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

Business Continuity 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

Rules

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

Quiz Formatting

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

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

Aha Moment?

Questions?

My Contact Information  Sandra Mahan    Slides: sharepointsandra.wordpress.com

Thank you for attending!