Performance Management System

Technical Objectives

• Making the clearance process more automated
• Streamlining the application submission process. This was done by retrieving the next-in-line approvers from the AD by traversing the organizational structure.
• Sending out email reminders

Technology Used

Our solution was based on the following technologies:

• SharePoint Online
• Microsoft Power Apps
• Microsoft Flow

Benefits

• Obtaining approvers from the organization’s hierarchy
• More effective authorization management
• The procedure is now more transparent and efficient
• Responsive system

Solution

We used Microsoft Power Apps to construct a form that a manager can submit on behalf of his subordinates. Depending on the approver’s load based on the hierarchy, and the roles provided in the organization’s structure the manager can edit (if needed) the application while it is submitted.

When an application is filed, it becomes read-only until all of the line’s approvers have given their approval. We utilized Microsoft Flow to automate the approval process, which also manages the application’s permissions and sends out follow-up emails.

As a result of this setup, we now have a transparent system in which the manager is always aware of the application status, HR no longer has to do manual follow-ups, and if the application is rejected, all the stakeholders are aware of the reason for rejection, this helps the manager to adjust and resubmit the application.