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Information Technology and Software · Business automation and RPA companies

HR for Business Automation and RPA Companies: Bot Developers, Process Analysts and Client Support

An RPA firm builds software robots that take over repetitive office tasks for clients. Here is how to manage the analysts, developers and support staff who must understand a client's work before they can automate it.

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A business automation or RPA company studies how a client's staff do repeated tasks, such as entering invoices or reconciling reports, and builds software robots to do them. The firm is staffed by business analysts who map the process, developers who build and test the bots, support engineers who watch them after launch, and project managers who deal with the client. People often spend weeks at client offices, learning someone else's rules, and then support bots that break whenever the client changes a screen. Staff must be part analyst, part coder and part diplomat, because the people whose work is being automated may feel threatened. That mix is hard to hire, hard to grade and easy to lose to larger firms. See also HR for IT and software.

  1. Plan
  2. Hire
  3. Onboard
  4. Manage
  5. Develop
  6. Perform
  7. Engage
  8. Retain
  9. Exit
  10. Improve

When HR is weak in business automation and RPA companies, you may see

  • Analysts and developers see the work differently
  • Support never ends after go-live
  • Staff sit at client sites for weeks
  • Certifications drive pay and exits
  • Client staff fear being replaced
  • Bot knowledge sits with the builder
  • Project end brings a gap
  • Pre-sales promises outrun delivery

These are the places the people side of this kind of business tends to give way. The rest of this page works through them.

Who does the work in business automation and RPA companies

HR here has to work for each of these groups, not only the office. The set-up below is written with all of them in mind.

  • Process analysts
  • RPA developers
  • Solution architects
  • Testers and quality analysts
  • Bot support and monitoring engineers
  • Project and delivery managers
  • Client success executives

Roles we help you hire in business automation and RPA companies

GullyHR runs talent acquisition for permanent roles in business automation and RPA companies. For each role we agree the job description with you, find and screen candidates against it, and support the offer through to joining. Tell us the role and the number of people, and we start there.

We recruit permanent employees. We do not supply contract or temporary staff.

We set up the interview and hiring process for business automation and RPA companies

Every business interviews, but few have a written process that works the same way for every role and every interviewer. GullyHR designs yours, from the role brief to the offer, trains your managers to run it, and can run it for you on the roles you hand us.

  1. 1. Role brief and scorecard

    We agree what the role must deliver, the must-have and nice-to-have skills, and how each will be scored.

  2. 2. Stages and sequence

    Screening call, assessment, interview rounds and decision points, sized to the role and the number of people you hire.

  3. 3. Question bank and scoring

    Structured questions for each role family and a rating guide, so two interviewers judge the same answer the same way.

  4. 4. Interviewer readiness

    A short briefing for your managers on what to ask, what to avoid and how to give a clear yes or no.

  5. 5. Offer and follow-up

    Who approves, how the offer is made, and how candidates are kept informed from first call to joining.

Where HR strains in business automation and RPA companies

  • Analysts and developers see the work differently

    Analysts promise what the client wants, developers find it hard to build, and the gap shows up late in the project.

  • Support never ends after go-live

    Bots break when client screens or rules change, so support engineers face alerts at odd hours with no clear rota.

  • Staff sit at client sites for weeks

    They work under the client's rules and out of sight of their own manager, so appraisal and welfare are easily missed.

  • Certifications drive pay and exits

    Staff with vendor certificates are quickly poached, while others feel their experience is not counted.

  • Client staff fear being replaced

    Analysts hear resistance during process study, and without guidance they handle it badly or take it personally.

  • Bot knowledge sits with the builder

    If the developer leaves, nobody else understands how a particular bot behaves or why it was built that way.

  • Project end brings a gap

    When a build finishes, people wait to be placed on the next client, and idle bench time weakens morale.

  • Pre-sales promises outrun delivery

    Sales staff commit dates and scope that the team then has to meet, leading to overtime and blame.

HR topics for business automation and RPA companies

Start with the topics that matter most here: Organisation Design; Learning and Development; HR Technology and Automation. Then work through the rest. Each topic is written for information technology and software, not in general.

Organisation Design

Structure, reporting lines and who is allowed to decide what.

Learning and Development

Training planned from need rather than from the calendar.

HR Technology and Automation

Records that survive people, and approvals that do not queue.

HR Strategy and Workforce Planning

How many people, in which roles, by when — and what they will cost.

Recruitment and Talent Acquisition

Requisition to joining, the same way every time.

Onboarding and Probation

A first day that is the same for the fifth joiner as the first.

Employee Administration

Records, attendance, leave and the day-to-day HR that must simply work.

Compensation, Payroll and Benefits

Salary structure, payroll inputs and a month that closes on time.

Performance Management

Goals, reviews and ratings that hold up in a conversation.

Career and Succession Management

Named backups for the roles that cannot be vacant.

Employee Engagement and Experience

Communication, recognition and the conditions people actually work in.

Employee Relations

Two routes — one for complaints, one for conduct — kept separate.

Policies, Compliance and Governance

Policies a manager can apply, and obligations with owners and dates.

Health, Safety and Wellbeing

Induction, records, incident reporting and follow-through.

Retention and Attrition Management

Who leaves, when, why — and which of them mattered.

Exit and Alumni Management

Resignation to relieving letter, in a defined order.

HR Analytics and Management Reporting

A short monthly pack management actually reads.

HR Operations and Governance

An HR function that runs the same way every month.

What a working HR set-up looks like

The pieces a business automation and RPA companies business puts in place, in an order that makes each easier. Open any card for the detail.

Document every bot and process

A standard design note and run book for each bot, stored centrally, so another person can support it.

What this covers

A standard design note and run book for each bot, stored centrally, so another person can support it. See the HR documentation process for keeping such records current.

Create a support rota with fair cover

Named on-call people, a clear allowance and handover notes, using the attendance and shift process.

What this covers

Named on-call people, a clear allowance and handover notes, using the attendance and shift process.

Plan client-site working

A visit checklist, regular check-ins from the firm's manager and a clear route to raise a client-site concern.

What this covers

A visit checklist, regular check-ins from the firm's manager and a clear route to raise a client-site concern.

Grade analysts, developers and support separately

Different ladders and expectations for each, so a good analyst is not forced into coding to progress.

What this covers

Different ladders and expectations for each, so a good analyst is not forced into coding to progress.

Plan the bench time

Use gaps between projects for training, internal tools and certification, so waiting time adds skill.

What this covers

Use gaps between projects for training, internal tools and certification, so waiting time adds skill. The learning and development process can structure this.

Make pre-sales and delivery sit together

A scoping review with the delivery lead before any date or price is promised.

What this covers

A scoping review with the delivery lead before any date or price is promised.

Start by checking where you stand

Before changing anything, find out what is true today. These checks take an afternoon and tell you which of the topics above to start with.

Share your requirements
  • List which bots only one developer understands.
  • Check who is on call this week and whether they know it.
  • Ask one consultant at a client site how often their manager has spoken to them.
  • Review the last go-live and ask what pre-sales promised that delivery had to absorb.
  • Count how many staff are currently without a project and what they are doing.
  • Ask analysts how they handle client staff who resist the change.
  • Confirm with a qualified professional the employment rules that apply to staff you send to client sites.

Confirm with a qualified professional. What applies to you depends on your business, your state and your arrangements, and it changes. This page describes practice. It does not state a legal position.

How GullyHR helps

The services below fit this kind of business best. Each starts by recording where you stand, and every later report compares against that. We do not promise outcomes.

Start with a free conversation, or see the paid HR Diagnostic.

Our HR transformation approach

  1. 1

    Assess

    Understand the business, its workforce, current processes and HR challenges.

  2. 2

    Identify gaps

    Find the missing, weak, inconsistent or person-dependent processes.

  3. 3

    Design

    Create the structure, processes, policies, SOPs, dashboards and systems needed.

  4. 4

    Implement

    Help HR and department managers actually adopt the new system.

  5. 5

    Automate

    Digitise repetitive and approval-based workflows where it is worth doing.

  6. 6

    Measure

    Track hiring, attendance, employee cost, performance, training and attrition.

  7. 7

    Improve

    Strengthen the people-management system continuously, not once.

Blogs worth reading first

From the GullyHR blog: one on HR in information technology and software, and one on each of the topics this page points to.

More on the GullyHR blog.

Questions owners ask

Keep regular contact with their own manager, collect feedback from the client lead and set clear targets. Make sure they know how to raise concerns without going through the client.

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