Performance Appraisal and Training Assessment Automation | Iqra Technology
Power Apps · Performance Appraisal · HR Automation · Case Study
Performance Appraisal and Training Assessment Automation
How Iqra Technology digitised employee performance appraisals and training assessments for a UK-based mid-sized company — using Power Apps, Power Automate, and SharePoint Online to standardise reviews, automate dual signatures, and generate PDF records.
Power AppsPower AutomateSharePoint OnlinePerformance AppraisalTraining AssessmentHR Automation
Client Overview
A precision engineering company headquartered in Glenrothes, Scotland, specialising in the in-house design, manufacture, assembly, testing, and servicing of advanced equipment for the global subsea oil and gas industry. Operating as a mid-scale business with a growing workforce, the HR team faced increasing pressure to manage employee onboarding efficiently across emails and spreadsheets, with no central repository for critical records.
Industry Details
IndustryHi-Tech
LocationUnited Kingdom
Timeline4 Weeks
TechnologyMicrosoft 365 (Power Platform)
Company Size51–200 Employees
Organisational ScaleMid-Scale Company
Project Overview
A UK-based Hi-Tech company needed to replace paper-based performance appraisals with a structured digital system. The solution was built using Microsoft Power Apps, Power Automate, and SharePoint Online. It enables managers to complete digital appraisal forms with dynamic fields, record performance feedback, assign training needs, and collect dual digital acknowledgments from both manager and employee. Approved appraisal forms are automatically generated as PDFs and stored in SharePoint for HR reference and compliance.
Client Requirements
Digitise the employee performance appraisal process with a structured Power Apps form.
Enable managers to record performance feedback, ratings, and training assignments digitally.
Implement a Manager → Employee dual-signature acknowledgment workflow.
Automate PDF generation of completed appraisal forms.
Store approved appraisal PDFs in a centralised SharePoint document library.
Track training needs and assign responsible persons for follow-up.
Provide HR with a searchable repository of all completed appraisal records.
Technologies Used
Microsoft Power AppsMicrosoft Power AutomateSharePoint OnlineMicrosoft 365
Challenges & Solutions
Problem 1Paper-based performance reviews lacked consistency, traceability, and a structured format — making it difficult to compare employee performance over time.
SolutionImplemented standardised digital appraisal forms in Power Apps with a defined structure, dynamic fields, and an automated approval workflow ensuring every review follows the same process.
Problem 2Training needs tracking was entirely manual, with no structured way to assign, monitor, or follow up on training requirements identified during appraisals.
SolutionAdded a dedicated training needs section within the appraisal form with responsible-person assignment fields, enabling HR to track and follow up on training actions directly from SharePoint.
Measurable Results
60%
Reduction in HR Follow-Up
Automated workflows and digital tracking eliminated most manual HR follow-up for appraisals.
100%
Unified Documentation
All appraisal records are stored as PDFs in SharePoint — consistent, searchable, and auditable.
100%
Training Accountability
Training needs are captured, assigned, and tracked within the appraisal workflow.
Real-Time
Record Visibility
HR can access and review all appraisal records in real time through SharePoint.
Implementation Highlights
✓Developed a Power Apps appraisal form with dynamic fields for performance ratings, feedback, and training assignments.
✓Created a Manager → Employee dual-signature acknowledgment flow using Power Automate.
✓Automated PDF generation of completed and signed appraisal forms.
✓Configured SharePoint document library for storing appraisal PDFs with metadata tagging by employee and review period.
✓Added a training needs tracking section with responsible-person assignment within the appraisal form.
✓Set up automated notifications for pending acknowledgments and completed appraisal records.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
★★★★★
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
MJ
Mohd Jaukh
HR Leader, ThinkBiz Technology Pvt Ltd
5.0
Clutch
★★★★★
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the solution, and completed the integration smoothly. The end result has streamlined our operations."
AD
Anonymous Director
Financial Services Company, Australia
5.0
Clutch
★★★★★
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
AE
Anonymous Executive
DataHeights, Canada
5.0
Clutch
★★★★½
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
TE
Todd
Managing Partner, Emanuel Law Group
4.5
Clutch
★★★★½
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
GI
Anonymous
Group IT Director, Investment Management, Dubai
4.5
Clutch
★★★★★
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
If manual processes are slowing your business, Microsoft Power Apps can digitize approvals, forms, workflows, and reporting without replacing your existing systems. Contact Iqra Technology to discuss your automation goals.
The cost depends on your business processes, integrations, users, and customization requirements. Iqra Technology provides dedicated Power Apps developers from $14/hour or FULL TIME / MONTHLY – $2,300/month. Visit our
Hire Power Apps Developers
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Contact Iqra Technology
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Yes. Power Apps can automate approvals, notifications, document collection, and business workflows, reducing manual effort and improving productivity across departments.
Power Apps integrates seamlessly with Microsoft 365, SharePoint, Teams, Dataverse, and hundreds of other services, making it an excellent choice for organizations already using Microsoft's ecosystem.
Yes. Power Apps connects with ERP systems, CRM platforms, SQL databases, SharePoint, Microsoft 365, and many third-party applications through standard connectors and APIs.
No. AI can assist with development, but building secure, scalable business applications requires experienced developers for workflow design, integrations, security, and testing. Dedicated Power Apps developers are available from $14/hour or FULL TIME / MONTHLY – $2,300/month. Visit our
Hire Power Apps Developers
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Yes. Iqra Technology's Power Apps developers build AI-powered business applications and integrate intelligent automation tailored to your business requirements. Visit our
Hire Power Apps Developers
page or
Contact Iqra Technology.
If your business has unique workflows, approval processes, or integration requirements, a custom Power Apps application often provides greater flexibility and a better long-term return on investment.
Most Power Apps projects take a few weeks to a few months, depending on workflow complexity, integrations, and customization requirements. Contact
Iqra Technology
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Choose a partner with experience in Microsoft Power Platform, business process automation, enterprise integrations, security, and ongoing support. Contact
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