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Human Resources & People Ops

Automating Mobile Expense Claims from Receipt to Payment

19 July 2026|

A 58-person consulting firm replaced emailed receipts and reimbursement spreadsheets with a mobile claim form, controlled approval workflow, centralized receipt storage, QuickBooks synchronization, automated reminders, and an auditable payment-status process.

Building Workforce Capacity Planning in Google Workspace

16 July 2026|

A fictional project services firm replaced disconnected staffing and project spreadsheets with a 13-week capacity planning system. Google Forms, Google Sheets, Google Apps Script, Gmail, and Google Drive provide validated updates, scenario reporting, review tasks, reminders, escalation, and hiring indicators.

Securing Payroll Change Requests with Approval Controls

16 July 2026|

A fictional 105-person manufacturer replaced emailed salary, banking, tax, benefit, and deduction requests with a controlled Airtable workflow. Zapier coordinates validation, restricted Google Drive folders, Gmail notices, approvals, cutoff reminders, and audit records while payroll staff retain final authority over every payroll-system change.

Building a Searchable Skills and Certification Matrix

16 July 2026|

An 80-person technical services firm replaced disconnected spreadsheets, resumes, and messages with a controlled skills matrix. Microsoft Forms, Lists, Power Automate, and Teams support profile updates, manager verification, certification evidence, expiry reminders, resource searches, and operational reporting.

Secure Employee Document Collection with Google Workspace

16 July 2026|

A distributed employer replaced email attachments and manually maintained checklists with a controlled Google Workspace workflow. Google Forms collects files, Google Drive applies storage conventions, Google Sheets tracks requirements, and Apps Script sends reminders, escalates overdue tasks, and records processing history.

Building a Structured Performance Review Cycle in Airtable

15 July 2026|

Clearbrook Technical Services replaced emailed Word files and a fragile tracker with a controlled review workflow across Airtable, Zapier, Google Drive, Google Forms, and Gmail. The representative implementation coordinates employee and manager input, deadlines, calibration, approvals, restricted documents, exception handling, and operational reporting.

Centralizing Certification Expiry Tracking in Microsoft 365

15 July 2026|

A fictional 120-person environmental testing business replaced fragmented certification spreadsheets with Microsoft Forms, Microsoft Lists, Power Automate, Microsoft Teams, and SharePoint evidence storage. The design centralizes role requirements, routes evidence approvals, issues expiry reminders and escalations, and gives HR, Quality, and Compliance a traceable completion view.

Automating Leave Approvals and Shared Team Calendars

15 July 2026|

A 40-person consulting business replaced email-based leave administration with a structured Google Workspace workflow. Requests are validated, checked against balances and team constraints, routed for approval, recorded in shared calendars, monitored for overdue action, and summarized for HR reporting.

Automating Employee Offboarding Across Microsoft 365

15 July 2026|

A 75-person services company replaced email-driven offboarding with a structured Microsoft 365 workflow. Forms, Lists, SharePoint, Power Automate, and Teams coordinate approvals, access tasks, equipment returns, payroll confirmation, evidence, reminders, and overdue escalation.

Coordinating Employee Onboarding with Microsoft 365

15 July 2026|

A fictional 90-person hybrid software company replaced email-based onboarding coordination with Microsoft Forms, Microsoft Lists, Power Automate, and Teams. The implementation creates role- and location-specific tasks, routes approvals, tracks equipment and documents, sends reminders, and reports whether each new hire is ready to start.

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