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SharePoint HR Templates - Maximizing Efficiency with HR Workflow Templates in SharePoint

SharePoint HR Templates - Maximizing Efficiency with HR Workflow Templates in SharePoint

It is tricky to balance efficiency, compliance, and employee engagement in the face of the face of the diverse challenges HR teams face. Add to that traditional HR processes characterized by manual tasks, paper-based records, and siloed information and you have the perfect recipe for reducing productivity, increasing administrative burdens, and frustrating employees. That’s why SharePoint HR templates have a special place in the toolkit of HR professionals. 

Versatile and powerful, SharePoint HR templates have become a staple in effectively managing different aspects of human resources, streamlining HR operations, and enhancing employee engagement. 

With their robust, customizable features, and user-friendly interface, SharePoint empowers HR professionals to optimize their processes, improve efficiency, and create a more connected and productive workforce.

What are SharePoint HR Templates?

SharePoint HR templates are pre-built collections of content, such as pages, lists, libraries, and web parts. They provide a starting point for creating new SharePoint sites. The templates offer a structured approach to site creation, ensuring consistency and alignment with organizational standards.

SharePoint site templates can be used to streamline a wide range of HR processes, including onboarding, offboarding, performance management, employee development, recruitment, and document management. By leveraging pre-built templates, HR professionals can save time, reduce errors, and ensure that their sites meet specific HR requirements.

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Before customizing SharePoint site templates for HR, it is crucial to understand the specific needs and requirements of the HR department. This involves gathering input from HR staff, identifying areas for improvement, and assessing the current state of HR processes.

Types of SharePoint HR Templates 

SharePoint HR Templates for Onboarding and Offboarding

SharePoint site templates specifically designed for efficient onboarding and offboarding processes will significantly enhance efficiency and reduce your administrative burdens.

Key Features:

  • Automated workflows to guide new hires through essential tasks
  • Self-service forms for streamlined information gathering
  • Centralized document management for easy access to onboarding materials


  • Reduced administrative workload for HR staff
  • Improved communication and transparency
  • Enhanced employee experience for new hires and departing employees

SharePoint HR Templates for Performance Management and Development

These templates can help your team embrace transparency, promote continuous improvement, and boost employee morale.

Key Features:

  • Goal setting and tracking tools
  • Performance review management
  • Training course management


SharePoint HR Template for Team Collaboration

The SharePoint HR templates designed to streamline team collaboration processes can enhance communication, encourage knowledge sharing, and improve project management.

Key Features:

  • Document sharing and collaboration tools
  • Discussion forums and chat features
  • Task management and project tracking capabilities


  • Improved communication and collaboration among team members
  • Enhanced knowledge sharing and access to project information
  • Streamlined project management and task completion

Template for Centralized Employee Self-Service and Knowledge Base

These templates empower employees with self-service capabilities and access to a centralized knowledge base that can reduce HR staff workload, improve employee satisfaction, and increase organizational efficiency.

Key Features:

  • Self-service portal for benefits enrollment, payroll information access, and FAQs
  • Centralized knowledge base with company policies, training materials, and HR announcements


  • Reduced reliance on HR staff for routine inquiries
  • Increased employee independence and satisfaction
  • Improved organizational efficiency and productivity

Template for Secure and Compliant HR Document Management

SharePoint HR templates can help you securely store and manage HR documents, safeguard sensitive data, ensure regulatory compliance, and facilitate audits.

Key Features:

  • Access control mechanisms to restrict unauthorized access
  • Encryption to protect sensitive data
  • Versioning for tracking changes and facilitating recovery


  • Enhanced data security and compliance with data privacy regulations
  • Reduced risk of data breaches and legal ramifications
  • Improved audit trail and simplified compliance audits

You’ll find a powerhouse of versatile SharePoint site templates offer that your team can use to optimize processes, get more done, and empower the entire workforce. By customizing these SharePoint HR templates to align with your specific HR needs, you’ll reap the benefits of improved productivity, reduced administrative burdens, and enhanced employee engagement.

Best Practices in Setting Up SharePoint HR Templates

SharePoint site templates give you a starting point for creating customized HR sites, tailored to specific processes and needs. However, to fully enjoy the benefits of these templates, it is essential to follow these best practices during setup and customization.

Define Clear Objectives and Requirements

The first step in setting up SharePoint HR site templates is to clearly define the purpose and objectives. Gather input from stakeholders, identify specific needs, and align template functionality with organizational processes and goals. This ensures that the templates are not just implemented for technology's sake but serve a tangible purpose in improving HR operations and employee experience.

Understand HR Department Needs and Processes

To effectively implement SharePoint HR site templates, you’ll need a thorough understanding of your existing human resources processes and workflows. Consider collaborating with your team to identify areas for improvement and then tailor the templates to the specific needs and context of the department. This ensures that the templates seamlessly integrate with existing processes and address the unique challenges faced by the team.

Select Appropriate Templates for Each Process

A variety of pre-built HR site templates available within SharePoint means that you have several options. Therefore, it is crucial to select the most suitable template for each HR process. HR professionals should systematically evaluate different templates based on their specific needs, and consider factors such as functionality, layout, and user interface. Choosing the right templates from the outset saves time, effort, and potential rework in the long run.

Customize Templates for Optimal Functionality

Customization is essential to achieve optimal functionality and align each SharePoint HR template with the organization's specific requirements. Customize the site structure, navigation, branding, and content to create a user-friendly and consistent experience. Leverage SharePoint's robust features, such as workflows, forms, and data management capabilities to enhance template functionality and streamline HR processes.

Implement Access Control and Security Measures

HR site templates often handle sensitive employee data, making data security and compliance paramount. It is good practice to implement access control mechanisms to restrict unauthorized access and safeguard sensitive information. Use encryption and versioning to protect data integrity and facilitate recovery in case of errors or breaches. It is crucial to conduct regular security audits and updates to maintain the highest level of data protection.

Develop Training and Documentation for Users

To ensure successful adoption and proficiency among employees, develop comprehensive training and documentation for the site templates. User guides, tutorials, and videos can provide clear instructions and support materials, while you can use ongoing training sessions to address user queries, generate engagement, and ensure that employees are comfortable using the templates effectively.

Continuously Monitor and Optimize Templates

Your site templates should not be set in stone. Instead, they should keep evolving and adapting to changing HR needs and processes. Continuously monitor and evaluate the templates in use, gather feedback from users, and identify areas for improvement. Regular updates and optimization will ensure that the templates remain relevant, functional, and aligned with your organization's goals.

By following these best practices, you’ll effectively set up, customize, and manage your SharePoint HR site templates, and unlock their full potential. SharePoint HR site templates, when implemented thoughtfully and strategically, can become a powerful tool for transforming your HR processes, improving employee experience, and achieving organizational goals.

Discover how Lanteria, a SharePoint-based HRMS, optimizes your HR operations and drives more success for your organization. Book a free demo now to see how Lanteria HR can transform your organization’s HR processes.


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