheduling vacation or PTO time;
- Reporting travel or other business expenses (if not processed directly through Accounting);
- Changing 401K investment allocations;
- Reporting a name change (e.g., due to marriage or divorce);
- Choosing a health plan during open enrollment; and/or
- Changing payroll options (e.g, 401K contribution percentage or number of exemptions).
Managers and executives can also use the portal for employment-change actions like promotions, pay increases, or terminations, or even for complex processes like new employee onboarding.
Couldn’t the same capabilities be providing through an organization’s existing intranet software? Perhaps, but only if all of the following questions can be answered affirmatively:
- Does the software interface with all necessary systems (HRMS, payroll service, accounting, IT, etc.)?
- Does it support single sign-on?
- Can if pre-populate fields with “known” information (e.g., name, phone number, email address, title, etc.) based on user login?
- Can it validate all data input (e.g., correct number of digits in a phone number or format of a date)?
- Can it dynamically change the options/questions displayed based on who the user is or answers to previous questions?
- Can it not only permit users to submit requests, but also to check on the status of pending requests, at any time from any device?
A true ERM portal application can do all of this and more. But most importantly, it can communicate with and between in-place management and control systems to leverage technology investments companies have already made. It supports a technology strategy of evolution not revolution, making it both budget- and employee-friendly.