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Building a Personnel Change Notice Solution

Building a Personnel Change Notice Solution. Erin Glenn. Thanks to our sponsors!. About Me. Types of PCNs. New Hires Separations Name Changes Job Duties/Department Changes Supervisor/Direct Report Changes Room Moves Office Moves. Scenario – Background/Business Case.

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Building a Personnel Change Notice Solution

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  1. Building a Personnel Change Notice Solution Erin Glenn

  2. Thanks to our sponsors!

  3. About Me

  4. Types of PCNs • New Hires • Separations • Name Changes • Job Duties/Department Changes • Supervisor/Direct Report Changes • Room Moves • Office Moves

  5. Scenario – Background/Business Case • Outlook form to gather IT and Facilities information • Lacked ease of updating and routing/workflows • Some data initiated in HR (different system) • Missing necessary information for different PCN types

  6. Scenario – Implementation • Using SharePoint • Content Types • SharePoint Designer Workflows • Alerts • Master List – Filtering, Sorting & Views • Using SQL SSIS Packages • Auto-populating SP list with data from HR system to initiate certain PCN types

  7. Scenario – Solution

  8. Scenario – Solution New Hire Example

  9. So……… Where Do I Start?

  10. Field Mappings

  11. Standard Information • First Name* • Middle Name* • Last Name* • Suffix* • Effective Date • Manager* • Job Title* • Office Location* *Need Old and New for each

  12. Let’s Built It! • Create New Site (blank template) • Create Site Columns • Create Content Types • Create Master List • Configure Master List • Modify Content Types • Create Views • Edit Home Page

  13. Questions? Evaluations?

  14. SharePint!!! 5335 Wisconsin Avenue NW 6th Floor Washington, DC 20015 6pm - 8pm

  15. Want to know more? • Need to catch me? • erin.glenn@verizon.net • Following me on Twitter? • @erinbglenn • Reading my blog? • www.erinbglenn.com • Let’s connect… • www.linkedin.com/in/ebglenn

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