SharePoint in the World of Human Resources COM709.

SharePoint in the World of Human Resources

COM709

Who Am I?

Sandra Mahan

PHR – Professional in Human Resources

Idaho

Real-World Examples

Business Continuity Plan

Job Description Template

Performance Review

Company Credit Card

Wellness Program

BusinessContinuity

Plan

User Request

Word Document with 20+ pages

Ongoing revisions

Multiple Users

Reporting

Form Sample

Completion Level

Calculated fields with nested IF statement

=IF(AND(

AND([Customers Complete]=TRUE),

AND([Communication Complete]=TRUE),

AND([Plan Details Complete]=TRUE),

AND([Org Chart Complete]=TRUE),

AND([Vendors Complete]=TRUE),

AND([Dept Roster Complete]=TRUE),

AND([Staffing Complete]=TRUE),

AND(NOT(ISBLANK([Annual Call Tree Exercise]))),

AND(NOT(ISBLANK([Annual Call Tree Resolved]))),

AND(NOT(ISBLANK([Qtrly Updates]))),

AND(NOT(ISBLANK([Training])))),"Complete","----")

Reporting

SharePoint View

Conditional Formatting

Quarter calculation:

=TODAY()-92 ($AO$1)

Annual calculation:

=TODAY()-365 ($AN$1)

Outcome

Calculated field

SharePoint view that can be filtered

Conditional formatting in Excel

Job Description

Template

User Request

Template with instructions

Standardized format

Original Document

Minimum Requirements

Print View

Customize the Field

Information Icon

Outcome

Drop-down Lists

Print view

Alternative text

Performance Review

User Request

Multiple performance objectives

Supervisor and Employee can complete different sections

Sign the form

Protect form from others

Manager Performance Review

Click to Sign

Signature Rule

Item Level Permissions

Employee Performance Review

Signature Section

Overall Performance Rating

Form Maintenance View

Instructions View

Employee Self Review

Security Workflow

Performance Feedback Survey

Performance Feedback Survey Summary

Security Workflow

Manager Dashboard

Behind the Scenes

Outcome Repeating tables

Validate user (opened by)

Set a field’s value

Impersonation workflow

Manager Dashboard

Company Credit Card Application

User Request

Instructions

Application

Quiz

Approval Process

Instructions

Quiz Formatting

my:Quiz/my:Q1 + my:Quiz/my:Q2 + my:Quiz/my:Q3 + my:Quiz/my:Q4 +



my:Quiz/my:Q13 + my:Quiz/my:Q14 + my:Quiz/my:Q15 + my:Quiz/my:Q16

+ my:Quiz/my:Q17 + my:Quiz/my:Q18 + my:Quiz/my:Q19 +

my:Quiz/my:Q20 != 200

Quiz Calculation

Outcome

Show / Hide Sections

Calculate Quiz Score

Wellness Program

User Request

Create a Wellness Program

Include click to validate programs as well as seasonal wellness programs

Can only see individual form

Can’t see future program weeks

Wellness Scorecard

Seasonal Wellness Program

Registration Process

Current User Filter

Program Weeks

Rule 1

Tab Rules

Rule 2 Rule 3

Change Program

Program Validation

Outcome SharePoint Page User Filter Web Part

Form Tabs

Show / Hide Sections

Auto-populate scorecard once completed

Quick Tips

Item Level Permissions

Custom Action

Rule Inspector

substring-before(substring-after(/processing-instruction()[local-name(.) = "mso-infoPathSolution"],

'solutionVersion="'), '"')

Form Template Version

Form Template Version 1.0.0.688

Aha Moment?

Questions?

My Contact Information

Sandra Mahan

Email: [email protected]

Twitter: @smahan14

Slides: sharepointsandra.wordpress.com

Thank you for attending!

SharePoint in the World of Human Resources COM709.

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