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TRANSCRIPT
SharePoint in the World of Human
ResourcesSPW08
Sandra MahanSharePoint Team Lead
Level: Introductory
Who Am I?
• Sandra Mahan
• PHR – Professional in Human Resources
• Idaho
Real-World Examples
• Business Continuity Plan
• Job Description Template
• Performance Review
• Company Credit Card
• Wellness Program
• Employee Handbook
BUSINESS CONTINUITY PLAN
User Request
• Word Document with 20+ pages
• Ongoing revisions
• Multiple Users
• Reporting
Form Sample
Completion Level
Calculated fields with nested IF statement
=IF(AND(AND([Customers Complete]=TRUE),AND([Communication Complete]=TRUE),AND([Plan Details Complete]=TRUE),AND([Org Chart Complete]=TRUE),AND([Vendors Complete]=TRUE),AND([Dept Roster Complete]=TRUE),AND([Staffing Complete]=TRUE),AND(NOT(ISBLANK([Annual Call Tree Exercise]))),AND(NOT(ISBLANK([Annual Call Tree Resolved]))),AND(NOT(ISBLANK([Qtrly Updates]))),AND(NOT(ISBLANK([Training])))),"Complete","----")
Reporting
SharePoint View
Conditional Formatting
Quartercalculation: =TODAY()-92 ($AO$1)
Annual calculation: =TODAY()-365 ($AN$1)
Outcome
• Calculated field
• SharePoint view that can be filtered
• Conditional formatting in Excel
JOB DESCRIPTION TEMPLATE
User Request
• Template with instructions
• Standardized format
Original Document
Minimum Requirements
Print View
Customize the Field
Information Icon
Outcome
• Drop-down Lists
• Print view
• Alternative text
PERFORMANCE REVIEW
User Request
• Multiple performance objectives
• Supervisor and Employee can complete different sections
• Sign the form
• Protect form from others
Manager Performance Review
Click to Sign
Rules
Signature Rule
Item Level Permissions
Employee Performance Review
Signature Section
Overall Performance Rating
Form Maintenance View
Instructions View
Employee Self Review
Security Workflow
Performance Feedback Survey
Security Workflow
Performance Feedback Survey Summary
Manager Dashboard
Behind the Scenes
Outcome
• Repeating tables
• Validate user (opened by)
• Set a field’s value
• Impersonation workflow
• Manager Dashboard
COMPANY CREDIT CARD APPLICATION
User Request
• Instructions
• Application
• Quiz
• Approval Process
Instructions
Quiz
Quiz Formatting
my:Quiz/my:Q1 + my:Quiz/my:Q2 + my:Quiz/my:Q3 + my:Quiz/my:Q4 + my:Quiz/my:Q5 + my:Quiz/my:Q6 + my:Quiz/my:Q7 + my:Quiz/my:Q8 + my:Quiz/my:Q9 + my:Quiz/my:Q10 + my:Quiz/my:Q11 + my:Quiz/my:Q12 + my:Quiz/my:Q13 + my:Quiz/my:Q14 + my:Quiz/my:Q15 + my:Quiz/my:Q16 + my:Quiz/my:Q17 + my:Quiz/my:Q18 + my:Quiz/my:Q19 + my:Quiz/my:Q20 != 200
Quiz Calculation
Outcome
• Show / Hide Sections
• Calculate Quiz Score
WELLNESS PROGRAM
User Request
• Create a Wellness Program
• Include click to validate programs as well as seasonal wellness programs
• Can only see individual form
• Can’t see future program weeks
Wellness Scorecard
Seasonal Wellness Program
Registration Process
Current User Filter
Program Weeks
Rule 1
Tab Rules
Rule 2 Rule 3
Change Program
Program Validation
Outcome
• Current User Filter Web Part
• Form Tabs
• Show / Hide Sections
• Auto-populate scorecard once completed
EMPLOYEE HANDBOOK
User Request
• Upload the employee handbook to SharePoint
• Must be able to know what it looked like at a point in time
• Ability to print entire handbook
Employee Handbook Display
Handbook Sections
View Setup
Outcome
• Created pages for each section
• Enabled versioning control
• Ordered the handbook by section using metadata
• Ability to print the entire handbook to PDF
QUICK TIPS
Item Level Permissions
Custom Action
Rule Inspector
Rule Inspector
substring-before(substring-after(/processing-instruction()[local-name(.) = "mso-infoPathSolution"], 'solutionVersion="'), '"')
Form Template Version
Form Template Version 1.0.0.688
AHA MOMENT?
QUESTIONS?
My Contact Information
• Sandra Mahan
• Email: [email protected]
• Twitter: @smahan14
• Slides: sharepointsandra.wordpress.com
THANK YOU FOR ATTENDING!