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• Office 365 – E1 licenses
• SharePoint Online (2013)
Annual compensation data is compiled in a spreadsheet. Each manager reviews their employees and does the following:
• Select a rating from a list of choices
• Makes comments
• Indicates they are done with the rating process for that employee
Human Resources Manager reviews all the data and has full SP site access.
• Two Permission groups
o Human Resource Manager – no restrictions
--No access to any Site Settings or other areas of the site
--Limited to ONLY employee rating list; can edit certain fields (comments, select rating)
--Limited to ONLY their employees
--No ability to edit the page or the web parts
• Manager reviews ONLY their staff
--The list view should be limited to only those staff the manager rates.
--Filter data based on the Manager login
--To make simple, we will add a list column = Manager name so it can be filtered when displayed on
Do not want anything that is complicated. Think of this as one webpage with no other access to the site for a manager to see a list of their employees to rate and save. No ribbons, no nothing…just a simple set of list edits. See attached file for sample layout and a screen shot of the SPOnline issues.
Appears to be solvable without code but I cannot figure out how.