SharePoint in the World of Human Resources COM709.
-
Upload
zoe-houston -
Category
Documents
-
view
218 -
download
0
Transcript of SharePoint in the World of Human Resources COM709.
![Page 1: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/1.jpg)
SharePoint in the World of Human Resources
COM709
![Page 2: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/2.jpg)
Who Am I?
Sandra Mahan
PHR – Professional in Human Resources
Idaho
![Page 3: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/3.jpg)
Real-World Examples
Business Continuity Plan
Job Description Template
Performance Review
Company Credit Card
Wellness Program
![Page 4: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/4.jpg)
BusinessContinuity
Plan
![Page 5: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/5.jpg)
User Request
Word Document with 20+ pages
Ongoing revisions
Multiple Users
Reporting
![Page 6: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/6.jpg)
Form Sample
![Page 7: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/7.jpg)
Completion Level
![Page 8: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/8.jpg)
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
![Page 9: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/9.jpg)
SharePoint View
![Page 10: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/10.jpg)
Conditional Formatting
Quarter calculation:
=TODAY()-92 ($AO$1)
Annual calculation:
=TODAY()-365 ($AN$1)
![Page 11: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/11.jpg)
Outcome
Calculated field
SharePoint view that can be filtered
Conditional formatting in Excel
![Page 12: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/12.jpg)
Job Description
Template
![Page 13: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/13.jpg)
User Request
Template with instructions
Standardized format
![Page 14: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/14.jpg)
Original Document
![Page 15: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/15.jpg)
Minimum Requirements
![Page 16: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/16.jpg)
Print View
![Page 17: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/17.jpg)
Customize the Field
![Page 18: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/18.jpg)
Information Icon
![Page 19: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/19.jpg)
Outcome
Drop-down Lists
Print view
Alternative text
![Page 20: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/20.jpg)
Performance Review
![Page 21: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/21.jpg)
User Request
Multiple performance objectives
Supervisor and Employee can complete different sections
Sign the form
Protect form from others
![Page 22: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/22.jpg)
Manager Performance Review
![Page 23: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/23.jpg)
Click to Sign
![Page 24: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/24.jpg)
Rules
![Page 25: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/25.jpg)
Signature Rule
![Page 26: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/26.jpg)
Item Level Permissions
![Page 27: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/27.jpg)
Employee Performance Review
![Page 28: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/28.jpg)
Signature Section
![Page 29: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/29.jpg)
Overall Performance Rating
![Page 30: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/30.jpg)
Form Maintenance View
![Page 31: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/31.jpg)
Instructions View
![Page 32: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/32.jpg)
Employee Self Review
![Page 33: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/33.jpg)
Security Workflow
![Page 34: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/34.jpg)
Performance Feedback Survey
![Page 35: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/35.jpg)
Performance Feedback Survey Summary
![Page 36: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/36.jpg)
Security Workflow
![Page 37: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/37.jpg)
Manager Dashboard
![Page 38: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/38.jpg)
Behind the Scenes
![Page 39: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/39.jpg)
Outcome Repeating tables
Validate user (opened by)
Set a field’s value
Impersonation workflow
Manager Dashboard
![Page 40: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/40.jpg)
Company Credit Card Application
![Page 41: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/41.jpg)
User Request
Instructions
Application
Quiz
Approval Process
![Page 42: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/42.jpg)
Instructions
![Page 43: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/43.jpg)
Quiz
![Page 44: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/44.jpg)
Quiz Formatting
![Page 45: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/45.jpg)
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
![Page 46: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/46.jpg)
Outcome
Show / Hide Sections
Calculate Quiz Score
![Page 47: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/47.jpg)
Wellness Program
![Page 48: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/48.jpg)
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
![Page 49: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/49.jpg)
Wellness Scorecard
![Page 50: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/50.jpg)
Seasonal Wellness Program
![Page 51: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/51.jpg)
Registration Process
![Page 52: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/52.jpg)
Current User Filter
![Page 53: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/53.jpg)
Program Weeks
![Page 54: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/54.jpg)
Rule 1
Tab Rules
Rule 2 Rule 3
![Page 55: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/55.jpg)
Change Program
![Page 56: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/56.jpg)
Program Validation
![Page 57: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/57.jpg)
Outcome SharePoint Page User Filter Web Part
Form Tabs
Show / Hide Sections
Auto-populate scorecard once completed
![Page 58: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/58.jpg)
Quick Tips
![Page 59: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/59.jpg)
Item Level Permissions
![Page 60: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/60.jpg)
Custom Action
![Page 61: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/61.jpg)
Rule Inspector
![Page 62: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/62.jpg)
Rule Inspector
![Page 63: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/63.jpg)
substring-before(substring-after(/processing-instruction()[local-name(.) = "mso-infoPathSolution"],
'solutionVersion="'), '"')
Form Template Version
Form Template Version 1.0.0.688
![Page 64: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/64.jpg)
Aha Moment?
![Page 65: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/65.jpg)
Questions?
![Page 66: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/66.jpg)
My Contact Information
Sandra Mahan
Email: [email protected]
Twitter: @smahan14
Slides: sharepointsandra.wordpress.com
![Page 67: SharePoint in the World of Human Resources COM709.](https://reader036.fdocuments.net/reader036/viewer/2022062409/5697bfac1a28abf838c9b560/html5/thumbnails/67.jpg)
Thank you for attending!