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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