Creating an Effective HR Portal in SharePoint ©

Creating an Effective HR
Portal in SharePoint©

Use a Pre-Built HR Portal to
Accelerate your SharePoint©
Portal Strategy
Presentation distilled from a previously presented
Human Resources Portal webinar sponsored by Enwisen/Infor.
SharePoint© is a copyright of The Microsoft Corporation

Copyright © Enwisen, Inc. All rights reserved.

Better HR Service Delivery. Fewer Resources. Lower Costs.

Why Most Corporate Portals Have
Not Fulfilled Promise
• Communications –
fragmented or missing
 Not searchable
 Not personalized
 Not on-demand
• Not in context to
transactions

Think about popular websites …
info vs. transaction



A Knowledgebase with Any Portal
Strategy – Best of Both Worlds

Personalization

Links to
transaction

Search – 2 clicks
or less

Benefits, Policies, Life Integration with
Events, Manager other apps/links
Information to other portals


SharePoint© Strengths and Challenges
• Strengths
 Flexible tools to meet wide variety of corporate portal needs consistently
and across the enterprise
• Challenges for HR Portal Component
 Content is difficult to create, maintain and organize
 Challenges building integration to HR Apps
 Difficult to find pertinent content in relation to transactions
 Difficult to get relevant search results
 Difficult to personalize content for employee groups
 Typically created within a firewall so not available 24/7 when most
employees need it
 High up-front and ongoing effort

Do your HR and IT departments have these resources?


SharePoint© Advantages – How an Integrated
Knowledgebase Complements Your Strategy



How the Integration Works to
Complement SharePoint©



How Integration Complements SharePoint©



Up-to-Date, Personalized Content
Creating HR portal content, and making it relevant/searchable,
significantly impacts IT/HR resources. Beyond initial “cleaning
and loading,” ongoing resources are required to maintain.
•SaaS – requires fewer IT/HR resources because we:
 Configure and maintain all your content
 Deliver extensive pre-built HR content – i.e., regulatory, life events
 Provide highly-configurable, HR-specific platform – pre-built
templates, information architecture, search optimization
 Invest in ongoing R&D and leverage best practices from our extensive
user community
 Have partnerships with all major HRMS and self-service vendors
 Use adapters for dynamic passing of indicative data and hundreds of
pre-mapped touchpoints



Many Subjects

HR Communication spans aavariety of interrelated subjects
HR Communication spans variety of interrelated subjects

Benefits
Benefits Policies
Policies Training Pay Pay
Performance Other
Benefits Policies Training Pay Performance Other



Multiple Roles

The subjects must cover the needs of specific roles in the organization
The subjects must cover the needs of specific roles in the organization

Benefits Policies Training Pay Performance
Benefits
Benefits Policies
Policies Training
Training Pay Pay
Performance
Performance
Other



Regions
In aaglobal organization, communications must be tailored for
In global organization, communications must be tailored for
different languages, regions, customs, laws, etc.
different languages, regions, customs, laws, etc.

Benefits
Benefits Policies
Policies Training
Training Pay Pay
Performance
Performance ia
Other
Benefits
Benefits
Policies
Policies Training Pay As
Performance
Training Pay Performance Other
Performance ope
a
Benefits
Benefits Policies
Policies Training
Training Pay Pay
Performance Other ri c
Benefits Policies Training Pay Eur
Performance me
Benefits Policies Training Pay Performance Other A
Benefits
Benefits Policies
Policies Training
Training Pay Pay
Performance
Performance u
Other th
Benefits Policies So
s no g e R

Training Pay Performance
s no g e R

Benefits
Benefits Policies
Policies Training
Training Pay Pay
Performance
Performance
Other
ii

S
U



Three Layers of Context

Personalize

Contextualize

Organize

Core Content
Block


Organize

Organize
Organize

Easily access core information.

•Fluid Navigation
•Integrated Search Tools
•Meta Data-Driven Navigation
•Robust Population-Based Filtering
•Pre-built Content Taxonomy with Integrated Best Practices

Benefits
Benefits Policies
Policies Training
Training Pay Pay
Performance Other
Performance



Contextualize

Contextualize

Turn content into contextual knowledge by tying it to events
relevant to end users.

•Assemble Information Across Content Silos
•Provide Overview and Guidance Content
•Provide Value-Added Support Tools
•Integrated to Transactional Systems

Benefits
Benefits Policies
Policies Training
Training Pay Pay
Performance Other
Performance
By By By By Decision
Events Stages “How to” Role Support Other



Personalize

Personalize

Assemble the information most relevant to user into a single
consolidated view.

•Optimized by Roles
•Configurable by End Users
•Extensible via Widgets

Benefits
Benefits Policies
Policies Training
Training Pay Pay
Performance Other
Performance
My My My My My
Other
Plans Favorites Priorities Tasks Analytics



Group-Based Access Control
Groups manage access to all resources in the portal.
Groups manage access to all resources in the portal.

My Groups
Med Dental California Western
Manager
Plan 7 66 Policies Division

Benefits
Benefits Policies
Policies Training
Training Pay Pay
Performance
Performance
Other



Policy-Driven Rules Engine
First: Joe The Group Rules Engine
The Group Rules Engine
Last: Enwisen Dental 99
Evaluates Membership
Evaluates Membership
State: CA
Based on User Profile
Based on User Profile Med Plan 7 ‘Den99’
PlanID =
Union: Local 105 and Group Policy Rules
and Group Policy Rules
Job Code: 34 California Policies
HR Status: Exempt PlanID = ‘Med7’
Western= ‘CA’
State Division
Location: San Francisco
Division: Western Manager
Division=‘Western’
Role1: Manager
Region: US (Role1 = ‘Manager’)
Language: EN And
Elections: Med7, Den66 (Region = ‘US’
Or
Eligible: (PlanID=Med7) Region = ‘Canada’)
(PlanID=Med8)(PlanID=Den66)
(PlanID=Den67) Rules Engine

My Groups
Med California Western
Manager
Plan 7 Policies Division


Intuitive Interlinks Drive Contextualization

Contextualize

Benefits
Benefits Policies
Policies Training
Training Pay Pay
Performance Other
Performance
By By By By Decision
Events Stages “How to” Role Support Other

Benefits
Benefits Policies
Policies Training
Training Pay Pay
Performance
Performance
Other



The CedarCrestone Model

Onboarding



It’s Now Possible: Better HR Portal with
Fewer IT/HR Resources, Lower Costs
What Employers Want What Employees Want
• Portal employees will use • Searchable in 2-clicks or less
• Easy to maintain • Available outside firewall
• Leverage SharePoint • In context to transactions
investment • Searchable
• Timely HR information • Personalized information



Better HR Service Delivery. Fewer Resources.
Lower Costs … via the Multi-Tiered Approach
• HR experts today: 70-80% time administrative/responding to inquiries
• Organizations with multi-tier HR service delivery spend average 20% less per
employee; high performers in this area 50% less

High
Performers



HR-Focused Multi-Tier SaaS Solution



Additional HR Portal Learning Resources:

Video: The Pre-built HR Portal Knowledgebase + SharePoint Advantage

Resource for HR Portals Information – including additional Human Resources
Portal articles, videos and case studies

Upcoming HR Portal Webinars – learn from peer and SME presenters
covering real-life experiences. Gain insight from peer Qs in the Q & A session
afterwards.


Creating an Effective HR Portal in SharePoint ©

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