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1 Welcome Portal II Workshop Employee Central.

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Welcome. Portal II Workshop Employee Central. Set-up Content Migration. Kickoff. Pre-Launch. Preparation. Solution Concept. Content Inventory. Project Timeline. Communication Planning (CP). - PowerPoint PPT Presentation

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Page 1: Welcome

1

WelcomeWelcome

Portal IIWorkshop

Employee Central.

Portal IIWorkshop

Employee Central.

Page 2: Welcome

2

Project Sequence – Training, Workshops, Hands-on Sessions

Overall Governance -- Completed/Ongoing

Portal II

Communication Planning (CP)Communication Planning (CP) CP Workshop Create CP Strategy CP Action Planning CP Execution

Taxon-omy I

CMS IPortal I

Governance Overview I

Training & Workshop Activities

Format

Set-up Content Migration

Pre-Launch

SlidesInterwiseLive

Mtg. CBT CBT CBT

CMS IV CMS V Taxo IIIHands-on Working Sessions

Taxo II CMS IIICMS IIEC Over-view

WS WS WS

WS WS WS WS

Delivery

WS

Solution ConceptContent InventoryPreparationProject Timeline

Kickoff

Interwise and I-Learn ---------- Slide Decks ----------------- Slide Decks -------

Page 3: Welcome

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AGENDA – Portal IIAGENDA – Portal II

• Employee Central – Defined

• Different types of portal pages (My Workplace, Community, Organization, Workgroup)

• Portlets, Personalization, Roles

• Portal Governance Reminders

• Interwise Sessions – see Portal Training and Policies page for portal training

• Adding a Community

• Community Overview

• Project Overview

• Creating a Project/Project Leader Role

• Adding additional Leaders to a Project

• Adding Guests and Members

• Editing Permissions

• Announcements

• Calendar

• Tasks

• Documents

• Discussions

Page 4: Welcome

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1) It integrates applications, functions, content, and users.

2) It provides access to information employees need anywhere, anytime.

3) It is personalized to the role, location, and organization of its user, which helps strengthen and automate workflows.

Employee Central has three key attributes

Employee Central DefinedEmployee Central Defined

Page 5: Welcome

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Effectively use online technology to improve workforce productivity…

…that integrates:• employee to employee• employee to business processes,

…leading to better:• employee to supplier and• employee to customer relations.

Employee Central VisionEmployee Central Vision

Page 6: Welcome

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Employee Central will feature a single entry point for all employees. Employees will navigate based on their roles and activities. This is personalization within the sub-portal, Employee Central

Employee Central will feature a single entry point for all employees. Employees will navigate based on their roles and activities. This is personalization within the sub-portal, Employee Central

Page 7: Welcome

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Employee Central Tab DetailsEmployee Central Tab Details

  My Workplace Communities WorkGroups Organizations

Description • Individually customized pages integrating tools, applications and information needed to perform one’s daily job. Commonly used portlets for specific job roles will be bundled together and made available for ease of further personalization.

• Groups of employees who address urgent business needs by collaborating more effectively. Communities are managed formally and require the establishment of roles, processes and tools. They also use rigorous metrics to determine their progress.

• Groups of employees within a department or working on a specific project needing an online space to share documents and tools, with some collaboration. Workgroups are set up in a self-service fashion since they use a standard set of portlets.

• Provides information and services to all ESG employees, inside and outside any organization; will replace HalWorld sites.

Audience • Individuals • People across organization with common needs/ purpose

• Intra-departmental/ organizational or project based or ad hoc

• People outside of the department / organization

Open or Closed

• N/A • Open (preferred) or Closed

• Open or Closed (preferred)

• Open

Environment Details

• Personalized by role, organization, location

• Collaborative• Formally facilitated

by full-time moderator(s)

• Collaborative• Open discussion

forums without a moderator

• Informational• Access to support

services

ExpectedParticipation

• One per defined role • <100 • In the 100s • One per internal Halliburton group

Examples • PE Service Coordinator

• BD Account Lead

• OTC Community• Logging Community

• IT ESG Technology Management

• IT Services• HSE

Page 8: Welcome

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• Portlet (previously known as a “gadget”) is a small window inside of a portal interface, similar in appearance to a sports scoreboard.

• Portlets can draw on resources from existing applications such as SAP. • Users can configure portlets with personalized preferences – for example, the

number of email messages to display.

See PORTLET samples below.

PortletsPortlets

PORTLET

PORTLET

Page 9: Welcome

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Portlets and PersonalizationPortlets and Personalization

• Community Administrators (Portal Managers) have edit capabilities on many portlets

• Some portlets are automatically personalized for you based on your user ID, location and/or organization

• Some portlets allow users to specify their personal preferences

Edit

Personalized

Set Preferences

Page 10: Welcome

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Employee Central RolesEmployee Central Roles

Roles Descriptions

Community Sponsor

Person responsible for the overall community; approves any costs for creating and maintaining the community

Portal Manager (Community Administrator)

Person responsible for the “hands-on” creation and maintenance of the community; also serves as a contact person for any questions and feedback and provides support to content owners

Content Owners People who have responsibility for the integrity of a group’s content (sample actions: review, tag, approve content)

Page 11: Welcome

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Portal Governance: Community TemplatesPortal Governance: Community Templates

Collab ToolSearchKnowl SelectorDocumentsCoP Experts

2°Nav*NewsClbStatCPILinks

About Community

CommunityPage 1: “Home Page”

Page 1: “Home

Page”

Page 2: “Metrics”

Employee

Sub-Portal

Customer

Sub-Portal 2°Nav*WelcmDocSrhPersDirToolkitVisitorsOGJ

DocDirPubsMSDSExpertDir

ICNewsIndNewsAbout Community

Page 2:

“Projects”AnnouncementsDocumentsCalendarTask ListsTasks

2°Nav*ProjsDiscMsgsPrjSrch

Page 3: “Commercial Info”

2°Nav*

* Mandatory Portlet2°Nav*

Page 12: Welcome

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Portal Governance: Community TemplatesPortal Governance: Community Templates

About Org*

News*

2°Nav*AnnouncementsDocumentsCalendarTask ListsTasks

2°Nav*WhtBProjsLinksDiscMsgsPrjSrchVisitors

WorkgroupPage 1: “Home Page”

OrganizationName: <taxonomy>

Page 1: “Home Page”

* Mandatory Portlet

Page 13: Welcome

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Interwise Sessions – PortalInterwise Sessions – Portal

• Interwise Sessions – see Portal Training and Policies page for portal training

• Adding a Community

• Community Overview

• Project Overview

• Creating a Project/Project Leader Role

• Adding additional Leaders to a Project

• Adding Guests and Members

• Editing Permissions

• Announcements

• Calendar

• Tasks

• Documents

• Discussions

Page 14: Welcome

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Thank YouThank You

community pages only

Portal II

Employee Central.

Portal II

Employee Central.

More Training: Portal Training and Policies SiteMore Training: Portal Training and Policies Site