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Building a Personnel Change Notice Solution

This presentation covers a robust solution for managing Personnel Change Notices (PCNs) effectively. We address types of PCNs such as new hires, separations, name changes, job duties/department shifts, and more. By utilizing SharePoint, we enhance ease of updating and streamline workflows that previously relied on disparate HR systems. Learn how to implement field mappings, create content types, and auto-populate lists with vital HR information. Join Erin Glenn to explore this innovative approach on [date & time], and connect for further insights!

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Building a Personnel Change Notice Solution

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Presentation Transcript

  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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