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

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

3. UMMC Intranet

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

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

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

7. New Faculty Information Form New Faculty Information Form

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

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

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

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

12. 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

13. 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

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

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

16. 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

17. Contact Information On-boarding Issues: Kathy Pipitone, ext. 45004 kpipitone@umc.edukpipitone@umc.edu Linda Barker, ext. 45005, lbarker@umc.edu HR Issues: Molly Brasfield, ext. 42130 mbrasfield@umc.edu Budget Issues: Betty Lou Sutherland, ext. 41027 bsutherland@umc.edu bsutherland@umc.edu