Employees can complete basic HR support tasks conversationally, right where they spend the majority of their time, on Slack or their Employee Portal, without having to file tickets, search through policy documents, or rotate chairs between several systems. This AI agent is based on company data, knowledge articles, and policies, and it connects with leading HRIS and HCM systems, allowing employees to:
Gain personalized answers: Agentforce personalizes its responses to each employee depending on employee information and company policies. For example, suppose an employee inquires, “Am I eligible for a Gold corporate card?” Agentforce can evaluate eligibility based on the function and location listed in their employee profile, as well as the corporate card policy stored in their knowledge base.
Track employee programs: Agentforce allows employees to track the employee programs assigned by their boss easily. These programs are tailored to each employee’s path and may include videos, training modules, and forms for significant milestones such as onboarding and parental leave. Agentforce supports a smooth transition by keeping staff updated on their progress and identifying pending and overdue tasks to avoid missing deadlines.
Manage HR cases: With Agentforce, employees can easily track and log HR cases for unique needs such as leave of absence and salary problems. When an employee asks Agentforce, “What’s the status of my latest case?” Even without more context, Agentforce recognizes which case to review and will provide a conversational update.
Updated employee details: Agentforce allows employees to update their employee profile information in HR systems using natural language. Employees, for example, can instantly adjust their address, phone number, or last name, and Agentforce will take care of it. Employees can now update their profiles in seconds while still working.
Manage time off requests: With Agentforce, employees can instantly request, cancel, or view leave balances, including floating holidays, sick days, PTO, parental leave, and other types of time off, without having to deal with tedious workflows or policy documentation. Agentforce employs natural language to answer leave queries from the knowledge base, confirms that requests follow business policy, and updates the HR system.
Update direct deposit information: Agentforce allows employees to access or modify their direct deposit information at any time without having to log into a separate system. For example, a new employee may easily set up direct deposit by sharing their information with Agentforce via Slack, and the agent will promptly update the record.
Submit and track expenses: Agentforce automates expenditure management, giving staff one less administrative obligation to complete. This tool analyzes reimbursement eligibility based on corporate policies, provides report status updates, and allows for the creation and submission of expense reports in a single transaction.
Escalate to a human HR rep: If an inquiry is particularly difficult or personal, Agentforce will automatically move the conversation to a human HR representative via the HR Service Console. For example, if an employee is grieving a loss, Agentforce can escalate it to the HR team if it identifies language or mood linked to “bereavement” so that the HR representative can provide a deeper level of empathy and care.
Generate Responses: Agentforce creates recommended responses and summaries in real time based on the conversation’s context and the company’s knowledge base. For example, if an employee submits a non-compliant education reimbursement, Agentforce can summarize the policy for the HR representative, design a response for the employee, and send an automated approval request to the manager after compliance is achieved.