Subscribe-HR is releasing a new Microsoft SharePoint integration that enables your organisation to transform the way HR documents, Employee records, and internal collaboration is managed.
The SharePoint APP / Integration provides new features and functionality that allows Users to upload documents from SharePoint to every location in Subscribe-HR where the 'Upload / attachments' option / button appears (including Wizards and via the left hand-side menu). For example:
- Upload attachments to the Employee record (Core-HR > Employee > General tab > Upload / add attachments).
- Upload attachments to records like:
- Background checks.
- Certificates and licences.
- Education and qualifications.
- Company policies.
These new features work as follows:
- When the SharePoint integration is active, System Admin and People and Culture Users can add attachments to records in Subscribe-HR, or link to those documents in SharePoint:
- Upload / attach documents from SharePoint:
- Selecting this option will display SharePoint location/s from which files can be uploaded / attached. This includes:
- Folders available within that SharePoint directory will be displayed.
- Files can be selected / attached from within Folders or from within the main SharePoint directory.
- NOTES:
- Only one file can be attached at a time.
- If multiple files are required from within the SharePoint Directory / Folder, attach them one at a time.
- Files can also be manually uploaded from Subscribe-HR into SharePoint, but only via the following pathway: Core-HR > Employee/s > Canvases & Documents > 'Upload to SharePoint' button.
- Selecting this option will display SharePoint location/s from which files can be uploaded / attached. This includes:
- Link to documents in SharePoint:
- It is also possible to 'link to' files in SharePoint (instead of uploading / attaching files to records in Subscribe-HR from SharePoint). This 'link' option requires the relevant setting in the APP to have been applied.
- Upload / attach documents from SharePoint:
- Desktop: This option is already available and will continue. Selecting this option will display Desktop location/s from which files can be uploaded / attached to record/s in Subscribe-HR.
- When the SharePoint integration is active, Employee 'Leaver' data / records will automatically be generated and exported to Sharepoint (including Employee object tables and any attachments that were saved against / on the Employee record), if that setting has been applied in the APP AND the following conditions are met:
- The Employee must be marked as a ‘Leaver’ (the Leaver check box is checked).
- The Employee’s ‘Last Day of Work’ must have been set / assigned in the System AND that day / date must have passed.
By connecting your HR system with SharePoint, you create a centralised, secure, and scalable environment for storing and accessing employee-related content (while keeping everything aligned with your existing Microsoft ecosystem). Subscribe-HR is a Microsoft ISV, Cloud AI Partner. Partner.
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