Curriculum
New Employee Orientation and Onboarding - Step 1
Section
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Trainer - Greet New Hire at 9:00 and Review Agenda
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Trainer - Teams Channel Intro to Team
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Employee - Complete form i-9
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Employee - Review Employee Handbook
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Employee - Confidentiality Agreement
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Employee - Complete Hardware Signout Form
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Employee - Training Videos: Understanding Features
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Attorneys - Attorney Work Location, and Consult and Case Assignment Proficiencies form
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Employee - Microsoft Teams Walkthrough
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Employee - Watch: Clio Grow & Manage Introduction Video
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Employee - OFL Home & Sharepoint Walkthrough
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Employee - Intro to Org Chart Video Tutorial
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Employee - Dialpad Training
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Employee - Understanding Dialpad AI
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Employee - Dialpad Supplement: How To Transfer, Park, and Send to Voicemail
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Employee - Remote Location Servicing
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Employee (non acquisition) - Mail Protocol
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Supervisor - Supply Cabinet Walkthrough
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Employee - Google Review Bonuses
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Employee - Dialpad Conference Calls: How To
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Ops Staff - Headshot and Bio Survey
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Employee - Complete Onboarding Survey
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Trainer - Switch to Correct manager Before Go Live
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Text lesson
Attorneys – Attorney Work Location, and Consult and Case Assignment Proficiencies form
In this section, we’ll begin to collect the information necessary for the firm to begin properly scheduling you with potential clients for consultation and case assignments.
Please complete the below information as soon as possible.