Content

🧾 Workshop Plan: HR Reports Automation using Power Apps & Power Automate
Total Duration: 16 Hours
Format: 2 Days × 8 Hours per Day
Audience: HR Professionals (non-coding background)
Goal: Automate HR reports, workflows, and approvals using Power Apps & Power Automate.

🗓 Day 1: Building HR Report Application using Power Apps (8 Hours)

Hour 1 – Introduction & Fundamentals

Understanding HR reporting pain points

Overview of Microsoft Power Platform (Power Apps, Power Automate, SharePoint, Power BI)

Understanding data sources (SharePoint, Excel, Dataverse)

What can HR automate? (Leave, Recruitment, Training, Attendance, Payroll, etc.)

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🧩 Activity: Create SharePoint List – “Employee Master” (EmployeeID, Name, Department, Joining Date, Status)

Hour 2 – Getting Started with Power Apps

Power Apps interface walkthrough

Canvas App vs Model-Driven App

Connecting Power Apps to SharePoint List

Creating a basic data entry form

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🧩 Activity: Build a simple Employee Info Entry App connected to the SharePoint list

Hour 3 – Designing HR Report Dashboard

Adding labels, dropdowns, and galleries

Filtering data based on HR parameters (Department, Joining Year, Status)

Sorting and searching employee records

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🧩 Activity: Create a searchable Employee Report screen

Hour 4 – Data Manipulation & Validation

Add, Edit, Delete Employee Records

Validation for duplicate Employee IDs or missing data

User feedback using notifications

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🧩 Activity: Build “Add New Employee” & “Edit Record” screens

Hour 5 – Leave & Attendance Tracker Setup

Create new SharePoint List: “Leave Tracker”

Connect the Leave Tracker to Power Apps

Dropdown for Leave Type, Calendar Picker for Dates

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🧩 Activity: Build a “Leave Request” screen

Hour 6 – Automation Basics with Power Automate

Overview of Power Automate

Flow Types: Automated, Instant, Scheduled

Connect Power Apps to Power Automate

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🧩 Activity: Create a simple flow to send email notification to HR when a new employee is added

Hour 7 – Automating Leave Approval Process

Create a flow for “Leave Approval” (Manager Approval → HR Notification)

Use dynamic content in emails

Record approval status in SharePoint

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🧩 Activity: Hands-on Leave Approval Flow

Hour 8 – Review & Wrap-up

Recap of concepts learned

Group Activity: Automate an “Employee Onboarding Request”

Q&A and discussion on use cases

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🧩 Outcome: Working HR App for Employee Info + Leave Tracker + Approval Flow

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🗓 Day 2: Automating HR Reports & Workflows using Power Automate (8 Hours)

Hour 1 – HR Report Automation Concepts

What is HR Report Automation?

Understanding recurring HR reports (e.g., Attendance Summary, Leave Summary)

Integration between Excel, SharePoint, and Power Automate

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🧩 Activity: Design HR Report template in Excel (connected to SharePoint data)

Hour 2 – Scheduled Reports Automation

Create a Scheduled Flow

Retrieve SharePoint list data

Generate Excel/HTML report automatically

Send report via email

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🧩 Activity: Automate Weekly “Active Employees Report” mail

Hour 3 – Attendance Report Automation

Setup: Attendance Tracker list

Create automated flow to summarize employee attendance for the week

Format data using “Create HTML Table” in Power Automate

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🧩 Activity: Send Attendance Report to HR & Team Leads

Hour 4 – Recruitment Tracker Automation

Setup: Recruitment Tracker list (Position, Candidate Name, Status, Interview Date)

Automate status update notifications

Automate reminders for interview dates

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🧩 Activity: Flow for interview reminders

Hour 5 – Integrating Power Apps + Power Automate

Launch flows from Power Apps

Passing parameters between Power Apps & Power Automate

Update SharePoint items from flow return values

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🧩 Activity: Create “Send Offer Letter” flow from Power Apps

Hour 6 – HR Reporting Dashboard Automation

Generate real-time HR dashboard (using Power BI or within Power Apps)

Schedule data refresh with Power Automate

Send dashboards to management automatically

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🧩 Activity: Automated weekly HR summary email with dashboard link

Hour 7 – Advanced Flows & Error Handling

Using Conditions, Switch Cases, and Parallel Branches

Error handling and logging flows

Version control and flow management

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🧩 Activity: Error handling for “Leave Approval” flow

Hour 8 – Capstone Project + Certification

Project: Create complete “HR Automation System” including:

Employee Info

Leave Request & Approval

Automated Reports

Review of all concepts

Feedback & Q&A

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🧩 Outcome: Complete HR Report Automation System ready to deploy

Deliverables:

Sample SharePoint Templates (Employee Master, Leave Tracker, Recruitment Tracker)

Power Apps Solution File (.msapp)

Power Automate Flow Files (.zip)

Workshop Certificate of Completion