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SharePointalooza, Branson, MO September 12-13, 2014
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SharePoint in the World of Human Resources
Branson, MOSeptember 12-13, 2014
2 | SharePointalooza – Branson, MO 2014
Sandra Mahan
20+ Years Experience in Human Resources and PHR (Professional in Human Resources)
Former Business Analyst
Power User who enjoys sharing information with others.
Speaker at SharePoint Saturdays and Evolution Conference in London and SharePoint Live! 360 in Orlando
Contact Info:
Twitter: @smahan14Email: [email protected]
SharePoint Team Lead, Cambia Health SolutionsLewiston, Idaho
3 | SharePointalooza – Branson, MO 2014
Thank you, sponsors!Rock Star Sponsors
Performer Sponsors
Giveaway Sponsors
Soloist Sponsors
4 | SharePointalooza – Branson, MO 2014
A Few Reminders Download the attendee packet at
http://bit.ly/SPAloozaAttendee
Attend the “Rock Star” Sessions at the end of each day for fun, raffle prizes, wrist bands for concert access, and your chance to win a Surface Pro 3
Attend Nintex’s Brown Bag lunch Friday and Saturday (lunch provided for first 100 people)
Tweet about the event using #SharePointalooza Thank our sponsors Have a great time!
5 | SharePointalooza – Branson, MO 2014
The BandsWhat better way to unwind after a long day of working out your brain than with some great live music at the amazing outdoor stage at Branson Landing!
The bands will be playing both Friday and Saturday night from 6:30 pm to 10 pm.
6 | SharePointalooza – Branson, MO 2014
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
Quarter calculation: =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 Example
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
Update Site Permissions
Remove the ability for users to create alerts on the list or manage personal views.
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
Workflow Actions on Menus
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
74 | SharePointalooza – Branson, MO 2014
Aha moment?
Questions?
My Contact Info:• Sandra Mahan• Email: [email protected]• Twitter: @smahan14• Slides: www.slideshare.net/sharepointsandra
Thank you for attending!
