Employee Checklist System - SharePoint Online / Office 365

Expertise: Management Information System (MIS)
Verticals: Utilities
Home > Portfolio > Employee Checklist System - SharePoint Online / Office 365
This employee checklist application allows checking the progress on various tasks assigned to the employees with the facility of time tracking. The application allows the employees to fill various forms and reports from anywhere and any device, be it mobile, laptop or desktop. The filled in forms and reports automatically land on senior management's dashboard. The application had to deliver best user experience in terms of ease of use, and allow the management to stay organized and in control of the productivity and performance of their workforce.
  • Time Duration 05 Months
  • Team Effort 05 Persons
Business Needs
Client approached Flexsin with their need to have an efficient employee checklist system in place wherefrom they could assign various tasks to employees and have access to a checklist about the status of task's progress, finished and unfinished tasks. They wanted to keep the things organized within their organization with capability to have daily list of to do tasks to keep everything on track. The application needed to have some good templates to make it easier for the client to assign tasks and keep track of the progress in a hassle free manner. Client wanted below features in the app:

  • Simplify team task
  • Checklist for finished and unfinished tasks
  • Organize task lists
  • Monitor every task in real time
  • Time tracking
  • Projects, tasks, events
We worked on this SharePoint project that could allow the client to keep record of every activity of each task remotely and in an efficient manner. With the help this solution, one need not maintain manual checklists for the organization of workflow.

Our developers had the client's needs and input in focus and worked on their solution in a phased manner. We ensured that the solution had all the required features and provided seamless experience to the users. So, we ensured the front-end and backend were designed with business goal of the client in focus.

Front-end The application required easy to grasp graphical representation of the checklist so that various tasks could be easily managed. Daily, weekly and monthly task lists needed to be presented in a way that provided and overview of the entire workflow and made it easier to gather insights. We specifically worked on below aspect of the employee checklist system:

  • Task manager alerts
  • Task assignment on-the-go
  • Task reports
  • Real time tracking

Backend Each field had its own logic and working running on a requisite event. We worked on backend functionalities that met the client's requirement to full extent. Our developers utilized latest developments in backend technologies to make the application a real utility for our client who wanted to enhance the performance of their workforce. Our backend solutions included:

  • Technology stack
  • Customized programming
  • Testing and bug fixing
  • Integration and deployment

Development Process The whole process and activities had to run automatically. As this was a SharePoint project, the main functionality of this project was to have a checklist in one InfoPath forms. Every field had specific functionality and logic. Behind InfoPath form, a workflow ran according to form logic and functionality. Key features of our development process included:

  • Selective sharing permission
  • Standard operating procedure
  • Access to task list on multiple devices
  • Project management and reporting

We worked to design and develop web-based data collection forms using InfoPath with associated workflow to assign a task(s) as well as the associated action (approve/reject).

Client's Feedback Flexsin Review and Feedback

Great Job by your team on the changes to the various checklist! Well Done!..
Jason Codianne
President - Praevis Technology LLC, Texas, USA
The major challenge was at the time of checking each and everything subtask and versioning. Task handling is not preferable in a large organization. To resolve this issue, we analyzed the problem and created a project in SharePoint 2013. Time and schedule is critical for business operations, so our primary objective was to develop/build forms, workflow, and tasks.

The application had to complete single process/steps that have multiple tasks. It had to organize daily, weekly and monthly check list in a seamless manner. A dedicated team was set up to provide a feasible solution to resolve this major issue. With the help this solution, there was no need to remember and manage previous records and current information access was easy. We came up with below features for our client's application:

  • Task list adjustments based on employee productivity reports
  • Stay organized and in control of work assignment, workflow and completion
  • Quickly capture task specific information on demand, on the go
  • Task visualization, information capturing and time tracking
  • Send mail, update other list items and manage large number of records and checklist.
Related Projects
An MNC catering to the ever-growing needs of sophisticated piping solutions across the world, the client faced a severe bottleneck when it came to collaborating with top-class resources. The key reason for that bottleneck existed in its legacy recrui...
Since digital is taking the center stage, the client planned to digitally revamp the platform for streamlining its employee benefits management program. For putting the project from paper to the real world, the client proposed to leverage new-age dig...
The client relied on legacy applications that had many limitations such as unrefined user interface (UI) and disjointed user experience (UX). The existing application only had support in Spanish; the lack of multilingual support, in turn, hindered th...
Our client required a user-friendly e-learning application with attractive interface, advanced functions and easy to use so that the website visitors could access its multiple functionalities with ease. Another important requirement was high performa...
Our client has required a simple and most powerful compliance tool that handles their customer's compliance requirements in efficient and easy manner. The main idea behind the project was to develop a compliance tool that benefits users by offering:...
The client wanted an application that could simplify the process of record maintenance of employees and enhance internal collaboration among them. Specific information about the employees needed to be kept from public viewing except the authorized pe...
A driver's license can be restricted, suspended, denied or revoked. The client has the goal in mind to restore driver privileges at the earliest possible. They wanted the application to help the drivers in getting their license and remove suspensions...
Seeking to support and offer recruitment solution, our client turned to Flexsin for the design and development of a user-friendly, responsive web portal for employers and candidates, which offers Hassle free recruitment process UI along with ...
Our client required an intuitive and user-friendly system with high performance speed to support multiple networks of users at same time. The portal contain content, blogs and static pages therefore we need to design a user-friendly interface with ou...
Want to start a project? Let's Consult