How to Fire People Using SharePoint

Sandra MahanSharePoint Saturday ndash Utah

February 20 2016

About Me

Contact InfoTwitter smahan14Email smahan14gmailcom

Sandra MahanSharePoint Team Lead PHRChubbuck Idaho US

bull 20+ years experience in Human Resources

bull Former Business Analyst

bull Power User who enjoys sharing information with others

bull Speaker at SharePoint Saturdays Evolutions SharePoint Live 360

AgendaGathering Requirements

Populating the Data

Workflow History Alerts

Auditing the Data

Handing Over the Keys

Utilization Review Accreditation Commission

bullDaily changes (new hires terminations promotions etc) bullNon-profit organization that certifies healthcare quality through accreditation processbullMakes on-site reviews of company policies to make sure they are being followed and adhere to best practicesbull Itrsquos a Big Deal for health insurance companies

Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance

reviews)bull Hard copy documents (driverrsquos license and certifications)

bullResults tracked on Excel throughout multiple shared drives by 23 employees

bullDaily changes (new hires terminations promotions etc)

What are our options

OptionsbullCreate interfaces to each system

bullStart small and tell them phase two

bullRequirements werenrsquot fully outlined

bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working

Gathering Requirements

The First MeetingbullAsk a few pointed questions

bullListen and take notes ndash use OneNote

bullDonrsquot suggest solutions in the initial meeting

bullDont talk like a programmer

Questions to askbullWhen do you need this and is it a temporary or long-term solution

bullHow many items will be entered monthly

bullHow many people will be using the application and do they need unique permissions

bullWhat are the benefits of automating this process or changing platforms

Questions to askbullHow will new items be added

bullWhat happens when a new item is added

bullDoes the item require versioning

bullWhat is going to happen to your current process

Does the old data need to be brought into the new system

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

About Me

Contact InfoTwitter smahan14Email smahan14gmailcom

Sandra MahanSharePoint Team Lead PHRChubbuck Idaho US

bull 20+ years experience in Human Resources

bull Former Business Analyst

bull Power User who enjoys sharing information with others

bull Speaker at SharePoint Saturdays Evolutions SharePoint Live 360

AgendaGathering Requirements

Populating the Data

Workflow History Alerts

Auditing the Data

Handing Over the Keys

Utilization Review Accreditation Commission

bullDaily changes (new hires terminations promotions etc) bullNon-profit organization that certifies healthcare quality through accreditation processbullMakes on-site reviews of company policies to make sure they are being followed and adhere to best practicesbull Itrsquos a Big Deal for health insurance companies

Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance

reviews)bull Hard copy documents (driverrsquos license and certifications)

bullResults tracked on Excel throughout multiple shared drives by 23 employees

bullDaily changes (new hires terminations promotions etc)

What are our options

OptionsbullCreate interfaces to each system

bullStart small and tell them phase two

bullRequirements werenrsquot fully outlined

bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working

Gathering Requirements

The First MeetingbullAsk a few pointed questions

bullListen and take notes ndash use OneNote

bullDonrsquot suggest solutions in the initial meeting

bullDont talk like a programmer

Questions to askbullWhen do you need this and is it a temporary or long-term solution

bullHow many items will be entered monthly

bullHow many people will be using the application and do they need unique permissions

bullWhat are the benefits of automating this process or changing platforms

Questions to askbullHow will new items be added

bullWhat happens when a new item is added

bullDoes the item require versioning

bullWhat is going to happen to your current process

Does the old data need to be brought into the new system

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

AgendaGathering Requirements

Populating the Data

Workflow History Alerts

Auditing the Data

Handing Over the Keys

Utilization Review Accreditation Commission

bullDaily changes (new hires terminations promotions etc) bullNon-profit organization that certifies healthcare quality through accreditation processbullMakes on-site reviews of company policies to make sure they are being followed and adhere to best practicesbull Itrsquos a Big Deal for health insurance companies

Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance

reviews)bull Hard copy documents (driverrsquos license and certifications)

bullResults tracked on Excel throughout multiple shared drives by 23 employees

bullDaily changes (new hires terminations promotions etc)

What are our options

OptionsbullCreate interfaces to each system

bullStart small and tell them phase two

bullRequirements werenrsquot fully outlined

bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working

Gathering Requirements

The First MeetingbullAsk a few pointed questions

bullListen and take notes ndash use OneNote

bullDonrsquot suggest solutions in the initial meeting

bullDont talk like a programmer

Questions to askbullWhen do you need this and is it a temporary or long-term solution

bullHow many items will be entered monthly

bullHow many people will be using the application and do they need unique permissions

bullWhat are the benefits of automating this process or changing platforms

Questions to askbullHow will new items be added

bullWhat happens when a new item is added

bullDoes the item require versioning

bullWhat is going to happen to your current process

Does the old data need to be brought into the new system

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Utilization Review Accreditation Commission

bullDaily changes (new hires terminations promotions etc) bullNon-profit organization that certifies healthcare quality through accreditation processbullMakes on-site reviews of company policies to make sure they are being followed and adhere to best practicesbull Itrsquos a Big Deal for health insurance companies

Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance

reviews)bull Hard copy documents (driverrsquos license and certifications)

bullResults tracked on Excel throughout multiple shared drives by 23 employees

bullDaily changes (new hires terminations promotions etc)

What are our options

OptionsbullCreate interfaces to each system

bullStart small and tell them phase two

bullRequirements werenrsquot fully outlined

bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working

Gathering Requirements

The First MeetingbullAsk a few pointed questions

bullListen and take notes ndash use OneNote

bullDonrsquot suggest solutions in the initial meeting

bullDont talk like a programmer

Questions to askbullWhen do you need this and is it a temporary or long-term solution

bullHow many items will be entered monthly

bullHow many people will be using the application and do they need unique permissions

bullWhat are the benefits of automating this process or changing platforms

Questions to askbullHow will new items be added

bullWhat happens when a new item is added

bullDoes the item require versioning

bullWhat is going to happen to your current process

Does the old data need to be brought into the new system

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Initial Statebull Information located in multiple systemsbull HRIS system (employee demographics)bull Recruiting system (resume)bull External vendor system (background check)bull Learning management system (training and performance

reviews)bull Hard copy documents (driverrsquos license and certifications)

bullResults tracked on Excel throughout multiple shared drives by 23 employees

bullDaily changes (new hires terminations promotions etc)

What are our options

OptionsbullCreate interfaces to each system

bullStart small and tell them phase two

bullRequirements werenrsquot fully outlined

bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working

Gathering Requirements

The First MeetingbullAsk a few pointed questions

bullListen and take notes ndash use OneNote

bullDonrsquot suggest solutions in the initial meeting

bullDont talk like a programmer

Questions to askbullWhen do you need this and is it a temporary or long-term solution

bullHow many items will be entered monthly

bullHow many people will be using the application and do they need unique permissions

bullWhat are the benefits of automating this process or changing platforms

Questions to askbullHow will new items be added

bullWhat happens when a new item is added

bullDoes the item require versioning

bullWhat is going to happen to your current process

Does the old data need to be brought into the new system

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

What are our options

OptionsbullCreate interfaces to each system

bullStart small and tell them phase two

bullRequirements werenrsquot fully outlined

bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working

Gathering Requirements

The First MeetingbullAsk a few pointed questions

bullListen and take notes ndash use OneNote

bullDonrsquot suggest solutions in the initial meeting

bullDont talk like a programmer

Questions to askbullWhen do you need this and is it a temporary or long-term solution

bullHow many items will be entered monthly

bullHow many people will be using the application and do they need unique permissions

bullWhat are the benefits of automating this process or changing platforms

Questions to askbullHow will new items be added

bullWhat happens when a new item is added

bullDoes the item require versioning

bullWhat is going to happen to your current process

Does the old data need to be brought into the new system

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

OptionsbullCreate interfaces to each system

bullStart small and tell them phase two

bullRequirements werenrsquot fully outlined

bull If data isnrsquot pulled correctlythen they would say SharePoint wasnrsquot working

Gathering Requirements

The First MeetingbullAsk a few pointed questions

bullListen and take notes ndash use OneNote

bullDonrsquot suggest solutions in the initial meeting

bullDont talk like a programmer

Questions to askbullWhen do you need this and is it a temporary or long-term solution

bullHow many items will be entered monthly

bullHow many people will be using the application and do they need unique permissions

bullWhat are the benefits of automating this process or changing platforms

Questions to askbullHow will new items be added

bullWhat happens when a new item is added

bullDoes the item require versioning

bullWhat is going to happen to your current process

Does the old data need to be brought into the new system

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Gathering Requirements

The First MeetingbullAsk a few pointed questions

bullListen and take notes ndash use OneNote

bullDonrsquot suggest solutions in the initial meeting

bullDont talk like a programmer

Questions to askbullWhen do you need this and is it a temporary or long-term solution

bullHow many items will be entered monthly

bullHow many people will be using the application and do they need unique permissions

bullWhat are the benefits of automating this process or changing platforms

Questions to askbullHow will new items be added

bullWhat happens when a new item is added

bullDoes the item require versioning

bullWhat is going to happen to your current process

Does the old data need to be brought into the new system

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

The First MeetingbullAsk a few pointed questions

bullListen and take notes ndash use OneNote

bullDonrsquot suggest solutions in the initial meeting

bullDont talk like a programmer

Questions to askbullWhen do you need this and is it a temporary or long-term solution

bullHow many items will be entered monthly

bullHow many people will be using the application and do they need unique permissions

bullWhat are the benefits of automating this process or changing platforms

Questions to askbullHow will new items be added

bullWhat happens when a new item is added

bullDoes the item require versioning

bullWhat is going to happen to your current process

Does the old data need to be brought into the new system

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Questions to askbullWhen do you need this and is it a temporary or long-term solution

bullHow many items will be entered monthly

bullHow many people will be using the application and do they need unique permissions

bullWhat are the benefits of automating this process or changing platforms

Questions to askbullHow will new items be added

bullWhat happens when a new item is added

bullDoes the item require versioning

bullWhat is going to happen to your current process

Does the old data need to be brought into the new system

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Questions to askbullHow will new items be added

bullWhat happens when a new item is added

bullDoes the item require versioning

bullWhat is going to happen to your current process

Does the old data need to be brought into the new system

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Homework for the BusinessItem Business Provides

Drop down fields List of the values

Workflows Wording for any emails (subject and body) who will it go to when is it sent

Calculated fields Calculations

Reporting Example of existing reports

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Where to startbullFlowchart the process

bullStart small and build up

bullShow them the basics so they can visualize

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Example Flowchart

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Visio flowchart icons

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Populating the Data

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

All Site Content

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Master File

bullEach employee being tracked has one

bullFocal point of all the employeersquos information

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Master File - Demographics

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Master File - Certifications

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Master File - History

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

List and Library Connections

Master File

Departmental Orientation ChecklistEmployee Data

License or Certification Lookup List

License or Certification

Requirements

Scope of Practice Attestation

Training Reports

Personnel Documents

(Document Library)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Workflows

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Employee Data - UploadbullWeekly HR report via Excel spreadsheet

bullData pasted into the Upload View (datasheet)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Employee Data - WorkflowbullOn creationbullFrom the Employee Data listbullCreates or Updates an item on the Master File

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Employee Data - StatusbullActivebullNew HirebullRehirebullMove into positiondepartment

bull Inactive (also updates term date and inactive date)bullTerminationbullMove out of positiondepartment

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Employee Data ndash CreateUpdatebullMost fields are passed straight over However a few are treated special

Status History Job Code URL

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Form Update History

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

History Section

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

SharePoint List

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Customize in InfoPath

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

SharePoint Designer

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Job Code URLbull Job Descriptions named with the job code

bullPass the job code via a parameterized link in the workflow

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Master File - WorkflowsbullEmail Department Orientation Checklist

bullLicense or Certification Required

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Upload Documents

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

LicenseCertification RequirementsbullSimple list that matches on job code

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Personnel DocumentsbullContains the following types of recordsbullResumebullProof of license or certificationbullDepartment orientation checklist

bullUpdates the Master File

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Upload Personnel DocumentsbullDocument Library with metadata

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Workflow - Personnel DocumentsbullUpdate the Master File for a resume

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Workflow - Personnel DocumentsbullLicense or Certification

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Training History Flowchart

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Training ReportbullExcel report generated by HR

bullAdmin retrieves the data from the learning management system

bullCopy and paste into a datasheet view

bullUpdates the Master File

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Workflow - Training ReportbullWorkflow

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Workflow History Alerts

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Workflow Error View

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Overall Error Page

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Workflow History Alert

bullNavigate to the workflow history list bull Add ldquoworkflow historyrdquo to the end of the

urlhttp[servername][sitename]listsWorkflow20History

bullCreate a new calculated YesNo column named ldquoIs Errorrdquobull Formula =OR([Event Type]=0[Event

Type]=10)

Workflow History Alert (continued)bullCreate a view based on the new ldquoIs Errorrdquo field

Workflow History Alert (continued)bullNow set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

Workflow History Alert (continued)bullNow set an Alert on the view

Source httpdave-sampsonblogspotcom201206simple-sharepoint-2010-workflow-errorhtml

Auditing the Data

Employee Audit Dashboard

Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bullConnectionsbullMaster File web part connects to the other three web parts

Incomplete Folder Dashboard

Incomplete Folder DashboardbullFolder Completion Status Calculation

=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

Incomplete Folder Dashboardbull jQuery to highlight columns

Expiration Dates

Expiration DatesbullMaster File List Filter bull Personnel Document

List Filter

Handing Over the Keys

Admin Page

Admin Guide

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Employee Audit Dashboard

Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bullConnectionsbullMaster File web part connects to the other three web parts

Incomplete Folder Dashboard

Incomplete Folder DashboardbullFolder Completion Status Calculation

=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

Incomplete Folder Dashboardbull jQuery to highlight columns

Expiration Dates

Expiration DatesbullMaster File List Filter bull Personnel Document

List Filter

Handing Over the Keys

Admin Page

Admin Guide

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Employee Audit DashboardbullPage with multiple web partsbull List and Libraries Web Part - Master Filebull InfoPath Form Web Part ndash Master Filebull List and Libraries Web Part ndash Personnel Documentsbull List and Libraries Web Part ndash Training Reports

bullConnectionsbullMaster File web part connects to the other three web parts

Incomplete Folder Dashboard

Incomplete Folder DashboardbullFolder Completion Status Calculation

=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

Incomplete Folder Dashboardbull jQuery to highlight columns

Expiration Dates

Expiration DatesbullMaster File List Filter bull Personnel Document

List Filter

Handing Over the Keys

Admin Page

Admin Guide

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Incomplete Folder Dashboard

Incomplete Folder DashboardbullFolder Completion Status Calculation

=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

Incomplete Folder Dashboardbull jQuery to highlight columns

Expiration Dates

Expiration DatesbullMaster File List Filter bull Personnel Document

List Filter

Handing Over the Keys

Admin Page

Admin Guide

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Incomplete Folder DashboardbullFolder Completion Status Calculation

=IF(OR([Resume CV Complete]=NO[Lic Cert Required Complete]=NO[Lic Cert Required Addtl Complete]=NO[Lic Cert Preferred Complete]=NO[Lic Cert Preferred Addtl Complete]=NO[Dept Orientation Complete]=NO[Scope of Practice Attestation Complete]=NO[Privacy and Security Acknowledgement Complete]=NO[Ongoing Training Complete]=NO[URAC Training Complete]=NO[Annual Perf Review Complete]=NO[Annual Refresher Complete]=NO[Cultural Competency Complete]=NO)NOYES)

bull List Filter

Incomplete Folder Dashboardbull jQuery to highlight columns

Expiration Dates

Expiration DatesbullMaster File List Filter bull Personnel Document

List Filter

Handing Over the Keys

Admin Page

Admin Guide

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Incomplete Folder Dashboardbull jQuery to highlight columns

Expiration Dates

Expiration DatesbullMaster File List Filter bull Personnel Document

List Filter

Handing Over the Keys

Admin Page

Admin Guide

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Expiration Dates

Expiration DatesbullMaster File List Filter bull Personnel Document

List Filter

Handing Over the Keys

Admin Page

Admin Guide

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Expiration DatesbullMaster File List Filter bull Personnel Document

List Filter

Handing Over the Keys

Admin Page

Admin Guide

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Handing Over the Keys

Admin Page

Admin Guide

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Admin Page

Admin Guide

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Admin Guide

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Technical Documentation

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Train the Admin

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Final Statebull1 employee working part-time (2 hoursday)

bull Information tracked in SharePoint

bullAbility to display all the information for a specific person on a single screen

bullTime to prepare for an audit has been reduced to hours instead of days

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck

Aha MomentbullMy Contact Info bull Sandra Mahanbull Email smahan14gmailcombull Twitter smahan14

SharePint tonight at 630pm The Garage on Beck