splor13 speaker slide

SharePoint in the World of Human

ResourcesSPW08

Sandra MahanSharePoint Team Lead

Level: Introductory

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

• Employee Handbook

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

Quartercalculation: =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

Security Workflow

Performance Feedback Survey Summary

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

• Current User Filter Web Part

• Form Tabs

• Show / Hide Sections

• Auto-populate scorecard once completed

EMPLOYEE HANDBOOK

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

Employee Handbook Display

Handbook Sections

View Setup

Outcome

• Created pages for each section

• Enabled versioning control

• Ordered the handbook by section using metadata

• Ability to print the entire handbook to PDF

QUICK TIPS

Item Level Permissions

Custom Action

Rule Inspector

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: smahan14@gmail.com

• Twitter: @smahan14

• Slides: sharepointsandra.wordpress.com

THANK YOU FOR ATTENDING!