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SharePoint in the World of Human Resources COM709

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. Business Continuity Plan.

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SharePoint in the World of Human Resources COM709

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  1. SharePoint in the World of Human ResourcesCOM709

  2. Who Am I? • Sandra Mahan • PHR – Professional in Human Resources • Idaho

  3. Real-World Examples • Business Continuity Plan • Job Description Template • Performance Review • Company Credit Card • Wellness Program

  4. BusinessContinuityPlan

  5. User Request • Word Document with 20+ pages • Ongoing revisions • Multiple Users • Reporting

  6. Form Sample

  7. Completion Level

  8. Reporting 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","----")

  9. SharePoint View

  10. Conditional Formatting Quarter calculation: =TODAY()-92 ($AO$1) Annual calculation: =TODAY()-365 ($AN$1)

  11. Outcome • Calculated field • SharePoint view that can be filtered • Conditional formatting in Excel

  12. Job Description Template

  13. User Request • Template with instructions • Standardized format

  14. Original Document

  15. Minimum Requirements

  16. Print View

  17. Customize the Field

  18. Information Icon

  19. Outcome • Drop-down Lists • Print view • Alternative text

  20. Performance Review

  21. User Request • Multiple performance objectives • Supervisor and Employee can complete different sections • Sign the form • Protect form from others

  22. Manager Performance Review

  23. Click to Sign

  24. Rules

  25. Signature Rule

  26. Item Level Permissions

  27. Employee Performance Review

  28. Signature Section

  29. Overall Performance Rating

  30. Form Maintenance View

  31. Instructions View

  32. Employee Self Review

  33. Security Workflow

  34. Performance Feedback Survey

  35. Performance Feedback Survey Summary

  36. Security Workflow

  37. Manager Dashboard

  38. Behind the Scenes

  39. Outcome • Repeating tables • Validate user (opened by) • Set a field’s value • Impersonation workflow • Manager Dashboard

  40. Company Credit Card Application

  41. User Request • Instructions • Application • Quiz • Approval Process

  42. Instructions

  43. Quiz

  44. Quiz Formatting

  45. Quiz Calculation 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

  46. Outcome • Show / Hide Sections • Calculate Quiz Score

  47. Wellness Program

  48. 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

  49. Wellness Scorecard

  50. Seasonal Wellness Program

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