How to streamline your HR processes with SharePoint Infowise Ultimate Forms
Amir Shingray
Amir Shingray
June 23, 2022 | Enterprise

When it comes to SharePoint, there are endless possibilities for how you can use the platform to create solutions for your business needs - including human resources (HR) management. And when you pair SharePoint with a tool like Infowise Ultimate Forms, you can take your SharePoint-based HR solutions to the next level. Infowise Ultimate Forms is a powerful SharePoint add-on that allows you to create custom forms and workflows - perfect for streamlining HR processes like onboarding, performance reviews, time-off requests, and more. In this post, we'll show you how to leverage the power of SharePoint and Infowise Ultimate Forms to create some typical HR solutions/processes.

Creating an Employee Onboarding Process with SharePoint and Infowise Ultimate Forms

One of the most critical HR processes - and one that SharePoint and Infowise can help you streamline - is onboarding. A well-run onboarding process sets new employees up for success by providing them with the information, resources, and support they need to hit the ground running in their new role. SharePoint's out-of-the-box features (like document libraries, lists, and workflows) can be leveraged to create a custom employee onboarding process that's tailored to your specific needs. And when you add Infowise Ultimate Forms into the mix, you can take your SharePoint onboarding solution even further by creating custom forms and workflows that streamline and automate key steps in the process.

Here's an example of how you could use SharePoint and Infowise Ultimate Forms to create a simple yet effective employee onboarding process:

- New employees fill out an online form with basic information like their name, contact info, start date, etc. This form can be created using Infowise Ultimate Forms' drag-and-drop form builder.

- Once the form is submitted, a SharePoint workflow is triggered that automatically assigns tasks to the appropriate people (e.g., someone from HR needs to send the new hire their employee handbook, someone from IT needs to set up their computer account, etc.). These tasks can be created and assigned using SharePoint's out-of-the-box workflow functionality.

- As each task is completed, the responsible party marks it as complete in SharePoint. This allows everyone to see at a glance what still needs to be done and who is responsible for doing it.

- When all of the tasks have been completed, the workflow automatically sends a notification to the new hire (and their manager), letting them know they are all set to start their first day on the job.

Creating a Performance Review Process with SharePoint and Infowise Ultimate Forms

Another common HR process that SharePoint and Infowise Ultimate Forms can help you streamline is performance reviews. Performance reviews provide employees with feedback on their work and identify areas where they need to continue to improve. They also give managers the opportunity to recognize employees for their successes and hard work. SharePoint's built-in features (like lists, views, and alerts) can be leveraged to create a custom performance review process that's tailored to your specific needs. And when you add Infowise Ultimate Forms into the mix, you can take your SharePoint performance review solution even further by creating custom forms and workflows that streamline and automate key steps in the process.

Here's an example of how you could use SharePoint and Infowise Ultimate Forms to create a simple yet effective performance review process:

- Employees fill out an online form with their self-assessment of their performance. This form can be created using Infowise Ultimate Forms' drag-and-drop form builder.

- Once the form is submitted, a SharePoint workflow is triggered that automatically assigns tasks to the appropriate people (e.g., the employee's manager needs to fill out their assessment of the employee's performance, the HR department needs to review the form, etc.). These tasks can be created and assigned using SharePoint's out-of-the-box workflow functionality.

- As each task is completed, the responsible party marks it as complete in SharePoint. This allows everyone to see at a glance what still needs to be done and who is responsible for doing it.

- When all of the tasks have been completed, the workflow automatically sends a notification to the employee (and their manager), letting them know their performance review is ready.

By leveraging the power of SharePoint and Infowise Ultimate Forms, you can create custom HR solutions that streamline and automate key processes like onboarding and performance reviews. And because SharePoint is a flexible platform that can be customized to meet your specific needs, the sky's the limit when it comes to what you can create. So if you're looking for ways to improve your HR processes, consider using SharePoint and Infowise Ultimate Forms to create custom solutions that will save you time and money.

Here are Infowise resources you can leverage to have a strong start when creating your Hr Solutions Sharepoint site:

Ultimate Forms one-month Free trial

Prebuilt Hr Solutions

Premium Hr Solutions

Webinars

Conclusion

SharePoint Infowise Ultimate Forms will help you streamline your HR processes, making them more efficient and effective. With our easy-to-use forms builder, you can create custom forms for any HR process, without having to write a single line of code. Plus, our powerful workflow engine will make sure that your forms are processed automatically, so you can focus on your business goals.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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