Forum Discussion
Use SharePoint for yearly employee performance reviews.
Hello,
We are trying to build a solution using SharePoint to perform yearly employee performance reviews - Peer feedback, employee manager review and self evaluation. Does anyone had a chance to build something for a similar use case? I tried to build templates, content types, document sets but it turned out to be cumbersome. Any thoughts on this?
Thanks!
- Don't use SharePoint =).
I've got the same ask from HR, but it was last minute so they had to do it old school. But next year I might cook something up. Problem is you'll have to use a bunch of flows to set permissions on performance reviews, and probably a powerapps front end to guide them through a wizard / form for the review, although it could be a SharePoint form.
You'll have to collect some data if you don't have AD setup right, that when it's submitted, you have a field for their manager so the flow can give that manager permission to their entry. HR Could be site collection admins on the site it lives on so they have access to all reviews without having to manually add.
Honestly, there isn't a clean way to do it, it's going to be very very cumbersome because of the permissioning and thinking around that layer before you can begin to even think about the actual form / process surrounding the actual review itself.ChrisWebbTech just curious what you ended up doing with this?
- Haven't gotten to it yet, got pushed for other projects, I'm tackling On-Boarding with HR this year, so might throw this in, but nothing done as of yet, they still doing it the paper and e-mail method.....
- I've done something similar, but using SharePoint lists. What I did was set the permissions on the lists so that users could only view their own items, then used the org hierarchy to set the row-level security in Power BI (users can see records for people reporting up through them using PATHCONTAINS()). I would not do this with files if you can avoid it, because then you have to set actual file permissions and it's a mess (whereas with lists you can just do dynamic row-level security).
