Self-Service: How to prepare for employee roll-out

There is a huge percentage of adults who are already using self-service functionality in their regular life: online shopping, social media, ordering dinner, booking flights, etc. So, why not bring these same concepts into their work life?


Self-service can be valuable for everyone in the organisation. It allows HR to focus on more than just the admin, mangers to have a clear view of their teams, and employees to access their own personal records and request holidays. Above all, it allows employees to answer their own questions.

We know there are loads of benefits to implementing a self-service-ready HR system, but there’s still a chance of resistance amongst the masses. Here are a few quick tips to make sure that your self-service roll out goes smoothly.

Make a plan

Dependent on the modules you choose, your new HR system will have a diverse range of self-service functionality. Decide which functionality to start with and how you will grow from there.

For example, you may want to begin by giving employees access to their contact profiles to allow them to make any necessary changes. After they’re comfortable logging in and moving around the system, introduce them to the Absence module and allow them to log sick days and book holidays. Then, add workspaces to the HR portal to make sure everyone is engaged.

Identify influencers

Which people in the company will be able to help you convince the masses? Identify the influencers in your organisation (not just the managers!) and make sure that they are clear on the benefits of self-service. If they’re in-line with the objectives and benefits of the new approach from the beginning, they will be able to help you spread the word and answer questions.

You could even pilot the new software to a group of employees, to make sure any kinks are dealt with and you know where some employees may need extra training.

Clarify the benefits

There will be a host of benefits and new functionality that will be available for your employees. Announce the benefits, for example, the ability to book annual leave online (or on a smartphone), engage with colleagues via the HR portal, easily view your team calendar and who’s out of the office or check the latest employee handbook.

If your employees and managers know that this HR software functionality is for their benefit, they’ll find it easier to connect and be more likely to use it. To make sure your announcement is heard loud and clear, you could send it in an email or discuss it at a company-wide meeting.

Make it easy

Although HR software solutions like Cezanne HR aren’t difficult to use, you may have some resistance from employees who are nervous about using something new or are not comfortable with technology. Consider allowing your employees to use Single Sign-On and starting them off with a short training class (and/or handout) to help employees get the gist of what they’ll be using the new system for and how to complete them easily.


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