Building a Personnel Change Notice Solution
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Transcript of Building a Personnel Change Notice Solution
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Building a Personnel Change Notice SolutionErin Glenn
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Thanks to our sponsors!
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About Me
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Types of PCNs New Hires Separations Name Changes Job Duties/Department Changes Supervisor/Direct Report Changes Room Moves Office Moves
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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
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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
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Scenario – Solution
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Scenario – SolutionNew Hire Example
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So………
Where Do I Start?
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Field MappingsPCN Type
Fields
New Hire First NameMiddle Name/InitialLast NameSuffixEffective DateDepartmentJob TitleManagerOfficeComputer Type
Separation
First NameMiddle Name/InitialLast NameSuffixEffective DateDepartmentJob TitleManagerOfficeReason
PCN Type
Fields
Name Change
Old First NameOld Middle Name/InitialOld Last NameOld SuffixNew First NameNew Middle Name/InitialNew Last NameNew SuffixEffective Date
Job Change First NameMiddle Name/InitialLast NameSuffixEffective DateOld Job TitleNew Job TitleOld ManagerNew Manager
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Standard Information First Name* Middle Name* Last Name* Suffix* Effective Date Manager* Job Title* Office Location*
*Need Old and New for each
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Let’s Built It!1. Create New Site (blank template)2. Create Site Columns3. Create Content Types4. Create Master List5. Configure Master List6. Modify Content Types7. Create Views8. Edit Home Page
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Questions? Evaluations?
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SharePint!!!5335 Wisconsin Avenue NW6th FloorWashington, DC 200156pm - 8pm
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Want to know more? Need to catch me?
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