The document provides an overview of the key features and functionality of an HR system built using SharePoint, including the ability for employees to update their records, request and track holiday approvals, log and track leave, conduct performance reviews, and analyze absenteeism and appraisal data. Key features allow for self-service access to HR processes, role-based permissions to update records, automated notifications, and integration with organizational structures and databases.

1. A brief overview of our
SharePoint HR System
www.isritechnologies.com

2. Self-Service Portal – quick links to all processes that are invoked as part of
the installation and all relevant to the employee logged in

3. Ability for employees to be given permissions to update specific fields and
sections within their employee record
Line Managers and / or HR Managers get extended privileges to set-up and
update extended employee data.

4. Ability to view your own (and your team, dept. etc. depending on privileges)
holiday calendar
Ability to request a
holiday

5. Ability to request a
holiday
Shows current entitlement status and allow
booking holiday for future years
Approval process invoked
on submission
Shift (Working
Time), Bank &
Company holidays
included in
calculation
Automated notifications of
approval by email and / or text
message

6. Ability to log Leave and invoke process
Self Certification and Doctors Note
expiry date recording – highlights out-
of-date on management dashboard
Categorisation of Leave for analysis
purposes
Return to Work Process

7. Absenteeism Analysis with options for comparisons month on month / year
on year and comparing employees to organisational averages

8. • Employee starts appraisal process by completing specified sections.
• All data captured in the form is promoted out to the SharePoint databases so that analysis and
views can be commissioned – i.e. ratings
• Upon submission line manager notified to undertake review

9. • Line Manager view exposes all sections to complete.
• Key Objectives split out as its own section so individual objectives can be assigned and allocated
target dates – this facilitates an employee Appraisal Objectives option from their self-service
portal

10. • Dynamically build from employee record with options to filter within the structure:
• Organisation / Company / Region / Department / Line Manager
• Indicates head count
• Accounts for an employee reporting to more than 1 manager (roles list)
• Relates to an organisation structure template - to account for unfilled job posts and maybe planned numbers vs. actual?