Schedule



New Hire TrainingLesson ScheduleScheduleDay 1 – MondayTimeTopicDescription9:00 AM – 10:15 AMWelcome & Office Tour(Matt Brewer, Office Manager)We’ll get acquainted with each other, while going on an office tour and learning about building access.10:15 AM – 11:00 AMIT Orientation(Jake Woolf, User Services Administrator)Jake will give us an overview of our computer systems and access, security setup and telecommunications.11:00 AM – 11:45 AMHR Orientation(Lindsey Aiken, HR & People Operations)Lindsey will take us through the New Hire Paperwork, provide a general overview of the company, review HRIS & Benefits and go over Policies and Procedures.11:45 AM – 12:30 PMEmployee Checklist and Onboarding Forms(Ceridian Dayforce)Be on the lookout for the “Welcome to Dayforce” Email.12:30 PM – 1:30 PMDepartment Orientation/Team Lunch(Matthew Merwin, Director of Client Support and Services)Lunch will be provided while Matt talks about our Client Serivces Department1:30 PM – 2:30 PMBenefits Orientation(Self Guided based on materials from the Benefits Team)Review CB Benefits website and enrollment video. Enroll in benefits on Dayforce.2:30 PM – 3:30 PMOverview of Support Resources(Chelsea Van Solkema, & Cireena Katto, Customer Support Supervisors)As a support specialist, you’ll be answering questions and finding solutions. Learn how our clients ask for help.3:30 PM – 3:45 PMAfternoon BeakAfternoon BreakMike 3:45 PM – 4:30 PMMember TypesAfternoon Break Member Types are how our clients categorize their members. We’ll set up some member types together, and then learn how they impact member visibility and permissions.Mike 4:30 PM – 5:15 PMMembershipsMemberships allow members to pay their dues and remain in good standing with their organization.Mike 5:15 PM – 5:30 PMQ&AAny remaining questions from the day? Day 2 - TuesdayTimeTopicDescriptionMK 9:00 AM – 9:30 AMQuick ReviewLet’s quickly review what we learned in Day 1.MK 9:30 AM – 10:30 AMIntroduction to ContentHow do administrators add pages, images, and other types of content to their website? Let’s find out how to get started.10:30 AM – 10:45 AMMorning BreakMorning BreakMK 10:45 AM – 12:00 PMResource Manager, Custom Pages & Content AreasCustom Pages and Content Areas store most client-created content. In this lesson, let’s create a custom page and edit a content area.12:00 PM – 1:00 PMLunchLunch!MK1:00 PM – 2:00 PMBulk Email: Part 1Now that we understand a little bit about content, let’s expand that into the bulk e-mail system. In this lesson, we’ll learn how to create and send a bulk e-mail through the YourMembership AMS.Carter 2:00 PM – 3:00 PMCommon Content Questions(Carter Cox, Support Specialist)Let’s Discuss email stats and common types of email support questions. Mike & MK 3:00 PM – 5:00 PMPutting it all TogetherNow that we’ve spent a day learning about content, it’s time to put that all together. Please see Assignments & Proficiences.MK 5:00 PM – 5:30 PMCommon Questions / Q&AWe’ll finish off Day 2 by reviewing some common types of content questions, and we’ll review your questions, too.Day 3 - WednesdayTimeTopicDescriptionMK 9:00 AM – 9:30 AMQuick ReviewLet’s quickly review what we learned in Day 2.MK 9:30 AM – 10:00 AMIntroduction to EventsThe Events module is one of the most widely used features of the YourMembership AMS.Mike 10:00 AM – 10:45 AMEvent Configuration: Part 1Now that we know what the Events module does, let’s create a basic event, together.10:45 AM – 11:00 AMMorning BreakMorning BreakMK 11:00 AM – 11:30 AMEvent Registration FormsLet’s talk custom event forms!MK 11:30 AM – 12:00 PMReviewing our EventHow does our event look from our members’ point-of-view?12:00 PM – 1:00 PMLunchLunch!MK 1:00 PM – 2:00 PMEvent Configuration: Part 2Let’s create a slightly more detailed event. In this session, we’ll create a specific event registration form, sessions, and tickets.MK 2:00 PM – 3:00 PMManaging our EventAdministrators receive many questions from members regarding an event. Let’s go through a few examples of actions that need to be taken.Mike & MK 3:00 PM – 5:00 PMPutting it all TogetherNow that we’ve spent a day learning about events, it’s time to put that all together. Please see Assignments & Proficiences.MK 5:00 PM – 5:30 PMQ&AAny remaining questions? Let’s get them answered.Day 4 - ThursdayTimeTopicDescriptionMK 9:00 AM – 9:30 AMQuick ReviewLet’s quickly review what we learned in Day 3.MK 9:30 AM – 10:00 AMIntroduction to EcommerceWhether it’s membership dues, store products, or donations…everything involving money flows through Ecommerce.MK 10:00 AM – 10:45 AMGL Codes & Commerce Configuration OptionsBefore we create products and accept payments, let’s make sure everything is properly configured.10:45 AM – 11:00 AMMorning BreakMorning BreakMK 11:00 AM – 12:00 PMOnline StoreLet’s learn about the online store, and create a product together.12:00 PM – 1:00 PMLunchLunch!Mike 1:00 PM – 1:45 PMDonationsIn this lesson, we’ll learn how to create donation funds and accept pledges from our members.Mike1:45 PM – 3:00 PMQueries & Reports(Mike Lazzara)Now that we’re familiar with some of the types of data stored in the AMS, let’s learn how to extract that data in queries and reports.3:00 PM – 3:15 PMAfternoon BreakAfternoon BreakMike 3:00 PM – 5:00 PMPutting it all TogetherNow that we’ve spent a day learning about Ecommerce, it’s time to put that all together. Please see Assignments & Proficiences.Mike 5:00 PM – 5:30 PMQ&AAny remaining questions? Let’s review them.Day 5 - FridayTimeTopicDescriptionMike 9:00 AM – 9:30 AMQuick ReviewLet’s quickly review what we learned in Day 4.Mike 9:30 AM – 10:30 AMCreating GroupsLet’s create some groups and learn how they’re administrated.Mike 10:30 AM – 10:45 AMMorning BreakMorning BreakMike 10:45 AM – 12:00 PMGroup workflowLet’s review different group workflow scenarious.12:00 PM – 1:00 PMLunchLunch!MK 1:00 PM – 2:00 PMBlogs & ForumsBlogs and Forums exist in both site-wide and group restricted forms. Let’s create blogs and forums together.MK 2:00 PM – 3:00 PMProfessional DevelopmentCredits and certifications may be tracked and maintained through the YourMembership AMS.3:00 PM – 3:15 PMAfternoon BreakAfternoon BreakMike 3:15 PM – 4:00 PMSurveys & QuizzesSurveys & Quizzes allow administrators to gather knowledge from members, as well as apply learning credits from the Professional Development feature.Mike 4:00 PM – 5:00 PMLatest News & Contact FormsThe Latest News feature allows us to publish articles on our website. We’ll also review one final feature: Contact Forms.Mike 5:00 PM – 5:30 PMQ&AAny remaining questions? Let’s get them answered.Day 6 - MondayTimeTopicDescription9:00 AM – 9:30 AMRecapRecap of last week.9:30 AM – 10:30 AMJira + Design Services(Allyson and Rigo)How to create and manage tasks in Jira and how they relate to additional design services 10:30 AM – 10:45 AMMorning BreakMorning Break10:45 AM – 12:00 PMZendesk(Chelsea and Cirrena)Learn what Zendesk is used for and how to get the most out of it.12:00 PM – 1:00 PMLunchLunch!1:00 PM – 2:00 PMQ&AAny remaining questions? Let’s get them answered. ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download