Power Platform HR Workflow Automation
Budget: ₹1,500 – ₹12,500 INR
1. User Access Control
• Only managers can access the application.
• Security enforcement using Office 365 AD / role-based access.
2. Training Nomination Form (Power Apps)
• Input fields:
• Employee Name (Dropdown from master Excel)
• Training Name (Dropdown from master Excel)
• Priority (High / Medium / Low)
• Save button to submit nomination.
• Validation to prevent duplicate nominations (same employee + training).
3. Data Storage
• Source Excel (SharePoint): contains master data (employees, training list).
• Target Excel (SharePoint): stores submitted nominations.
• New records append to the nominations Excel file.
4. Business Rules
• Duplicate nominations (employee already nominated for the same training) should be blocked.
• Each nomination must capture timestamp and manager details.
5. Reporting & Analytics (Power BI)
• Dashboard to display:
• Number of nominations by training program.
• Nominations by priority (High/Medium/Low).
• Nominations by manager.
• Ability to filter by employee, training, or priority.
⸻
Technology Stack
• Power Apps (Canvas App) – to build the nomination form.
• Excel on SharePoint – to store master data and nominations.
• Power Automate (optional) – to handle duplicate check and updates more efficiently.
• Power BI – for reporting and analytics.
⸻
Expected Deliverables
• Power Apps application (Canvas app) for training nominations.
• Validations to ensure no duplicate entries.
• Integration with Excel files on SharePoint.
• Power BI dashboard for reporting and insights.
• Documentation of solution architecture, user guide, and maintenance steps.
• Only managers can access the application.
• Security enforcement using Office 365 AD / role-based access.
2. Training Nomination Form (Power Apps)
• Input fields:
• Employee Name (Dropdown from master Excel)
• Training Name (Dropdown from master Excel)
• Priority (High / Medium / Low)
• Save button to submit nomination.
• Validation to prevent duplicate nominations (same employee + training).
3. Data Storage
• Source Excel (SharePoint): contains master data (employees, training list).
• Target Excel (SharePoint): stores submitted nominations.
• New records append to the nominations Excel file.
4. Business Rules
• Duplicate nominations (employee already nominated for the same training) should be blocked.
• Each nomination must capture timestamp and manager details.
5. Reporting & Analytics (Power BI)
• Dashboard to display:
• Number of nominations by training program.
• Nominations by priority (High/Medium/Low).
• Nominations by manager.
• Ability to filter by employee, training, or priority.
⸻
Technology Stack
• Power Apps (Canvas App) – to build the nomination form.
• Excel on SharePoint – to store master data and nominations.
• Power Automate (optional) – to handle duplicate check and updates more efficiently.
• Power BI – for reporting and analytics.
⸻
Expected Deliverables
• Power Apps application (Canvas app) for training nominations.
• Validations to ensure no duplicate entries.
• Integration with Excel files on SharePoint.
• Power BI dashboard for reporting and insights.
• Documentation of solution architecture, user guide, and maintenance steps.