a day in the life of an intranet: brad walton - training and recruitment specialist

A Day in the Life of an Intranet“A Day in the Life of an Intranet” is a blog post series by Rachel Lai of

Intranet Connections that explores how employees at the fictional company West Coast Savings Credit Union interact with their intranet,

The Buzz, during the course of a day in the office.

Brad WaltonTraining and Recruitment Specialist

Welcome to the BuzzThe intranet site for West Coast Savings Credit Union

http://blogs.intranetconnections.com

Brad Walton – 2:40 pm

Brad Walton is the Training and Recruitment Specialist at WCSCU. Over the past few weeks Brad has been working with Helen Whithall, the manager of their Main Street branch, to hire a new teller.


Steve Birk to Join WCSCUBrad is working on the Buzz Intranet adding a new training course on BSA Guidelines. He receives a chat message from Helen, letting him know that they have selected Steve Birk to fill the new position and requesting that Brad process the new employee


Processing the New Employee

Brad has all of the applicants’ resumes on file so Helen leaves him to complete the rest of hiring process.

Brad pulls out Steve’s resume, calls him to offer him the position and firm up his start date.


E-Forms Intranet App

Next, Brad goes to the E-Forms (Electronic Forms) application on The Buzz Intranet where all of the corporate forms for WCSCU are stored


New Employee Form

The ‘New Employee Form’ was set up to help streamline the internal processes associated with hiring a new staff member.

Brad can fill out this form and submit it electronically, sending the request through an approval workflow process


Filling out the e-Form• Brad fills out Steve’s first

and last name• He selects Steve’s

department from the drop down– This field is a SQL query

that pulls in (and syncs) with the list of departments from the intranet Employee Directory application


Filling out the e-Form• Brad enters Steve’s title• He selects the agreed upon

start date from the calendar date tool

• He checks the following options for IT to create a user account for Steve Birk– Add to Active Directory– Create an email in Exchange– Create User in Payroll System– Set up HUB in The Buzz– Send out Welcome Package


Filling out the e-Form

• Brad refers to Steve’s resume then enters a quick blurb about the new employee– This info will be used in Steve’s profile on The Buzz– Steve can modify the info when he starts his new job

• Brad leaves the upload field for Steve’s photo blank– It will be added to the intranet after Steve gets his photo taken for

his security cardhttp://blogs.intranetconnections.com

User-Defined Form Approval

In the Approvals section of the form, Brad selects Helen’s name from the pre-populated list of managers at WCS. Helen will be Steve’s manager, and she needs to approve the info on the form before IT sets up the user accounts


Workflow Approval on FormsWhen Brad submits the New Employee Form, the request is routed to the User-Defined manager first (Helen Whithall)

Helen must approve the request, then it will be routed to Heather Jenkins, the HR manager to approve

Finally Karen Parson, the IT Manager has to sign off on it

The approval process is recorded and attached to the request

Greg Tolsten, the Network Admin, receives an email with the form information included, so that he can create the user accounts


Form Submission

Brad clicks on the submit button to send the form on its way, knowing that he will be notified once it has moved through all the approval stages.


A Day in the Life of an IntranetA Day in the Life of an Intranet is a blog post series by Rachel Lai of Intranet

Connections that explores how employees at WCSCU interact with their intranet, The Buzz, during the course of a day in the office.

Subscribe to http://blogs.intranetconnections.com to receive the next post in the series

a day in the life of an intranet: brad walton - training and recruitment specialist

Technology

buzz intranet

steves manager

new position

new jobbrad

new teller

new employeebrad

new employeehttp

eforms intranet appnext