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SharePoint in the World of Human Resources
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SharePoint in the World of Human Resources
COM709
Who Am I? Sandra Mahan
PHR – Professional in Human Resources
Idaho
Real-World Examples Business Continuity Plan
Job Description Template
Performance Review
Company Credit Card
Wellness Program
BusinessContinuity
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
Outcome Calculated field
SharePoint view that can be filtered
Conditional formatting in Excel
Job Description
Template
User Request Template with instructions
Standardized format
Original Document
Minimum Requirements
Print View
Customize the Field
Information Icon
Outcome Drop-down Lists
Print view
Alternative text
Performance Review
User Request Multiple performance objectives
Supervisor and Employee can complete different sections
Sign the form
Protect form from others
Manager Performance Review
Click to Sign
Rules
Signature Rule
Item Level Permissions
Employee Performance Review
Signature Section
Overall Performance Rating
Form Maintenance View
Instructions View
Employee Self Review
Security Workflow
Performance Feedback Survey
Performance Feedback Survey Summary
Security Workflow
Manager Dashboard
Behind the Scenes
Outcome Repeating tables
Validate user (opened by)
Set a field’s value
Impersonation workflow
Manager Dashboard
Company Credit Card Application
User Request Instructions
Application
Quiz
Approval Process
Instructions
Quiz
Quiz Formatting
my:Quiz/my:Q1 + my:Quiz/my:Q2 + my:Quiz/my:Q3 + my:Quiz/my:Q4 +
my:Quiz/my:Q5 + my:Quiz/my:Q6 + my:Quiz/my:Q7 + my:Quiz/my:Q8 +
my:Quiz/my:Q9 + my:Quiz/my:Q10 + my:Quiz/my:Q11 + my:Quiz/my:Q12 +
my:Quiz/my:Q13 + my:Quiz/my:Q14 + my:Quiz/my:Q15 + my:Quiz/my:Q16
+ my:Quiz/my:Q17 + my:Quiz/my:Q18 + my:Quiz/my:Q19 +
my:Quiz/my:Q20 != 200
Quiz Calculation
Outcome Show / Hide Sections
Calculate Quiz Score
Wellness Program
User Request Create a Wellness Program
Include click to validate programs as well as seasonal wellness programs
Can only see individual form
Can’t see future program weeks
Wellness Scorecard
Seasonal Wellness Program
Registration Process
Current User Filter
Program Weeks
Rule 1
Tab Rules
Rule 2 Rule 3
Change Program
Program Validation
Outcome SharePoint Page User Filter Web Part
Form Tabs
Show / Hide Sections
Auto-populate scorecard once completed
Quick Tips
Item Level Permissions
Custom Action
Rule Inspector
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 Posted: www.sharepointsandra.wordpress.com
Thank you for attending!
