1. SharePoint in the World of Human Resources COM709

2. Who Am I?  Sandra Mahan  PHR – Professional in Human Resources  Idaho

3. Real-World Examples  Business Continuity Plan  Job Description Template  Performance Review  Company Credit Card  Wellness Program

4. Business Continuity Plan

5. User Request  Word Document with 20+ pages  Ongoing revisions  Multiple Users  Reporting

6. Form Sample

7. Completion Level

8. 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

9. SharePoint View

10. Conditional Formatting Quarter calculation: =TODAY()-92 ($AO$1) Annual calculation: =TODAY()-365 ($AN$1)

11. Outcome  Calculated field  SharePoint view that can be filtered  Conditional formatting in Excel

12. Job Description Template

13. User Request  Template with instructions  Standardized format

14. Original Document

15. Minimum Requirements

16. Print View

17. Customize the Field

18. Information Icon

19. Outcome  Drop-down Lists  Print view  Alternative text

20. Performance Review

21. User Request  Multiple performance objectives  Supervisor and Employee can complete different sections  Sign the form  Protect form from others

22. Manager Performance Review

23. Click to Sign

24. Rules

25. Signature Rule

26. Item Level Permissions

27. Employee Performance Review

28. Signature Section

29. Overall Performance Rating

30. Form Maintenance View

31. Instructions View

32. Employee Self Review

33. Security Workflow

34. Performance Feedback Survey

35. Performance Feedback Survey Summary

36. Security Workflow

37. Manager Dashboard

38. Behind the Scenes

39. Outcome  Repeating tables  Validate user (opened by)  Set a field’s value  Impersonation workflow  Manager Dashboard

40. Company Credit Card Application

41. User Request  Instructions  Application  Quiz  Approval Process

42. Instructions

43. Quiz

44. Quiz Formatting

45. 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

46. Outcome  Show / Hide Sections  Calculate Quiz Score

47. Wellness Program

48. 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

49. Wellness Scorecard

50. Seasonal Wellness Program

51. Registration Process

52. Current User Filter

53. Program Weeks

54. Rule 1 Tab Rules Rule 2 Rule 3

55. Change Program

56. Program Validation

57. Outcome  SharePoint Page User Filter Web Part  Form Tabs  Show / Hide Sections  Auto-populate scorecard once completed

58. Quick Tips

59. Item Level Permissions

60. Custom Action

61. Rule Inspector

63. substring-before(substring-after(/processing-instruction()[local- name(.) = "mso-infoPathSolution"], 'solutionVersion="'), '"') Form Template Version Form Template Version 1.0.0.688

64. Aha Moment?

65. Questions?

66. My Contact Information  Sandra Mahan  Email: smahan14@gmail.com  Twitter: @smahan14  Slides: sharepointsandra.wordpress.com

67. Thank you for attending!