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Regis-314325-457200CommunityWorks Onboarding Checklist00CommunityWorks Onboarding Checklisttration and Scheduling Team DebriefCompletion RequirementsReview each item below. Review any items in the “Manager Items” section, with your manager, within the first 30 days of joining the team. Upon completion, please mark this activity as complete in your CommunityWorks Onboarding Training Plan.TicketsRequest a Monitor (if applicable)myCerner > Support > Log or View a Ticket > SearchSearch = “Computer Monitor”Type = “Monitor Request”Mail Drop and Role = “List our mail drop and Consulting – Supporting Consultant”Monitor at desk = “No.”Work Location = North America (KC) (or WHQ if changed)Request a VGA Adapter (if you have a Dell and applicable)myCerner > Support > Log or View a Ticket > SearchSearch = “Computer Monitor”Type = “Cable/Adapter Request”Type of Cable/Adapter = “VGA”Business Justification = “I am with the CommunityWorks consulting group and will need a VGA adapter for dual monitors and internal/external presentations.”Work Location = “Insert current work location” (ie: WHQ) Request a HeadsetmyCerner > Support > Log or View a Ticket > SearchSearch = “Computer Accessories”Type = “Request”What is Your Work Location? = “Insert current work location” (ie: WHQ)What are you requesting = “Lync Headset”Description = “I am with the CommunityWorks consulting group and will need a Lync Headset for client calls.”Note: you may have an option between a C310-M Single Ear or C320M Double Ear. If you have a preference, and they still have quantities available, you can dictate this in the description.Request Lync Voice (desk phone through your computer)Stop: Check your contact card in Skype/Outlook to see if you already have a valid work number. If you do, you will not need to log this ticket. You can also see if you have the dial pad as an icon in Skype. This is only for the instance that you do not.myCerner > Support > Log or View a Ticket > SearchSearch = “Telephony - General”This Request Needs to be Completed by = [list date]Type = “Request for new connection”Region = “USA”Country – Location = “[Choose state here]”Product Category = “Lync/Skype Dial Pad”Description of your request = “I am with the CommunityWorks consulting group and will need a phone number for client communication”Note: Once you have a phone number, you can set up your voicemail greeting.WebExStop: go to Outlook, calendar, and see if you already have the WebEx add-in. If you cannot set up a meeting, and do not have a license, follow these steps:myCerner > Support > Log or View a Ticket > SearchSearch = “WebEx”Type = “Request New Access”Navigator Service TabmyCerner > Support > Log or View a Ticket > SearchSearch = “Navigator Service”Type = “Access”Requestor Operator ID = “[Your associate ID here]”Access Needed = Solution change and service (non Help Desk)Environment = PRODBusiness Reason for Needed Access = “I am with the CommunityWorks consulting group and will need the service tab to manage service requests from clients”Name of an associate who has the same level of access that is now needed = pick someone from your teamThe Rest = Don’t worry about client, screenshots, or additional information. Note: Navigator will be phased out in late 2017Add to Project PortalmyCerner > Support > Log or View a Ticket > SearchSearch = “Project Portal”Type = “Access”Additional Information = I need to be made eligible to be added to my projects via the Build Project Team tool. This will allow me to be added to the Build Project Team tool portal correctly as well as to my project plan tasks.Mouse Request (optional)myCerner > Support > Log or View a Ticket > SearchSearch = “Computer Accessories”Type = “Request”What is Your Work Location? = “Insert current work location” (ie: WHQ)What are you requesting = “Mouse”Description = “I am with the CommunityWorks consulting group and will need a mouse for my role.”Keyboard Request (optional)myCerner > Support > Log or View a Ticket > SearchSearch = “Computer Accessories”Type = “Request”What is Your Work Location? = “Insert current work location” (ie: WHQ)What are you requesting = “Keyboard”Description = “I am with the CommunityWorks consulting group and will need a keyboard for my KC based work.”Computer Kickstand (optional)If you plan on using a keyboard, and want to elevate your laptop’s screen, you are able to request a kickstand.Reach out to the floor administrator for your kickstand. This is currently Wendy Lesniak.Domain AccessEnsure you follow these steps in order to obtain domain access. Business Cards (optional)Follow this link to order business cards if desired.Note: Do not include your role on these cards as you want to be able to use them across roles in your career.Diner’s CardDo you have a corporate credit card? If yes, disregard.If no, you will need to apply for a Diner’s card. You can apply for a Diner’s card and view any frequently asked questions here.Note: In the application, it will ask if you want to sign up for the rewards program. Diner’s will charge a $75 annual fee for opting into the program. This fee is on the associate and you can decide whether you want to opt in.In the program, you earn 1 point per $1 spent. The best conversion rate is a gift card. Gift cards translate into 10,000 points per $100 gift card. This means you would have to put $7500 on your card in a year to break even on the program. ***If you opt in to the diner’s program, make sure you pay it immediately. Many people forget and then get a 60 days overdue notice with a fee. They then have to call Diner’s and it becomes a long process. Self-Directed Items:Save a shortcut of the CommunityWorks Network Drive to your computerClick on the start barPaste in the following and press enter\\filesrvwhq\SFACTORY\SolFactory\Operations\CommunityWorksDrag and drop a shortcut to your desktopConfigure Printers (intended for building 2801, 2nd Floor)Go to your start barType in \\CORPPRTUSMW\ Printers on 2801 floor = RC0420 and R0422Ensure Your Mail Drop Folder is CreatedGo to the mail drop area across from the break room and ensure you have a mail drop folder in the filing cabinets.If you do not, talk with the floor administrator about getting one added.Note: if you are an internal transfer, ensure your mail drop was moved. To do this, log a ticket with the category “Properties Design – Associate Moves.”Learn more about Lync. Set up your voicemail greeting: Thank you for calling Cerner Corporation. You have reached the desk of <name>. I am currently unavailable to take your call. Please leave your name, telephone number, and a brief message and I will return your call as soon as possible. If you require immediate assistance, please dial "0" and your call will be routed to the Cerner operator. Thank you and have a great day.Visit the Onboarding page. This page has the essential links you will need starting out.Go to the uTravel page and sign up for rewards accounts with our various travel partnersTravelRecommended Partners:Airlines: Southwest, Delta, United, American AirlinesCar Rental: AvisAirport Parking: Parking SpotNote: You will want to include your rewards numbers in your frequent traveler page of your Get There account. This way, you won’t have to add them each time you book travel.Key Travel/Expense Items as explained in the “CommunityWorks Onboarding – Overview” Class:If your flight is booked in advance, expense the flight separate from your actual trip. You have 30 days from the expense date to submit the expense report.Use GetThere for booking travel for all partners minus Southwest. GetThere – you need a Diner’s card in order to have a GetThere accountSouthwest – is migrating to Get There. If you ever need to use , the company ID is 99392871.Mileage to and from the airport can be expensed (17 miles per direction).Visit the MentoringWorks Wiki and record who you feel would be a great mentor for youBased on the MentoringWorks role profiles, write down a person that you think would be a good career mentor. Explain why they would be a good fit. Mentor Selected:Rationale:Visit the Career Mapping Wiki to see the different avenues for growth within our Organization.Update your calendar with any travelIf you are resourced to any events, update your calendar for when you will be on site.Update your manager’s calendar with any PTOSend an invite to your manager for any PTO. The invite should be an all-day event and marked as free. This ensures it does not block off the manager’s entire day as busy.E-mail your manager your mobile phone numberThis will only be used in rare circumstances.Set up your manager as your time sheet proxy enables the manager to submit a time sheet or forecast if necessary.Set up an Out of Office (OOO) messageOutlook > File > Automatic RepliesInternal – Your internal OOO should be set up any time you are out of officeExternal – Your external OOO should be set up only on Conversions, Holidays, and PTONote: ensure you have an OOO contact in your automatic reply. Also, make sure that OOO contact is aware that they are your contact.Examples:Thank you for your message. I will be on a client site with limited access to email and voicemail from [date] to [date]. If you need immediate assistance please contact Jane Smith at jsmith1@. I will respond to emails and voicemail as time permits. Thank you for your message. I will be out of the office from Monday, June 18th until Friday, June 22nd. If you need immediate assistance please contact Jane Smith at jsmith1@. I will respond to emails and voicemails when I return. Fill in the following abbreviations:LA – _SRL – _SUT – _ IT – _WFI – _CRA – _PCA – _EL – _EC – _CRE – _CE – _PM – _LAW – _HLA – _Manager Items (in a One-on-One):Confirm with your manager that you have been sent all recurring meeting invitations.This includes team meetings, one-on-one’s, town halls, and department meetings (Clinical, Ancillary, Revenue Cycle, or Project Management meetings)Confirm with your manager that you have been added to the appropriate Distribution Lists (DL’s).This includes the team, project, and floor DLs. Team DLs roll up into DL_CommunityWorks. If you are on the team DL, you do not need to be added to DL_CommunityWorks.Review your manager’s vacation policy and general expectations.Review the resourcing spreadsheet with your manager.All team resourcing calendars can be found here.Note: you probably will have a team specific resourcing calendar stored outside of this document.Review the following weekly role expectations with your manager Billability:The billable target for a supporting consultant is 100% billability, or 40 hours billable work per week.Note: This does not apply for the onboarding program.If you are at risk of meeting your billable target, talk with your team and manager.Timesheets:Timesheets are due on Saturday at midnight.Put a reoccurring invite on your calendar for Friday afternoon. Billable hours should be logged to a billable project number (PN)Non-billable hours should be logged to CommunityWorks non-billable code (10123122 / Project Administration/Other)Forecasting:Forecast validation is essential to being able to forecast accurately. When the forecast e-mail comes out, if you are missing any project numbers, e-mail the Engagement Controller immediately. Review the forecasting process with your managerRequesting access to a project number (PN)If you are doing billable work for a client, you will need access to their PN. To request access to a project number, send an e-mail to the engagement controller (DL_CommunityWorks_EngagementController DL_CommunityWorks_EngagementController@).The EC will need the following information:Associate Name: [Your Name Here]PN: [PN for that project. Your SA should have it]Mnemonic: [Client mnemonic]Dates: [Dates you will need access to this PN. If you will have more work for them, ensure the end date is appropriate].Hours: [Hours per week you will work on the PN]Role and Competency: [Delivery Consultant / Solution Name]Are you replacing or assisting another resource? [yes/no]Review a domain copy schedule with your managerReview the following uCern Wiki pages. Talk through each one with your managerCommunityWorks Controlled Doc - Home Page*CommunityWorks WikiCommunityWorks Domain RisksLogical Domain / Project Portal Wiki*Solution Build Reference PagesCommunityWorks Solution Build Reference PagesSolution Training PortalCommunityWorks Global Change Ideas SpaceCerner Ideas SpaceCommunityWorks Team uCern ................
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