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 ...
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.
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.....
ChrisWebbTech No worries thanks. I was looking at Dynamics 365 HR, but it's pretty expensive considering what we pay for a year for o365.
- I have looked at using Sharepoint online in o365, using document sets, etc. Once you get in there and start building/configuring it gets complicated quick and we haven't even gotten to training folks to use LOL.
Hi ChrisWebbTech - by any chance did you ever get to this?
na. We keep pushing it back. I’ve done something similar with the permission hacking. But haven’t done the HR flow yet.
