SharePoint HR System and Intranet to Improve Corporate Culture and Employee Experience

Summary

A mortgage and investment consultancy already had a SharePoint intranet for documents and corporate information, but its HR team needed automation for recruiting, onboarding, performance management, and more. INNERLUXES built a SharePoint-based HR system and upgraded the existing intranet — automating the key HR workflows and adding self-managed profiles, time-off planning, and social features — streamlining HR and improving the everyday employee experience.

About the Client

The Client provides mortgage and investment consulting services. Genuinely committed to its clients, it treats its team of 80-plus employees with the same care.

Automating HR and Refreshing the Employee Intranet

The Client's employees were happy with their SharePoint intranet for document storage and corporate information sharing, but the HR team lacked automation across many processes — recruiting, onboarding, performance management, and others — and wanted to complement the intranet with an HR system, ideally SharePoint-based too. The team also expected to update the intranet along the way, in particular to make user profiles self-managed by employees. The Client looked for SharePoint consultants and developers well versed in SharePoint use cases, out-of-the-box features, and customization, and chose INNERLUXES.

A SharePoint HR System Built From Demos and Workflows

Because the Client could not provide well-defined requirements, INNERLUXES began by exploring each business process to cover and planning convenient, highly automated workflows. The team built demos of every planned module so the HR team could get a real feel for the system and spot any inconvenience at the concept stage, working proactively and validating ideas until the Client approved the plan. The INNERLUXES SharePoint developers then implemented the HR modules:

• Recruitment management. Automated vacancy-request workflows for internal candidates (employees changing roles) and external candidates (who apply via job aggregators); a candidate item is created automatically on form submission, and results are emailed after assessment. Unsuitable candidates can be archived for future reference; for approved ones, a job offer is generated from a template, e-signed via DocuSign, and the new employee record is created automatically.
• Issue reporting and tracking. Employees submit a Microsoft form in the intranet and pick one of six issue types — customer complaint, whistleblower report, conflict of interest, health and safety, a business reputation/privacy/regulatory incident, or a technology incident — and an item is created and routed to the responsible person automatically.
• Employee performance management. A self-service tool lets employees set quarterly objectives, plan how to reach them, and report on progress against custom objective lists; managers review the reports and give assessments that affect the employee's bonus.
• Policy management. HR adds a policy and sends it to the relevant employees; after acknowledgement, access closes and a quiz checks understanding — and if an employee doesn't pass, the process repeats.

Intranet Upgrades for a Better Employee Experience

Alongside the HR system, INNERLUXES upgraded the employee intranet with:

• Self-managed user profiles with personal and work details that employees can edit, triggering a manager approval step.
• Financial incentive types that define how each employee's bonus is calculated.
• Time-off planning — a custom SharePoint calendar web part for vacations, sick leave, and days off, with profiles integrated with iPayroll so that, on manager approval, records sync instantly for correct salary calculation.
• An equipment stock register page with instructions and the ability to remove returned equipment from a profile.
• Social media feeds from the corporate channels on the home page, plus boards for employee birthdays and newcomer announcements, and interest groups for social and sports activities employees can join.

Streamlined HR and a Better Employee Experience

With the new HR system and the upgraded intranet, the Client streamlined its HR processes and improved the overall employee experience. The Client speaks highly of the commitment and self-management of the INNERLUXES consultants and developers.

Technologies and Tools

SharePoint Online, React.js, Fluent UI, Power Automate.