Empowering HR Managers and Practitioners with Easy-to-Use SharePoint Solutions

Human Resources teams play a key role in fostering a productive, compliant, and inclusive workplace. Yet many HR professionals still rely on paper forms, spreadsheets, and email chains. These are prone to errors, delays, and lost data. The modern workplace demands digital tools that are intuitive, secure, and scalable. By using SharePoint combined with Infowise Ultimate Forms, HR teams can digitize and streamline key workflows without writing a single line of code.

Why HR Needs Better Digital Tools

A Centralized Platform

SharePoint provides a single, secure space for documents, structured data, and workflows all within Microsoft 365. All HR processes, attachments, and records live in one place, making them easy to access, track, and archive.

No-Code Yet Configurable

With Infowise Ultimate Forms, HR staff can build customized forms, reports, and workflows through a drag-and-drop designer. It supports conditional fields, dynamic approvals, alerts, dashboards, electronic signatures, and mobile friendliness, all without developer support.

Flexible and Reusable

Built to be modular, solutions created in Infowise can be cloned and repurposed across multiple environments or processes, such as onboarding, training requests, departures, and policy acknowledgements.

Key HR Processes Made Better in SharePoint with Infowise Ultimate Forms

Leave Requests and Approval

Use a single SharePoint list to track employee absence requests. Build a friendly request form with date pickers, reason dropdowns, and attachments. Automate routing, notify managers by email or Teams, lock entries once approved, and update calendars. Add reminders for upcoming leaves and provide dashboards showing planned absences.

Onboarding and Offboarding

Track new employee tasks and documentation in one place. Forms capture personal details, IT needs, compliance forms, and required signatures. Rule-based workflows notify HR, managers, and IT teams at defined stages. Dashboards keep everything on track before Day One.

Performance and Training Requests

Employees and managers enter development needs with fields for skill focus, timelines, and budget. Easy approvals and rejection logic are paired with automated notifications. Electronic signatures provide audit tracking, and reports show outstanding requests and fulfilled training.

Expense Reimbursements

Create forms with multiple line items, receipt uploads, and automatic totals. Include approval steps for managers and finance teams, and add escalations for overdue claims. User profiles help auto-fill fields like department and manager, making the process smoother and more secure.

Policy Acknowledgement and Surveys

HR can create public or internal forms for staff to acknowledge policies or provide feedback. Conditional logic ensures forms are submitted correctly, and results are automatically tracked for compliance.

Core Infowise Ultimate Forms Capabilities for HR Workflows

Example: Building a Leave Request System

Note: when you install one of our pre-configured business solutions, everything is created and configured for you in seconds automatically.

1. Setup List and Form
   Create a SharePoint list with fields like Employee, Leave Type, Start and End Dates, Status, and Manager Signature. Use the Infowise Form Designer to organize fields into tabs for easier navigation.

2. Add Rules and Permissions
   Default current user as the requester. Hide manager fields until the appropriate status is reached. Ensure dates are entered in the correct order.

3. Build the Workflow
   Use Infowise Actions to move the request to “Pending.” Send automatic notifications to the manager. Include digital signature fields and lock the form after final approval.

4. Create Views and Calendars
   Build color-coded calendar views using Infowise Charts. Add dashboards showing total leave requests, pending approvals, and time-off trends.

5. Automate Reminders
   Schedule alerts for upcoming leave dates, overdue approvals, or pending requests. Use conditional alerts to remind only the appropriate users.

6. Pilot and Launch
   Start with one team or department. Collect feedback, adjust, and deploy the solution more broadly.

Scaling Beyond One Workflow

After your initial deployment, expand the system by cloning and customizing forms for new workflows, including:

• Job Applications and Interview Scheduling

• Internal Promotions

• Disciplinary Records

• Equipment Requests

• Travel Authorizations

Infowise Ultimate Forms supports each of these processes with forms, automation, dashboards, and permissions.

Secure and Compliant by Design

HR data is highly sensitive, and Infowise Ultimate Forms keeps it safe with features like:

• Role-based access to lists and fields

• Audit trails with timestamps and signature tracking

• Integration with existing SharePoint security settings

• Compliance with retention and document lifecycle policies

Training and Support Resources

Infowise Ultimate Forms helps HR teams stay productive with:

• Step-by-step online documentation

• Video tutorials for common HR processes

• Prebuilt templates available in the Solution Catalog

• Webinars and live training sessions

• Access to certified partners for custom solutions

Benefits for HR Leaders

• Fast deployment without waiting on IT

• Better visibility into staffing and training needs

• Fewer errors and manual interventions

• A modern, user-friendly interface employees want to use

• Scalable design for long-term use and adaptation

Getting Started

1. Add Infowise Ultimate Forms to your SharePoint environment.

2. Choose a template or create your own custom solution.

3. Build forms and workflows using the visual interface.

4. Pilot the process with HR or another internal team.

5. Roll out to more users and expand to other workflows.

6. Monitor usage and performance through built-in dashboards.

Conclusion

SharePoint combined with Infowise Ultimate Forms offers HR professionals a powerful, no-code platform for managing employee-related processes. It eliminates paperwork, improves compliance, and ensures a better experience for both HR and employees. Whether you are tracking leave, onboarding new hires, or automating approvals, Infowise helps HR teams work faster, smarter, and more securely.

Explore the HR Solutions powered by Infowise Ultimate Forms and start building your first digital workflow today.