Download - Building a Personnel Change Notice Solution
Building a Personnel Change Notice SolutionErin Glenn
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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 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
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
Scenario – Solution
Scenario – SolutionNew Hire Example
So………
Where Do I Start?
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
Standard Information First Name* Middle Name* Last Name* Suffix* Effective Date Manager* Job Title* Office Location*
*Need Old and New for each
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
Questions? Evaluations?
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