Actions that move
Requests reach the right approver automatically with reminders and escalation, so nothing waits in an inbox unnoticed.
Technology Solutions · Workforce
Personnel Action Workflow
Routed, auditable personnel action requests with role-based approvals, notifications and a complete action history.
Power Automate · SharePoint
Typical timeline: 4–8 weeks
Overview
Overview
Routed, auditable personnel action requests with role-based approvals, notifications and a complete action history.
Requests are submitted through a digital form that captures the action type, effective date and justification, then routed to the supervisor, HR and any additional approvers your policy requires. Approvers act from email or Teams, comments and attachments stay with the request, and the completed action is written to a SharePoint list or Dataverse table with the full decision history.
We configure the action types and approval chains to your existing procedures and codes, so the workflow enforces policy instead of interpreting it. Sensitive fields are restricted to HR, retention follows your records schedule, and everything runs inside your Microsoft 365 boundary, including GCC and GCC High. Reporting shows volume, cycle time and where actions are waiting.
Outcomes
One auditable record per action
Submission, approvals, comments and effective dates are stored together and can be reviewed without reconstructing emails.
HR sees the queue
A single view shows every action in progress, who holds it and how long it has been there.
Policy enforced by the form
Required fields and routing rules stop incomplete or misrouted requests at submission, before they reach an approver's queue.
Workforce
Position & Vacancy Manager
Authorized positions, encumbrances, vacancies and fill status in one register tied to your org structure.
Workforce
Employee Lifecycle Hub
Onboarding, transfers and offboarding checklists with task ownership, document collection and status visibility.
Recruiting
Recruiting Tracker
Requisition-to-offer pipeline with stage tracking, interview scheduling, hiring-manager views and pipeline analytics.
What is standing between your team and the mission?
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