The role of SharePoint forms in creating and managing employee goal setting and performance reviews

SharePoint forms play a crucial role in creating and managing employee goal setting and performance reviews in an organization. With the right tools and features, SharePoint can streamline the entire process, making it more efficient and effective. In this article, we will explore the benefits of using SharePoint forms for goal setting and performance reviews, as well as provide a step-by-step tutorial on how to create and manage these forms in SharePoint.

The Benefits of Using SharePoint Forms

SharePoint forms offer several advantages over traditional paper-based forms or even electronic forms created using other platforms. Here are some of the key benefits:

• Centralized Data: SharePoint forms allow for the centralization of all goal setting and performance review data. This means that all information related to employee goals, performance metrics, and feedback can be stored in one place, making it easier to access and analyze.
• Automated Workflows: SharePoint forms can be integrated with automated workflows, which can help streamline the review process. For example, once an employee submits their goals for the year, the form can automatically be routed to their manager for approval. This eliminates the need for manual routing and tracking of forms.
• Real-Time Collaboration: SharePoint forms enable real-time collaboration between employees and their managers. Both parties can access the form simultaneously, make changes, and provide feedback. This promotes transparency and ensures that everyone is on the same page.
• Customizability: SharePoint forms are highly customizable, allowing organizations to design forms that align with their specific goal setting and performance review processes. This flexibility ensures that the forms capture all the necessary information and meet the unique requirements of the organization.

Creating SharePoint Forms for Goal Setting

To create SharePoint forms for goal setting, follow these steps:

Step 1: Create a SharePoint List

The first step is to create a SharePoint list to store the goal setting information. To do this, navigate to your SharePoint site and click on "Site Contents". Then, click on "New" and select "List". Choose the "Custom List" option and give your list a name, such as "Goal Setting".

Step 2: Add Columns to the List

Next, add columns to your list to capture the necessary information for goal setting. Click on "List Settings" and then "Create Column". Add columns for employee name, goal description, target completion date, and any other relevant information.

Step 3: Create a New Form

After adding the necessary columns, you can create a new form for goal setting. Click on "New" and select "New Item". Fill in the required information and click "Save". This will create a new entry in the SharePoint list, representing the employee's goal.

Step 4: Customize the Form

You can customize the form to include additional fields or modify the existing ones. Click on "List Settings" and then "Form Settings". Choose the option to use a custom form and select the desired layout. You can then add or remove fields as needed.

Managing Performance Reviews with SharePoint Forms

Once the goal setting process is complete, SharePoint forms can also be used to manage performance reviews. Here's how:

Step 1: Create a Performance Review Form

Similar to goal setting, you can create a SharePoint form specifically for performance reviews. Follow the same steps mentioned earlier to create a SharePoint list and add the necessary columns. Customize the form to include fields for performance ratings, feedback, and development plans.

Step 2: Initiate Performance Reviews

Once the performance review form is created, you can initiate the review process by assigning the form to the respective employees and managers. This can be done manually or through automated workflows, depending on your organization's requirements.

Step 3: Gather Feedback and Ratings

During the performance review period, employees and managers can access the form and provide feedback and ratings. The form can also include sections for self-assessment and comments from peers or other stakeholders.

Step 4: Review and Approval

After the feedback and ratings are submitted, the manager can review the form and provide their own feedback and ratings. Once the review is complete, the form can be sent for approval to the appropriate stakeholders, such as HR or upper management.

Conclusion

SharePoint forms are powerful tools for creating and managing employee goal setting and performance reviews. By centralizing data, automating workflows, enabling real-time collaboration, and offering customizability, SharePoint forms can streamline the entire process and make it more efficient and effective. By following the step-by-step tutorial provided in this article, organizations can leverage SharePoint to create and manage their own goal setting and performance review forms, leading to improved employee performance and organizational success.