🎓 Enterprise Production System · Human Resources

HR Certification Dynamic
Rules & Tracking Engine

Replaced manual assessment review with a configurable rules engine that auto-assigns follow-up training modules based on scores — thresholds HR can update without developer involvement.

100%
Auto Module Assignment
80%+
Less Admin Time
The Problem

Manual Scoring, Manual Assignment, Manual Everything

HR was required to track mandatory certification completion across all staff, assign follow-up training modules based on assessment scores, and maintain documentation for regulatory review. The process relied on manual review of assessment results, manual calculation of required follow-up modules, and manual dispatch of assignment emails — consuming significant HR staff time and creating inconsistencies.

A New Leaf — Human Resources Division  ·  Timeline: 2023  ·  Scale: Organization-wide staff certification management
The Solution

A Configurable Rules Engine, Not Hardcoded Logic

The core design decision: scoring thresholds live in a SharePoint list, not in flow logic — so HR can update them without developer involvement.

Microsoft Lists Architecture & Power Apps Forms
  • Staff Certifications Master List — central tracking with auto-calculated compliance percentage and color-coded status indicator.
  • Certification Catalog List — reference list by role, department, and frequency, used to validate assignment completeness.
  • Assessment Results List — raw data feed from Microsoft Forms, each submission auto-creating a linked master record.
  • Follow-up Modules Assignment List — dynamically populated by the rules engine, with a custom form for HR to review and override.
  • Compliance Status Dashboard List — aggregated nightly by Power Automate, connected to Power BI.
Dynamic Rules Engine Architecture
  • Power Automate parsed a multi-dimensional JSON array of assessment scores against a configurable threshold matrix stored in SharePoint — not hardcoded.
  • Conditional logic determined required follow-up modules from specific score patterns (e.g., score <70% on Section 3 → assign Module 3A/3B).
  • Assigned modules dispatched via personalized Teams notification with a direct link to the module.
  • Completion status fed back from Relias Learning (external LMS) via scheduled reconciliation.

Explore the Interactive Showcase

Live mockup of the certification tracking and rules engine interface

View Interactive Showcase →
Measurable Results

HR Owns the Rules, Not IT

100% elimination of manual HR assessment review and module assignment
Estimated 80%+ reduction in HR administrative time per certification cycle
Complete auditable history for every certification event with timestamps
HR managers update scoring thresholds independently without IT involvement
Microsoft Lists Microsoft Forms Power Apps Custom Forms Power Automate JSON Operations Teams Notifications Power BI SharePoint Online