Bonus Pool Management & Distribution
Dashboard Integrations
Powered by Power Automate, Process Intelligence Solutions enhance the Bonus Pool Dashboard by automating bonus submissions, notifications, and reallocation processes. This integration ensures accurate tracking, timely processing, and improved efficiency and transparency.
This flowchart illustrates the integration of Power Automate and Power Apps within Power BI to automate bonus allocation submissions, notifications, and reallocation approvals, showcasing the process from submission to real-time status updates.
Automated Bonus Submissions
Employees can submit bonus allocation requests directly from their Bonus Pool Dashboard using a dedicated button.
The Benefits
Efficiency: Reduces manual entries and minimizes errors.
User-Friendly: Streamlined submission process.
Security: Ensures that only authorized users can submit adjustments.
Features: Simple user interface, quick access, secure submission process.
Automated Submission Workflow
The submission triggers an automated workflow, routing the request to the appropriate approvers based on predefined criteria.
The Benefits
Speed: Ensures requests reach approvers quickly.
Consistency: Standardized approval process.
Scalability: Handles high volumes of requests without delay.
Features: Automatic routing, criteria-based approval, real-time notifications.
Automated Approval Process
Requests go through a multi-level approval process if necessary. Approvers receive notifications and updates for actions required.
The Benefits
Thorough Review: Ensures compliance with company policies.
Accountability: Tracks who approved what and when.
Flexibility: Adjusts approval paths based on request type or amount.
Features: Multi-level approvals, customizable approval paths, detailed tracking.
Automated Status Updates
Request status is updated in real-time and notifications & reminders are sent upon any status change.
The Benefits
Transparency: Clear visibility of request status for all parties.
Communication: Keeps all stakeholders informed.
Timeliness: Immediate updates prevent delays.
Features: Real-time updates, notification system, status tracking.
Allocate Manager Bonus Pools
This flow involves reviewers filling out a form to allocate bonus pools to managers, sending notifications, and granting dashboard access for review.
Allocation Flow
Allocation Flow
Form Submission
Reviewers fill out a form to allocate manager pools.
Allocation Flow
Allocation Flow
Manager Notification
Notifications are sent to managers once the form is completed.
Allocation Flow
Allocation Flow
Dashboard Access
With the notification email, managers gain access to thier own dashboard for review.
Allocation Flow
Allocation Flow
Repeat Process
Process repeats until all pools are efficiently distributed.
Reallocate Available Funds to Another Reviewer
This flow allows reviewers to reallocate funds to another reviewer, requiring multi-level approval based on the amount and providing real-time tracking and updates to all impacted dashboards,
Reallocation Flow
Reallocation Flow
Fund Reallocation
Reallocate funds by pressing the “Submit Funds Reallocation” button.
Reallocation Flow
Reallocation Flow
Approval Process
Multi-level approval is triggered based on the amount.
Reallocation Flow
Reallocation Flow
Real-Time Tracking
Real-time status updates and notifications are sent upon approval/rejection.
Reallocation Flow
Reallocation Flow
Dashboard Updates
Dashboards of the submitter, receiver, and higher management are updated if approved.
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