School of Medicine Faculty On-boarding System Instruction Handout for Department Leads.

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Presentation transcript:

School of Medicine Faculty On-boarding System Instruction Handout for Department Leads

Click : Hot Spots Click : The Explorer Icon on your desktop Accessing On-Boarding System

UMMC Intranet

Suggestion: Bookmark (add to favorites) this link for quick access.

Click : Faculty On-Boarding Click : Master View Lawson Portal

Click: “Faculty Entry” to add New Faculty Lead Master Department Dashboard

New Faculty Information Form New Faculty Information Form

After pertinent information is entered, Click “Save”. New faculty will now appear on the New Faculty Information Form “Faculty Appointment Request” dashboard

Lead Appointment Request Dashboard From this dashboard you may: “Edit” “Route” View Faculty Info Access blank info form

Lead Appointment Request Dashboard “Edit” You can edit faculty information until “Route” is select.

Lead Appointment Request Dashboard After all information has been entered successfully Click: “Route”

Once “Route “ has been selected, the new faculty’s information electronically transfers : From: the “Faculty Appointment Requests “ dashboard To: the “Master View” dashboard The faculty information will no longer appear on the “Faculty Appointment Requests “ dashboard, after routing. Once “Route “ has been selected, the new faculty’s information electronically transfers : From: the “Faculty Appointment Requests “ dashboard To: the “Master View” dashboard The faculty information will no longer appear on the “Faculty Appointment Requests “ dashboard, after routing. Note Electronically Transferred

Click the name to access a “Read Only” view of the faculty information. If errors are discovered at this point, a Faculty Affairs representative must make corrections. Lead Master Department Dashboard The Master View dashboard has some of the same information capabilities as the Appointment Request dashboard but it includes columns for: Note Activities Overall Status

Lead Master Department Dashboard Click “View” for Faculty’s Activities Click: Faculty’s Name for Faculty Info (Read Only)

Lead Master Department dashboard (Activities Menu) Activities View (Abbreviated List) Activities View (Abbreviated List) Status Legend

Lead Master Department dashboard (Activity Menu) Activity Column Activities are listed in order of priority Some Activities have prerequisites Activities that must be completed before the system will allow you to select. Begin Activity Column Timeline Activity MUST be started to ensure completion Started/ Completed Columns The date you start and complete an activity After selecting “Start” or “Completed”, the default date of the computer will appear. Status Column “Start” date triggers count down for color status changes. Column Explanation Undo Column Resets status to “Start” and “Completed

Contact Information On-boarding Issues: Kathy Pipitone, ext Linda Barker, ext , HR Issues: Molly Brasfield, ext Budget Issues: Betty Lou Sutherland, ext