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![Page 1: Splor13 speaker slide](https://reader035.fdocuments.in/reader035/viewer/2022062708/558bb429d8b42ad21e8b45fa/html5/thumbnails/1.jpg)
SharePoint in the World of Human
ResourcesSPW08
Sandra MahanSharePoint Team Lead
Level: Introductory
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Who Am I?
• Sandra Mahan
• PHR – Professional in Human Resources
• Idaho
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Real-World Examples
• Business Continuity Plan
• Job Description Template
• Performance Review
• Company Credit Card
• Wellness Program
• Employee Handbook
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BUSINESS CONTINUITY PLAN
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User Request
• Word Document with 20+ pages
• Ongoing revisions
• Multiple Users
• Reporting
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Form Sample
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Completion Level
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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
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SharePoint View
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Conditional Formatting
Quartercalculation: =TODAY()-92 ($AO$1)
Annual calculation: =TODAY()-365 ($AN$1)
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Outcome
• Calculated field
• SharePoint view that can be filtered
• Conditional formatting in Excel
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JOB DESCRIPTION TEMPLATE
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User Request
• Template with instructions
• Standardized format
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Original Document
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Minimum Requirements
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Print View
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Customize the Field
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Information Icon
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Outcome
• Drop-down Lists
• Print view
• Alternative text
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PERFORMANCE REVIEW
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User Request
• Multiple performance objectives
• Supervisor and Employee can complete different sections
• Sign the form
• Protect form from others
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Manager Performance Review
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Click to Sign
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Rules
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Signature Rule
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Item Level Permissions
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Employee Performance Review
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Signature Section
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Overall Performance Rating
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Form Maintenance View
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Instructions View
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Employee Self Review
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Security Workflow
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Performance Feedback Survey
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Security Workflow
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Performance Feedback Survey Summary
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Manager Dashboard
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Behind the Scenes
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Outcome
• Repeating tables
• Validate user (opened by)
• Set a field’s value
• Impersonation workflow
• Manager Dashboard
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COMPANY CREDIT CARD APPLICATION
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User Request
• Instructions
• Application
• Quiz
• Approval Process
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Instructions
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Quiz
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Quiz Formatting
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my:Quiz/my:Q1 + my:Quiz/my:Q2 + my:Quiz/my:Q3 + my:Quiz/my:Q4 + my:Quiz/my:Q5 + my:Quiz/my:Q6 + my:Quiz/my:Q7 + my:Quiz/my:Q8 + my:Quiz/my:Q9 + my:Quiz/my:Q10 + my:Quiz/my:Q11 + my:Quiz/my:Q12 + 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
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Outcome
• Show / Hide Sections
• Calculate Quiz Score
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WELLNESS PROGRAM
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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
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Wellness Scorecard
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Seasonal Wellness Program
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Registration Process
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Current User Filter
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Program Weeks
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Rule 1
Tab Rules
Rule 2 Rule 3
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Change Program
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Program Validation
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Outcome
• Current User Filter Web Part
• Form Tabs
• Show / Hide Sections
• Auto-populate scorecard once completed
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EMPLOYEE HANDBOOK
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User Request
• Upload the employee handbook to SharePoint
• Must be able to know what it looked like at a point in time
• Ability to print entire handbook
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Employee Handbook Display
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Handbook Sections
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View Setup
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Outcome
• Created pages for each section
• Enabled versioning control
• Ordered the handbook by section using metadata
• Ability to print the entire handbook to PDF
![Page 64: Splor13 speaker slide](https://reader035.fdocuments.in/reader035/viewer/2022062708/558bb429d8b42ad21e8b45fa/html5/thumbnails/64.jpg)
QUICK TIPS
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Item Level Permissions
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Custom Action
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Rule Inspector
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Rule Inspector
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substring-before(substring-after(/processing-instruction()[local-name(.) = "mso-infoPathSolution"], 'solutionVersion="'), '"')
Form Template Version
Form Template Version 1.0.0.688
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AHA MOMENT?
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QUESTIONS?
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My Contact Information
• Sandra Mahan
• Email: [email protected]
• Twitter: @smahan14
• Slides: sharepointsandra.wordpress.com
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THANK YOU FOR ATTENDING!