End-of-Probation Review Workflow
Digitized the probation review process. Managers complete and sign the form, send to HR for approval, and upon HR approval, the system stores it as a PDF and emails the employee for acknowledgment.
Client Overview
A UK-based professional services firm ensuring policy-driven and auditable offboarding.
Technical Stack
Industry
Services
Region
United Kingdom (UK)
Project-size
Non-Disclosable
Company size
Mid-scale company
Implementation Highlights
Created probation review form in Power Apps.
Configured Manager → HR → Employee approval chain.
Built reminder emails for pending acknowledgments.
Challenges & Solutions
Probation confirmations often delayed.
Solution: Automated email reminders after 5 days of inactivity.
Lack of rejection tracking.
Solution: Added rejection workflow with approver comments returned to the manager.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Improved turnaround time for probation confirmations.
- Reduced pending acknowledgments by 80%.
- Enabled transparent HR communication.
Key Learnings & Achievement
- Timely automated reminders help ensure workflow completion by reducing delays, improving accountability, and keeping stakeholders aligned on pending actions.
- The solution has been systematically documented as a structured knowledge repository and reference framework, enabling other organizations to review, adopt, and replicate the implementation approach. This establishes the solution as a proven model, enhances credibility, and motivates prospective organizations to engage with us
