A Complete Guide To Use SharePoint For HR Management

HR management is crucial to the smooth running of organizational operations. From developing training modules to shaping organizational culture, the importance of HR operations can’t be discounted. However, manual management can be very difficult during peak periods, and overburdening the team can lead to major errors and delays. For efficient management of operations, MS SharePoint for HR management is one of the best options available in the market.

Following is a complete guide for SharePoint solutions for HR.

The Need for SharePoint for HR Management

The best feature of MS SharePoint is its customizability. The HR teams can evaluate their needs and simply customize it to fast-track operations and contribute towards overall growth.

Here are a few areas where HR teams can improve their performance dramatically with the help of SharePoint.


MS SharePoint makes the process of application review and hiring easier for HR teams. The Manual review requires HR to go through the applications one by one which can be quite time-consuming and burdening. SharePoint allows an easy review process by offering a search option. HR & employee management software SharePoint takes into account everything. Also, HR SharePoint site is another way to manage employees and tackle all their issues. SharePoint HR portal also does the same job of managing the employees.

Teams can simply make a checklist, perform the search, and shortlist the best candidates.


One of the major advantages of SharePoint online is that it is an excellent resource to generate reports. HR can make the most of their onboarding operations including insight collection, report generation, automatic email generation, and reminder setup through this platform. Employee management system SharePoint is an amazing way to manage everything, from hiring to onboarding of employees.  

Operation Management

Another resource that HR can leverage to transform their operations is the SharePoint document management system. Through SharePoint, teams can track the changes made within employee files and restore these files to previous versions in case of any accidental changes. Employee data management on SharePoint is a common practice. SharePoint takes care of employee file management and employee personnel file management.  

Moreover, since all documents are encrypted, HR can easily control access and safeguard employee’s private data.


Evaluation becomes easier than ever by integrating SharePoint with HR. HR employee database software helps to keep track of employee data. The teams can generate reports on completed operations and projects, offer performance-related feedback, and test employee knowledge after training and learning sessions.

Compliance Management

Compliance management is another one of the major advantages of SharePoint. SharePoint can help the teams track whether the product and employee protocol are in accordance with the industry and state regulations or not.

Through its innovative dashboard, HR can easily set up compliance training and learning sessions.

Steps to Set Up SharePoint for HR

But the real challenge is optimizing SharePoint to match your HR-specific requirements. SharePoint customization according to your needs leads to better workflow management and enhanced productivity.

Here are some easy steps to create a reliable site for HR operations on SharePoint.

Select the Right Template

Choosing the right template according to your specific requirements is the first step to building the perfect site. You can choose between Team Site and Communication Site. In terms of visuals and collaboration tools, the Communications Site is much better.

Decide on Content to be Shared

Next, you should decide what kind of content you want to share with your employees. Generally, sections including announcements, policies, learning reserves, employee resources, and upcoming events are essentials of an HR site.

Transcribe HR Needs into SharePoint Functionalities

The next step is to lay out site parts according to your needs. Different parts like upcoming events, company policies, and links to external websites might have different site requirements.

Set Up the Site

After everything has been prepared, it is time to lay out the site. Before doing so, it is better to read the guidelines on customizations and best practices for SharePoint migration to ensure that the site will work the best after launch.

Make it Secure

Before making the site available for the employees, it is very important to ensure security. Make sure that you invest in reliable firewalls and other security protocols before launching the site. Also, make sure to regulate access so that no outsider has access to sensitive employee data.


Finally, after the site has been created and launched, you should promote it. There are several ways to do so. You can use email or add the site to reliable hubs available online. If your company is already on groups like Yammer, you can simply do link-building on it.

 If you require further information on Microsoft SharePoint 365 and SharePoint, feel free to reach out to us at [email protected] 


Q: How to use SharePoint for human resources? 

A: SharePoint can be used for HR by creating document repositories, tracking employee records, and enabling collaboration on HR-related tasks. 

Q: What should be on an HR SharePoint? 

A: HR SharePoint should include employee profiles, policy documents, leave management and onboarding materials. 

Q: What is the purpose of an HR SharePoint site? 

A: The purpose of an HR SharePoint site is to centralize HR information, streamline processes, and enhance collaboration for HR-related tasks. 

Q: Is SharePoint an HRIS system? 

A: SharePoint is not a dedicated HRIS system but can be customized to manage HR functions effectively. 

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