Case study
RPA Streamlined Finance and HR Functions for a Global Infrastructure Giant
01
Overview
Duration
11 Months
Services
- RPA services
Tech used
- UiPath Automation
- Excel
- ERP (Infor)
Transforming Payroll Management with RPA Automation
The client, a billion-dollar multinational corporation with a strong presence in technology, engineering, construction, manufacturing, and financial services, sought to modernize and automate their payroll process to handle the vast volume of transactions more efficiently. With two departments—Finance and HR—using three desktop applications to manage structured payroll data, the process was time-consuming and prone to errors. The predetermined rules and data structure made it ideal for automation, leading the client to explore Robotic Process Automation (RPA) as a solution.
Sedin’s team of RPA specialists and consultants worked closely with the client to analyze their payroll workflows. We examined each step in detail to understand the best way to introduce automation. Through this comprehensive process review, we identified key stages that could benefit from RPA, focusing on high-volume, repetitive tasks with long handling times and significant error risk. The findings revealed a tremendous opportunity to improve payroll processing accuracy and speed by leveraging RPA, ultimately reducing manual intervention and human error.
The client’s mission to build stronger, empowered, and sustainable operations aligned perfectly with the goal of streamlining their payroll process. Sedin’s RPA solution empowered the HR and Finance teams to operate more efficiently, allowing them to focus on higher-value activities while RPA bots took care of the repetitive, manual tasks. This automation not only increased payroll processing speed but also ensured enhanced accuracy across the board.
What we anticipated along the journey
The client, with a vast footprint across various industries, faced significant challenges in managing its payroll and associated processes due to its growing workforce and complex, multifaceted operations. With employees across numerous international offices, the HR and Finance departments were responsible for overseeing crucial functions such as talent acquisition, employee lifecycle management, bookkeeping, and budgeting.
Each of these processes involved repetitive, time-consuming tasks that were critical not only for operational efficiency but also for maintaining high employee satisfaction and ensuring accurate financial management. The sheer scale of the organization posed a major obstacle. The HR team struggled with handling an immense volume of transactions daily, ranging from payroll disbursements to tax filings, across diverse geographical locations. These processes were spread over multiple platforms and systems, creating bottlenecks and inefficiencies.
The manual effort required to process payroll was enormous, leading to frequent delays, errors, and an increased risk of compliance issues—something that could severely impact employee trust and satisfaction. Additionally, the finance department faced its own set of hurdles with tasks such as budgeting and forecasting, which were often delayed or error-prone due to the high volume of transactions. Given the complexity of the payroll system and the need for accuracy in tax management, it became evident that the existing manual processes could no longer keep up with the growing demands of the business. They needed a robust solution to automate these tasks, reduce errors & ensure faster processing to support its global operations.
In-depth Analysis of Payroll Process Optimization
We initiated a comprehensive research phase to gain a deep understanding of the existing payroll processes. Our team meticulously studied the workflows, identifying the bottlenecks and manual-intensive tasks that slowed down the system. The primary challenge lay in the complex verification process, where any discrepancies or errors in employee dues could lead to serious financial consequences and compliance risks.
Given the importance of accuracy in payroll, our goal was to reduce human error and significantly improve the speed of processing without compromising compliance. During this phase, we worked closely with the client’s HR and finance teams to ensure that every step in the payroll process was thoroughly understood. Our team delved into the business rules and tax regulations that governed the payroll system, recognizing that these rules were critical to ensuring proper employee compensation and avoiding costly mistakes. The goal was to embed these complex rules into the RPA solution, so the bots could process payroll data independently and with complete accuracy.
A Tailored RPA Solution for Streamlined Payroll Processing
After analyzing the payroll system and understanding the regulatory requirements, we designed an RPA solution that would automate key tasks. The solution embedded the necessary business rules, which were programmed directly into the bot’s logic. This allowed the bot to handle high-volume payroll processing tasks—ensuring that each employee record was processed with 100% compliance to the set rules.
As a result, the automation boosted processing speed by 95%, while reducing the possibility of errors to nearly zero. This research-driven approach not only ensured efficient payroll processing but also guaranteed that all steps were followed meticulously, ensuring both employee satisfaction and regulatory compliance at all times.
The automated payroll solution began by extracting and downloading email attachments from various clients and departments, saving countless hours spent on this repetitive task. The bot would then perform detailed calculations and create pivot tables in Excel, consolidating the necessary data for payroll and tax calculations.
What once required manual intervention at each step was now executed swiftly by the bot, handling multiple employee records simultaneously with consistent accuracy. The final output—detailed reports and data sheets—was automatically updated in the ERP system (Infor), in the required format, ensuring that everything was stored correctly and ready for further processing.
The solution’s benefits weren’t just in speed but in the reduction of human errors. Since the bot meticulously followed the predefined business rules and regulatory guidelines, it eliminated the risk of costly mistakes and compliance failures. By automating the payroll process in this way, the client was able to reduce manual effort, improve the accuracy of payroll calculations, and ultimately enhance operational efficiency.
The solution provided complete transparency, with real-time tracking and updates, ensuring that all payroll-related tasks were executed smoothly and on time—giving both HR and Finance teams more time to focus on strategic, value-driven activities.
Empowering the client to make informed decisions for their business
The implementation of RPA in the client’s payroll process has delivered impressive results, fundamentally transforming how the organization operates. With 75% of the previously manual effort now automated, the client has seen a dramatic improvement in efficiency, freeing up valuable time for HR and Finance teams to focus on more strategic activities.
The return on investment (ROI) was realized in just five months, underscoring the immediate impact of RPA on productivity. The bot’s ability to process payroll data with precision has virtually eliminated errors, reducing the error rate to 0%. This significant improvement has not only ensured compliance but also helped mitigate the risks associated with human error, offering peace of mind to the client.
With the reduction of manual effort to just 25%, the organization has also realized faster processing times, cutting the payroll processing duration by 65%. These gains have led to quicker turnaround times and improved employee satisfaction with timely, accurate paychecks.
In addition to speed and accuracy, RPA has driven standardization across the payroll process. By following consistent, predefined business rules, the solution has improved the quality of payroll operations, ensuring flawless execution every time. With a zero-error rate and optimized workflows, the client is now better equipped to handle payroll processing at scale, positioning them for long-term success and operational excellence.