Onboarding - Revision history

Sam at 20:01, 29 February 2024

2024-02-29T20:01:46Z

Sam: /* Week 1 of onboarding */

2024-02-28T17:13:29Z

Week 1 of onboarding

Sam: /* Welcome Email */

2024-02-28T15:56:45Z

Welcome Email

Sam: /* ADP */

2024-02-20T19:28:52Z

ADP

Sam: /* ELD */

2024-02-20T19:14:03Z

ELD

Sam: /* QBO */

2024-02-20T17:16:51Z

QBO

Sam: /* QBO */

2024-02-20T17:16:35Z

QBO

Sam: /* Moodle */

2024-02-20T17:14:22Z

Moodle

Sam: /* Week 1 of onboarding */

2024-02-20T16:58:47Z

Week 1 of onboarding

Sam: /* ELD */

2024-02-20T16:56:12Z

ELD

← Older revision		Revision as of 20:01, 29 February 2024
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		+	Use [http://18.207.158.143:8080/index.php/Administration Administration] to go back to the Main Administration Page
		+
		+
	==Onboarding at PHR==		==Onboarding at PHR==

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	After the employee probationary period of 90 days, DOT compliance documents will be shared with Kelmar for record keeping purposes.		After the employee probationary period of 90 days, DOT compliance documents will be shared with Kelmar for record keeping purposes.
		+
		+
		+	Use [http://18.207.158.143:8080/index.php/Administration Administration] to go back to the Main Administration Page

@@ Line 71: / Line 71: @@
 *Benefits- for all employees
 *Driving License and documentation- for technicians and surveyors
-*Identification- for all employees
+*I-9 Verification: Driving License, Passport, Social Security card or other Government approved documentation- Proof of Eligibility to work- for all employees
 *Discipline records- for all employees
 *Emails and Texts (Planned and Unplanned Absences)- for all employees

@@ Line 4: / Line 4: @@
 ===Welcome Email===
-Admin sends out the [https://docs.google.com/document/d/1y7I-L3sldHenEqcLXa-OTX6ue_tPJxTU/edit?usp=drive_link&ouid=105752061030281958258&rtpof=true&sd=true welcome email] to the employee, which contains login information to Workbright, eTech app, Moodle, the [https://drive.google.com/file/d/1ucyNFizSEloB57k10TWzV570ri0K6_xy/view?usp=drive_link Concentra Health Authorization form] and the ELD app. Below are the steps to set up the user accounts:
+Admin sends out the [https://docs.google.com/document/d/1y7I-L3sldHenEqcLXa-OTX6ue_tPJxTU/edit?usp=drive_link&ouid=105752061030281958258&rtpof=true&sd=true welcome email] to the employee, which contains login information to Workbright, eTech app, Moodle, the Concentra form and the ELD app. The Concentra form is to be completed by technicians only. Below are the steps to set up the user accounts:
 ====Workbright====
 To send forms to a new employee:
 *After logging in, admin can go to the list of staff and add a new staff member via their email.
 *Admin will input the required contact details, select a group depending on their role and location, and click on “Send Notification” to generate the [https://drive.google.com/file/d/1AmspHZuRO3ZbQQblVJG9PIKgxXilsHk3/view?usp=drive_link Required Forms email] to the new employee.
-New employees will be asked to set a new password once they access the system. Once the employee has completed and submitted each form, the admin will review the form. If the form is complete and accurate, the admin will accept the form. If it has been filled out incorrectly, the admin can reject the form which will send it back to the new employee and ask them to correct and resubmit it. For technicians and surveyors, DOT insists that they provide 3 years of employment history and why they left. To add new employees on the PHR vehicle insurance, they have to provide a driving record of the past 5 years.
+New employees will be asked to set a new password once they access the system. Once the employee has completed and submitted each form, the admin will review the form. If the form is complete and accurate, the admin will accept the form. If it has been filled out incorrectly, the admin can reject the form which will send it back to the new employee and ask them to correct and resubmit it. For technicians, DOT insists that they provide 3 years of employment history and why they left. To add new employees on the PHR vehicle insurance, they have to provide a driving record of the past 10 years.
 '''IMPORTANT:'''
@@ Line 20: / Line 20: @@
 *Workbright doesn’t accept iCloud emails. Employees are required to provide a Gmail, Yahoo or other third party email.
-====eTechnician app====
+To add a new form to Workbright:
-Admin will use the PHR CRM to add the new employee. Using “Users” in the dropdown under the tab “System Parameters”, the admin will use “Create user” to open the employee details pop up. Admin will fill in the fields username (employee first name in lowercase), password (last 4 digits of phone number), email, phone number, salary and make sure to mark the checkbox “show in control roster”. For technicians, admin will also mark the checkbox “crew status active”.
+Use [https://workbrightsupport.com/form-submit/  this link] to submit custom form(s) directly to the Workbright Forms Coding Team. This short video will show you a quick how-to showing the process for requesting new forms to be added to our account or how to request existing forms to be updated.
 ====Moodle ====
@@ Line 38: / Line 46: @@
 ====ADP====
-To create an account in ADP, the admin will use the “User creation” tab to fill out tax info, payroll information, and PTO. benefits are offered to the employee once they reach 90 days. Note: Admin should initiate the process a month in advance ( once the employee reaches 60 days).
+To create an account in ADP, the admin will use the “User creation” tab to fill out tax info, payroll information, and PTO. Benefits are offered to the employee once they reach 90 days. Note: Admin should initiate the process a month in advance ( once the employee reaches 60 days).
 ====QBO====

@@ Line 38: / Line 38: @@
 ====ADP====
-To create an account in ADP, the admin will use the “User creation” tab to fill out tax info, payroll information, PTO and benefits (once the employee completes 60 days).
+To create an account in ADP, the admin will use the “User creation” tab to fill out tax info, payroll information, and PTO. benefits are offered to the employee once they reach 90 days. Note: Admin should initiate the process a month in advance ( once the employee reaches 60 days).
 ====QBO====

@@ Line 35: / Line 35: @@
 ====ELD====
-Operations team is responsible for creating an account for the new technician. For more details, please refer to the [http://18.207.158.143:8080/index.php/New_Technician/_Driver_Onboarding,_Training_and_Documentation New Technician/ Driver Onboarding, Training and Documentation].
+Admin team should notify the Operations team to create an account for the new technician. For more details, please refer to the [http://18.207.158.143:8080/index.php/New_Technician/_Driver_Onboarding,_Training_and_Documentation New Technician/ Driver Onboarding, Training and Documentation].
 ====ADP====

@@ Line 47: / Line 47: @@
 *HQ: Sales
 *HQ: Administration
-*Operations including technicians, surveyors, & branch managers and is divided by location:
+*Operations includes technicians, surveyors, & branch managers and is divided by location:
 **FL: Operations
 **Metro DC: Operations

@@ Line 41: / Line 41: @@
 ====QBO====
-User creation
+To add a new user in QBO:
 ===Official start date===

@@ Line 24: / Line 24: @@
 ====Moodle ====
-To add a user in Moodle, please use the instructions document. Once the user account has been created, the user can be enrolled in an existing training course and the training start and completion dates can be set. Once the user is enrolled, Moodle will send a notification email to the employee informing them that it’s time to start their training. Once the employee completes their training, they will receive a certificate of completion.
+To add a user in Moodle, the admin can create new user accounts in Site administration > Users > Accounts > Add a new user and fill in the required employee details (First Name, Surname, username and email address). Once the user account has been created, the user can be enrolled in an existing training course and the training start and completion dates can be set.
 ====ELD====

@@ Line 51: / Line 51: @@
 *DOT documentation- for technicians
-The admin can bulk download all employee's forms by doing the following:
+The admin can bulk download all employee's forms from the Workbright website by completing the following steps:
-#Click “Staff” up top
+#Click “Staff” up top.
-#Set filters to the selected staff members/ all staff members
+#Set filters to the selected staff members/ all staff members.
-#Click the small white box on the top left side of the page
+#Click the small white box on the top left side of the page.
-#The bulk actions will appear, select "Download Form Submissions"
+#The bulk actions will appear, select "Download Form Submissions".
-The admin can access the full checklist of required documents: technicians, surveyors and general employees.
+The admin can access the full checklist of required documents for each role: [https://drive.google.com/file/d/1VGKF3WI-ozyhI52NTCvkmR7z7Hku7MfQ/view?usp=drive_link technicians], [https://drive.google.com/file/d/1llBfW-yZI89s-VAjoPuGJDHSk6JcmN3b/view?usp=drive_link surveyors] and [https://drive.google.com/file/d/12Tc-GqgjzE3_AIdCOEam4F4GsOUHdQrH/view?usp=drive_link general employees].
-After the probationary period of 90 days, DOT compliance documents will be shared with Kelmar for record keeping purposes.
+After the employee probationary period of 90 days, DOT compliance documents will be shared with Kelmar for record keeping purposes.