Business processes / Digital systems
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HR / Microsoft 365

Human Resources Process Digitalization

Organize HR processes, from recruitment and onboarding to leave, evaluations and workforce reporting.

Participants

Who it is for

HR directors, HR managers, HR officers, HR assistants and HR business partners.

Illustrative exercise

Following a leave request through to a decision

Structure the request, identify the approver and prepare a view of upcoming absences for the HR team.

The practical exercise and prerequisites are agreed with your organization during scoping.

Learning Objectives

Map an HR process and its approval responsibilities; structure the records and access needed for the exercise; configure a workflow and interpret HR reporting measures.

Main Topics

Recruitment, onboarding, leave, evaluations and offboarding; HR libraries and tracking lists in SharePoint; access controls; leave approvals, onboarding checklists and renewal reminders in Power Automate; workforce, turnover, absence and recruitment indicators in Power BI.

Practical Learning Outputs

An HR process map; a SharePoint information structure; a working approval exercise; an HR dashboard exercise; a 30-day action plan.

Three days, one practical progression

  1. Day 1

    Understand

    Map the process, responsibilities and points of friction.

  2. Day 2

    Build

    Structure SharePoint information and configure an automated workflow.

  3. Day 3

    Operate

    Develop reporting and prepare a 30-day action plan.