SharePoint has become one of the fastest-growing workplace automation solutions; according to Microsoft market research, over 75% of Fortune 500 companies are using SharePoint to manage their business processes efficiently. Custom site templates and portals allow users to enhance the capabilities of their SharePoint platform, and today we’re going to take a look at some of those solutions.

ULTIMATE forms by Infowise

Infowise’s ULTIMATEforms is a ready-to-use solution that users can integrate into their existing SharePoint/Office 365 platform and increase the functionality of their management solution. Custom templates are available for various departments of a company, including HR/Finance, Operations, Sales/Marketing, IT/Engineering. Today we're going to focus on the HR templates that are created by Infowise team and some others that are a must-have for the HR department created by our partners such as SimpleSharePoint’s HR performance review and SP Marketplace’s Employee Self Service Portal.

HR Leave Request System

Conventional methods of leave management system such as paper forms, emails, excel sheets, etc. aren’t as efficient and user-friendly as an automated leave request system. Data can be lost, and it can be hard for the HR department to manage the leave processes in a manual leave request system.

One of the main reasons companies choose to use an HR leave request system is that it provides accessibility for the employees to request leave, and the HR department can easily track the process. Furthermore, on a cloud-based solution, the data is secured, so the employees and the HR department can have peace of mind that their data will not be lost.

The out of the box HR leave request system by Infowise isn’t as restrictive as other options available on the market, and it is flexible enough to provide companies with a solution that they can customize according to their unique needs. With Infowise’s leave request system, the HR department can track the approval rate of leave of each department, have KPI indicators to monitor employee attendance, filter the leave tracking calendar for each department.

Here’s a demo of Infowise’s Leave Request System for SharePoint

HR Recruitment Process

Manual recruiting of the employees can become problematic for the HR department, especially if they are hiring at scale. Sorting potential candidates from hundreds of resumes can take up a lot of time for the HR department, and they might not be able to find the perfect candidate for the job. The HR department would also have to coordinate with the candidates via email or phone.

All these processes can be efficiently handled via Infowise’s HR recruitment process site template for SharePoint. Users can forward the candidate's resume via email or add it to the recruitment list on the site, and the multi-layered recruitment process will start automatically. The five-layered process includes

• HR Recruiter: The beginning of the process, filling out the information, etc., when this process is completed, the system sends an automated email to the relevant department.
• Technical Interview: The second steps start with the automated email; the department head will see the candidate's details such as name, experience, education, etc. They can also see the details from the previous stages in read-only mode. Then they assign the role to the candidate. With the Infowise HR site template, they can select multiple roles for the candidate and can add new roles if they don’t exist.
• HR Interview: Like the previous process, this process starts with the received email. The HR manager can view the history of the previous process and can approve the process to continue it. They can also add remarks if they want.
• Division Approval: In this process, the department manager can select a job role for the candidate, select an approved salary, and approve the candidate to move the process further.
• HR Approval: In the last process, the HR manager can choose the option to notify the candidate, both in the case of approval and rejection, select a hire date, select a job offer expiration date and give the final approval.

Color coding allows users to track the stage of the process quickly. When these five processes are completed, if the candidate is approved, they will receive an automatically generated job offer with details including, job role, department, salary, benefits, etc.

Tutorial of the Infowise HR recruitment process site template for SharePoint

Employee Training

Training is key to business development; policies and procedures are always changing, and it’s essential to keep up with them so the employees can maintain or increase productivity. Employee training requires the HR department to define training requirements, assign tasks, deploy the training program, and log the results for each employee. Manual employ training is a time-consuming process, and it wastes a lot of time for both the employees and the HR departments.

Companies can integrate their SharePoint with Infowise’s employee training solution, which allows them to create new courses, classify them according to the department, and set the number of training participants. Course materials can also be uploaded on the solution, users can also link them to the relevant course, and the employees can register to the course with a single click. After the session is finished, employees can submit their feedback so the training process can be improved if necessary. Another good thing about the Infowise employee training template is that it automatically calculates the top graded courses. Users can also view their past courses, the courses they teach, and upcoming courses with details of location, trainer, etc. Users can also access the training calendar, which makes it convenient for them to see and select a suitable course.

Demo of Infowise employee training site template

Help Desk

Manual processing of the service requests can flood your helpdesk, and a large number of applications might even become the reason for your helpdesk to need help.

Infowise’s user-friendly helpdesk site template allows employees and users to make requests more efficiently, monitor the process, generate and track relevant tasks, and convert requests into a KB article. Requests can also be made via email, end users can edit a subset of the related columns of the ticket creation, and alerts can be set up to notify the support team on ticket creation. After the request is assigned, an automated email is sent to the person responsible for solving the issue. The resolution process can be broken down into a set of tasks and can be tracked individually; these broken down tasks can be assigned to different people and have an individual due date and progress status.

Tutorial of Infowise help desk site template

Simple SharePoint Staff Performance Review

Manual processing of the performance review can be a dreadful process for both the employees and the managers; the HR department would have to collect the information from each department then compile it. This can waste a lot of time for both parties and end up becoming a bad thing.

To avoid this, companies choose automated portals such as Simple SharePoint staff performance review portal; it allows the HR department to streamline the review process by providing convenience to track employee goals and accomplishments in a user-friendly interface, alerts and rating systems can also be set-up and customization of the HR portal allows users to tailor it according to their requirements.

Simple SharePoint staff performance review portal also allows the HR department to search through multiple data fields, track and review status changes and audit history, maintain record of past reviews, assign appropriate access level to the departments, provide self-evaluation option for the employees which is submitted automatically, monitor progress and status with dashboards, assign access to edit the solution and request additional performance feedback via automated emails.

Demonstration of Simple SharePoint’s HR performance review portal

SP Marketplace’s Employee Self-Service Portal

When a company grows, the individual departments in the company grow as well and form processes of their own to provide services to the employees. Because each department is different from the other, they may develop procedures that are poles apart from each other and can cause problems for the employees.

Guide of SP Marketplace Employee Self Service for Office 365 and SharePoint

SP Marketplace Employee Self-Service Portal (ESS) allows the companies to provide a central point for the employees to access cross-functional resources, help and processes consistently. SP ESS is an Intranet that targets operational needs and offers employees with consistent access to documents. Employees can receive assistance through a centralized help desk, access business processes that are frequently used, such as submitting time off, travel requests, and filling out expense reports. Employees can also access policies and procedures libraries across all departments. Managers can also benefit from the SP ESS; they can approve requests from a central portal.