I can help streamline your HR processes by integrating Microsoft Forms and Excel to create an efficient system for case raising and tracking. The solution will allow employees to report issues through Microsoft Forms, with the data automatically imported into an Excel-based tracking system. This system will include a unique ID generation feature to track each case effectively, ensuring all submissions are organized and easily accessible.
To improve communication, I will set up automated email notifications using Outlook, sending employees or clients a unique case ID and relevant details upon submission. Additionally, I can automate weekly emails summarizing client absence data, ensuring timely updates. For reporting, I will create an intuitive Excel dashboard that provides insights into case metrics, client data, and trends, with filters and visualizations to make the data actionable.
The solution will also include automation for saving files from emails directly into a designated drive or Excel, reducing manual file management tasks. Furthermore, I can implement an Excel-based invoice system tied to case and client data, enabling automated calculations and streamlined tracking of payments.
This comprehensive approach leverages Microsoft Forms, Excel, and automation tools like Power Automate to optimize your HR workflows, enhance communication, and improve overall efficiency. Let me know how I can tailor this solution to your specific needs!