04 Template Project Testing & Deployment Documentations

Project Testing & Deployment
Documentations for
PT ExecuTrain Nusantarajaya
[StudentName]
2022
Contents
Security ............................................................................................................................................................................................................................................ 3
Security Group ............................................................................................................................................................................................................................. 3
365 Group .................................................................................................................................................................................................................................... 5
Taxonomy ........................................................................................................................................................................................................................................ 8
Human Resources (Term Group) ................................................................................................................................................................................................ 8
SharePoint Online Sites ................................................................................................................................................................................................................. 13
General HRD (Modern Communication Site – Root Hub) ........................................................................................................................................................ 13
Recruitment (Modern Team Site – Associate Hub) .................................................................................................................................................................. 16
Hiring (Modern Team Site – Associate Hub) ............................................................................................................................................................................ 22
Administration (Modern Team Site – Associate Hub) ............................................................................................................................................................. 29
Compensation (Modern Team Site – Associate Hub) .............................................................................................................................................................. 39
Training (Modern Team Site – Associate Hub) ......................................................................................................................................................................... 46
Career Development (Modern Team Site – Associate Hub) .................................................................................................................................................... 52
Firing (Modern Team Site – Associate Hub) ............................................................................................................................................................................. 56
Excel Star Schema Data Models .................................................................................................................................................................................................... 60
Employee Attendance Star Schema.......................................................................................................................................................................................... 60
Employee Leave Star Schema ................................................................................................................................................................................................... 63
Expense Report Star Schema .................................................................................................................................................................................................... 65
2
Security
Security Group
o Directors
o Patty (Member)
o Managers
o Lee Gu (Member)
o Miriam (Member)
o Nestor (Member)
3
o Staffs
o Grady (Member)
o Henrietta (Member)
o Johanna (Member)
o Lidia (Member)
o Adele (Member)
o Alex (Member)
o Isaiah (Member)
o Lynne (Member)
o Megan (Member)
o Diego (Member)
o Joni (Member)
o Pradeep (Member)
4
365 Group
o Recruitment
▪ Patty (Owner)
▪ Lee Gu (Member)
▪ Miriam (Member)
▪ Nestor (Member)
▪ Staff (Site Visitor)
o Hiring
▪ Patty (Owner)
▪ Lee Gu (Member)
▪ Miriam (Member)
▪ Nestor (Member)
5
o Administration
▪ Patty (Owner)
▪ Lee Gu (Member)
▪ Miriam (Member)
▪ Nestor (Member)
o Compensation
▪ Patty (Owner)
▪ Lee Gu (Member)
▪ Miriam (Member)
▪ Nestor (Member)
6
o Training
▪ Patty (Owner)
▪ Lee Gu (Member)
▪ Miriam (Member)
▪ Nestor (Member)
o Career Development
▪ Patty (Owner)
▪ Lee Gu (Member)
▪ Miriam (Member)
▪ Nestor (Member)
7
o Firing
▪ Patty (Owner)
▪ Lee Gu (Member)
▪ Miriam (Member)
▪ Nestor (Member)
Taxonomy
Human Resources (Term Group)
o Human Resources Employee Levels (Term Set)
▪ Directors (Term)
▪ Managers (Term)
▪ Staffs (Term)
8
o Human Resources Activities (Term Set)
▪ General HRD (Term)
▪ Recruitment (Term)
▪ Hiring (Term)
▪ Administration (Term)
▪ Compensation (Term)
▪ Training (Term)
▪ Career Development (Term)
▪ Firing (Term)
o Human Resources New Employee Candidate Phase (Term Set)

▪ Rejected (Term)
▪ First (Term)
▪ Second (Term)
▪ Final (Term)
▪ Accepted (Term)
9
o Human Resources New Employee Candidate Education Level (Term Set)
▪ SMA (Term)
▪ D1 (Term)
▪ D3 (Term)
▪ S1 (Term)
▪ S2 (Term)
▪ S3 (Term)
o Human Resources Employee Education Level (Term Set)

▪ SMA (Term)
▪ D1 (Term)
▪ D3 (Term)
▪ S1 (Term)
▪ S2 (Term)
▪ S3 (Term)
10
o HumanResourcesExpenseReportCategory (Term Set)
▪ Travel (Term)
▪ Hotel (Term)
▪ Meal (Term)
▪ Misc (Term)
o HumanResourcesLeaveCategory (Term Set)

▪ Annual (Term)
▪ Sick (Term)
▪ Emergency (Term)
11
o Human Resources Corporate Inventory Category (Term Set)
▪ Computer (Term)
▪ Mobile (Term)
▪ Accesories (Term)
▪ Others (Term)
o Human Resources Employee Resignation Category (Term Set)

▪ Salary (Term)
▪ Benefit (Term)
▪ Management (Term)
▪ Career Development (Term)
▪ Others (Term)
12
o Human Resources Employee Absent Category
▪ Medical (Term)
▪ Leave (Term)
▪ Others (Term)
SharePoint Online Sites
General HRD (Modern Communication Site – Root Hub)
Navigation
o Menu (Top – Hub Menu)

▪ General HRD
▪ Recruitment
▪ Hiring
▪ Administration
▪ Compensation
▪ Training
▪ Career Development
▪ Firing
13
Site Security
o Contributors (SharePoint Group)

▪ Grady
▪ Henrietta
o Approvers (New Custom SharePoint Group ) -> Approve (New Custom Permission
Level)
▪ Miriam
▪ Nestor
14
Lists
o Corporate Inventory (New Blank List)

▪ Title (Column - Default)
▪ Holder (Column - People)
▪ Category (Column - Managed metadata -> Human Resources Corporate
Inventory Category )
Document Libraries
o Documents (Default - Document Library)

▪ Library Settings
• Versioning Settings
o Require content approval for submitted items->Yes
▪ Columns
15
• Activities Category (Column - Managed metadata -> Human
Resources Activities, Default -> General HRD)
Recruitment (Modern Team Site – Associate Hub)
Site Security

▪ Grady
▪ Henrietta
16
Level)
▪ Miriam
▪ Nestor
Site Settings
o Site Content
▪ Site Settings
• Site Collection Feactures
o Document Set -> Activate
17
Lists
o Vacant Position Header (Blank List)

▪ Job Description (Single Line Of Text)
o Vacant Position Details (Blank List)

▪ Header (Column - Lookup -> Vacant Position Header - Title)
▪ Requirement 1 (Column - Single Line Of Text)
18
Document Libraries
o Vacant Position Classified Ads Documents (Document Library)

▪ Columns
• Activities Category (Column - Managed metadata -> Human Resources
Activities, Default -> Recruitment)
19
Document Sets
o Recruitment Project Document Set (Document Library)

• Advanced Settings
o Allow management of content types? -> Yes
• Add from existing site content types

o Document Set Content Types -> Document Set -> Add -> OK
20
• Document Set
o Document Set Settings
▪ Add new default content -> Recruitment Project
Proposal Presentation.pptx (Powerpoint)
Proposal Document.docx (Word)
Cost Budgeting Worksheet.xlsx (Excel)
• Site Pages
o Vacant Position (Page)
▪ Section
• Web Part -> Vacant Positions Header (List)
21
• Web Part -> Vacant Position Details (List)
o Dynamic Filtering -> Header -> Vacant Positions Header ->
Title
Hiring (Modern Team Site – Associate Hub)
Site Security

▪ Johanna
▪ Lidia
22
o Approvers (New Custom SharePoint Group ) -> Approve (New Custom
Permission Level)
▪ Miriam
▪ Nestor
Lists
o New Employee Candidates Header (Blank List)

▪ Title (Column - Default) ->Rename->Name
▪ DateOfBirth (Column - Date and time)
▪ NoKTP (Column - Single Line Of Text)
▪ Phase (Column - Managed metadata ->Human Resources New Employee
Candidate Phase)
23
o New Employee Candidate Education Details (New Blank List)
▪ Title (Column - Default) -> Rename->SchoolName
▪ Header (Column - Lookup -> New Employee Candidates Header - Name)
▪ EducationLevel (Column - Managed metadata -> Human Resources New
Employee Candidate Education Level)
▪ DateOfGraduation (Column - Date and time)
o New Employee Candidate Experience Details (New Blank List)

▪ Title (Column - Default) -> Rename->CompanyName
▪ DateOfStart(Column - Date and time)
▪ DateOfEnd (Column - Date and time)
24
o New Employee Candidate Training Details (New Blank List)
▪ Title (Column - Default) -> Rename->TrainingName
▪ DateOfTraining (Column - Date and time)
o New Employee Candidate Certification Details (Blank List)

▪ Title (Column - Default) -> Rename->CertificationName
▪ DateOfCertification (Column - Date and time)
25
Document Libraries
o New Employee Candidate Documents (Document Library)

▪ Columns
• EmployeeName (Column – Single Line Of Text)
Activities, Default -> Hiring)
26
Site Pages
o New Employee Candidates (Page)

▪ Section
• Web Part -> New Employee Candidates Header (List)
• Web Part -> New Employee Candidate Education Details (List)

o Dynamic Filtering -> Header -> New Employee Candidates
Header -> Name
27
• Web Part -> New Employee Candidate Experience Details (List)
Header -> Name
• Web Part -> New Employee Candidate Training Details (List)

Header -> Name
28
• Web Part -> New Employee Candidate Certification Details (List)
Header -> Name
Administration (Modern Team Site – Associate Hub)
Site Security

▪ Adele
▪ Alex
29
Level)
▪ Miriam
▪ Nestor
Lists
o Employee Attendance (Blank List)

▪ Date (Column – Date and time)
▪ Employee (Column – People)
▪ Present (Column – Yes/No)
▪ Category (Column – Managed metadata -> Human Resources Employee
Absent Category)
▪ Title (Default – Column ) - > Rename -> Remarks (Not Required)
30
o Expense Report Header (Blank List)
▪ Title(Column - Default)
▪ Date (Column - Date and time)
o Expense Report Details (Blank List)

▪ Header (Column - Lookup -> Expense Report Header - Title)
▪ Category (Column - Managed metadata ->
HumanResourcesExpenseReportCategory)
▪ Cost (Column - Currency)
31
o Employee Information Header (Blank List)
▪ Title (Column - Default) ->Rename->EmployeeName
▪ Employee (Column - People)
▪ Employee Level (Column – Managed metadata -> Human Resources
Employee Levels)
▪ DateOfBirth (Column - Date and time)
▪ NoKTP (Column - Single Line Of Text)
o Employee Information Education Details (Blank List)

▪ Title (Column - Default) -> Rename->SchoolName
▪ Header (Column - Lookup ->Employee Information Header -
EmployeeName)
▪ EducationLevel (Column - Managed metadata -> Human Resources
Employee Education Level)
▪ DateOfGraduation (Column - Date and time)
32
o Employee Information Experience Details (Blank List)
EmployeeName)
▪ Title (Column - Default) -> Rename->CompanyName
▪ DateOfStart(Column - Date and time)
▪ DateOfEnd (Column - Date and time)
o Employee Information Training Details (Blank List)

EmployeeName)
33
o Employee Information Certification Details (Blank List)
EmployeeName)
Document Libraries
o Employee Curiculum Vitae (Document Library)

34
▪ Columns
• Employee (Column – Person)
Activities, Default -> Administration)
Site Pages
o Expense Report (Page)

▪ Section
• Web Part -> Expense Report Header (List)
35
• Web Part -> Expense Report Details Details (List)
o Dynamic Filtering -> Header -> Expense Report Header ->Title
o Employee Information (Page)

▪ Section
• Web Part -> Employee Information Header (List)
36
• Web Part -> Employee Information Education Details (List)
o Dynamic Filtering -> Header -> Employee Information Header ->
Name
• Web Part -> Employee Information Experience Details (List)

o Dynamic Filtering -> Header -> Employee Information Header ->
Name
37
• Web Part -> Employee Information Training Details (List)
o Dynamic Filtering -> Header -> Employee Information
Header -> Name
• Web Part -> Employee Information Certification Details (List)

o Dynamic Filtering -> Header -> Employee Information
Header -> Name
38
Compensation (Modern Team Site – Associate Hub)
Site Security

▪ Isaiah
▪ Lynne
39
o Approvers (New Custom SharePoint Group ) -> Approve (New Custom
Permission Level)
▪ Miriam
▪ Nestor
Site Settings
o Site Content
▪ Site Settings
40
Lists
o Employee Leave Approval (Blank List)

▪ List Settings
o Read items that were created by the user
o Create items and edit items that were created by the user
41
▪ Columns
• Title (Column - Default)
• Created By (Column – Default)
• StartDate (Column - Date and time )
• EndDate (Column - Date and time)
• Duration (Column – Number)
• Category (Column – Managed metadata ->
HumanResourcesLeaveCategory)
Document Libraries
o Medical Receipts (Document Library)

42
▪ Columns
Activities, Default -> Compensation)
o Expense Receipts (Document Library)

43
▪ Columns
Activities, Default -> Compensation)
Document Sets
o Compensation Project Document Set (Document Library)

o Allow management of content types? -> Yes
44
• Document Set
▪ Add new default content -> Compensation Project
▪ Add new default content -> Compensation Project
▪ Add new default content -> Compensation Project Cost
Budgeting Worksheet.xlsx (Excel)
45
Training (Modern Team Site – Associate Hub)
Site Security

▪ Megan
▪ Diego
Level)
▪ Miriam
▪ Nestor
46
Site Settings
o Site Content
▪ Site Settings
Lists
o Employee Trainings Header (Blank List)

47
o Employee Trainings Details (Blank List)
▪ Header (Column - Lookup ->Employee Trainings Header - EmployeeName)
▪ Duration – Days (Column – Number)
▪ Status (Column - Choices : Scheduled, Finished, Canceled)
Document Libraries
o Employee Training Certificate of Attendances (Document Library)

48
▪ Columns
• Employee (Column - People)
Resources Activities, Default -> Training)
Document Sets
o Training Project Document Set (Document Library)

o Advanced Settings
▪ Allow management of content types? -> Yes
49
• Document Set
▪ Add new default content -> Training Project Proposal
Presentation.pptx (Powerpoint)
▪ Add new default content -> Training Project Proposal
Document.docx (Word)
▪ Add new default content -> Training Project Cost
Budgeting Worksheet.xlsx (Excel)
50
Site Pages
o Employee Training (Page)

▪ Section
• Web Part -> Employee Trainings Header (List)
• Web Part -> Employee Trainings Details (List)

o Dynamic Filtering -> Header ->Employee Trainings Header ->
EmployeeName
51
Career Development (Modern Team Site – Associate Hub)
Site Security

▪ Joni
▪ Pradeep
Level)
▪ Miriam
▪ Nestor
52
Lists
o Employee Certifications Headers (Blank List)

o Employee Certifications Details (Blank List)

▪ Header (Column - Lookup -> Employee Certifications Headers - EmployeeName)
▪ Status (Column - Choices : Scheduled, Passed, Failed, Canceled)
53
Document Libraries
o Employee Industry Certificates (Document Library)

▪ Columns
Resources Activities, Default -> Career Development
54
Site Pages
o Employee Certifications (Page)

▪ Section
• Web Part -> Employee Certifications Header (List)
• Web Part -> Employee Certifications Details (List)

o Dynamic Filtering -> Header ->Employee Certifications
Header -> EmployeeName
55
Firing (Modern Team Site – Associate Hub)
Site Security

▪ Joni
▪ Pradeep
Level)
▪ Miriam
▪ Nestor
56
Site Settings
o Site Content
▪ Site Settings
Lists
o Resigned Employee Check List (Blank List)

▪ Title (Column - Default) -> Rename -> EmployeeName
▪ Employee (Column - People)
▪ CompanyInventoryReturned (Column - Yes/No)
▪ TransferOfJobs (Column - Yes/No)
▪ TransferOfKnowledge (Column - Yes/No)
▪ DateOfResignation (Column - Date and time)
▪ ReasonForResignation (Column – Managed metadata -> Human Resources
Employee Resignation Category)
57
Document Libraries
o Employee Resignation Letters (Document Library)

▪ Columns
Activities, Default -> Firing)
58
Document Sets
o Firing Project Document Set (Document Library)

o Advanced Settings
▪ Allow management of content types? -> Yes
o Add from existing site content types

▪ Document Set Content Types -> Document Set -> Add ->
OK
59
o Document Set
▪ Document Set Settings
• Add new default content -> Firing Project
• Add new default content -> Firing Project
• Add new default content -> Firing Project Cost
Cutting Worksheet.xlsx (Excel)
Excel Star Schema Data Models
Employee Attendance Star Schema

o Data Source
▪ Administration (Site)
• Employee Attendance (List)
o Date (Column)
o Employee (Column)
o Present (Column)
o Category (Column)
60
o Star Schema
▪ Fact Tables
• FactAttendace (Table)
o Date (Column – Date)
o EmployeeID (Column – Whole Number)
o Present (Column – Text)
o CategoryID (Column – Whole Number)
▪ Dimension Tables
• DimDate (Table)
o Month (Column – Text)
o Year (Column – Whole Number)
o MonthKey (Column – Whole Number)
61
• DimCategory (Table)
o CategoryName (Column – Text)
• DimEmployee (Table)
o EmployeeName (Column – Text)
62
Employee Leave Star Schema
o Data Source
▪ Compensation (Site)
• Employee Leave Approval (List)
o Title (Column)
o Created By (Column )
o StartDate (Column)
o Duration (Column)
o Category (Column)
o Star Schema
▪ Fact Tables
• FactEmployeeLeave (Table)
o Title (Column – Text)
o EmployeID (Column – Whole Number)
o StartDate (Column – Date)
o Duration (Column – Whole Number)
63
• DimDate (Table)
64
Expense Report Star Schema

o Data Source
▪ Administration (Site)
• Expense Report Header (List)
o Title(Column)
o Date (Column)
o Created By (Column)
65
• Expense Report Details (List)
o Title (Column)
o Header (Column)
o Category (Column)
o Cost (Column)
o Star Schema
▪ Fact Tables
• FactExpenseReport
o HeaderTitle (Column – Text)
o DetailsTitle (Column – Text)
o Cost (Column – Currency)
o CategoryID (Column – Number)
o EmployeeID (Column – Number)
66
• DimDate (Table)
67
68

04 Template Project Testing &amp; Deployment Documentations

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

04 Template Project Testing &amp; Deployment Documentations

Uploaded by

Copyright:

Available Formats

Project Testing & Deployment

o Human Resources New Employee Candidate Phase (Term Set)

o Human Resources Employee Education Level (Term Set)

o HumanResourcesLeaveCategory (Term Set)

o Human Resources Employee Resignation Category (Term Set)

SharePoint Online Sites

General HRD (Modern Communication Site – Root Hub)

o Menu (Top – Hub Menu)

o Contributors (SharePoint Group)

o Corporate Inventory (New Blank List)

o Documents (Default - Document Library)

Recruitment (Modern Team Site – Associate Hub)

o Contributors (SharePoint Group)

o Vacant Position Header (Blank List)

o Vacant Position Details (Blank List)

o Vacant Position Classified Ads Documents (Document Library)

o Recruitment Project Document Set (Document Library)

• Add from existing site content types

Hiring (Modern Team Site – Associate Hub)

o Contributors (SharePoint Group)

o New Employee Candidates Header (Blank List)

o New Employee Candidate Experience Details (New Blank List)

o New Employee Candidate Certification Details (Blank List)

o New Employee Candidate Documents (Document Library)

o New Employee Candidates (Page)

• Web Part -> New Employee Candidate Education Details (List)

• Web Part -> New Employee Candidate Training Details (List)

Administration (Modern Team Site – Associate Hub)

o Contributors (SharePoint Group)

o Employee Attendance (Blank List)

o Expense Report Details (Blank List)

o Employee Information Education Details (Blank List)

o Employee Information Training Details (Blank List)

o Employee Curiculum Vitae (Document Library)

o Expense Report (Page)

o Employee Information (Page)

• Web Part -> Employee Information Experience Details (List)

• Web Part -> Employee Information Certification Details (List)

o Contributors (SharePoint Group)

o Employee Leave Approval (Blank List)

o Medical Receipts (Document Library)

o Expense Receipts (Document Library)

o Compensation Project Document Set (Document Library)

o Contributors (SharePoint Group)

o Employee Trainings Header (Blank List)

o Employee Training Certificate of Attendances (Document Library)

o Training Project Document Set (Document Library)

o Employee Training (Page)

• Web Part -> Employee Trainings Details (List)

o Contributors (SharePoint Group)

o Employee Certifications Headers (Blank List)

o Employee Certifications Details (Blank List)

o Employee Industry Certificates (Document Library)

o Employee Certifications (Page)

• Web Part -> Employee Certifications Details (List)

o Contributors (SharePoint Group)

o Resigned Employee Check List (Blank List)

o Employee Resignation Letters (Document Library)

o Firing Project Document Set (Document Library)

o Add from existing site content types

Excel Star Schema Data Models

Employee Attendance Star Schema

Expense Report Star Schema

You might also like

04 Template Project Testing & Deployment Documentations

04 Template Project Testing & Deployment Documentations