SharePoint 可以用来维护员工表单吗?

发布于 2024-09-27 00:04:40 字数 182 浏览 8 评论 0原文

我们希望在 SharePoint 中创建一些内容,以确保为每个员工填写一组表格(即税务表格、竞业禁止表格等)。人力资源人员可以访问列出员工的页面,并且在选择特定员工后,他们将看到这些已填写表格的列表,可以打开这些表格来查看文档。

使用开箱即用的功能可以很容易地完成这种情况吗?或者自定义工作流程、Web 部件或其他东西是最好的选择吗?

We'd like to create something within SharePoint that would allow to ensure a set of forms is completed for each employee (i.e., Tax forms, non-compete, etc.). HR staff would have access to a page listing employees and upon selecting a specific employee, they would be shown a list of these completed forms which could be opened to view the document.

Is this scenario something that can be done fairly easy with out of the box features? Or would a custom workflow, web part, or something else be the best bet?

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风为裳 2024-10-04 00:04:40

开箱即用的最简单方法是使用其中包含多个文档/表单模板的单个文档库(或可能的表单库)。然后创建一个按创建者分组的视图。然后,人力资源部门可以扩展员工并查看已填写的内容。

要限制员工查看其他员工的表单,请将“查看”和“编辑”选项设置为 只有他们自己的。确保 HR 对列表和/或网站具有更高级别的权限,以便查看所有员工。

The easiest way to do it out of the box would be to use a single Document Library (or possibly Forms Library) that has multiple document/form templates in it. Then create a View that groups by Created By. HR could then expand on an Employee and see what has been filled out.

To limit an Employee from seeing the forms of another Employee, set the View and Edit options to Only Their Own. Make sure that HR has a higher level of permissions for the list and/or site in order to see all Employees.

最偏执的依靠 2024-10-04 00:04:40

如果您没有复杂的工作流程 - 我的建议是使用 InfoPath 表单填充 SharePoint 列表 (这篇文章将是一个好的开始)。

在其他情况下,解决方案在很大程度上取决于您的业务需求,并且可能会有所不同,从简单的 SP 列表到具有 infopath 表单和自定义 Web 部件的自定义工作流程。

If you don't have complex workflows - my advice will be to populate SharePoint List using InfoPath Forms (this article will be a good start).

In other case solution heavily depends on your business requirements and may vary from simple SP List to custom workflows with infopath forms and custom webparts.

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