Curriculum
O'Flaherty Law New Employee Provisioning
New Employee Provisioning [Bamboo / LMS]
0/5
HR Setup
0/3
Provisioning
0/47
-
Office Manager - Workspace Setup
Text lessonPreview -
IT - Computer Setup
Text lessonPreview
-
IT - Set up TIME OFF in Bamboo [pending bamboo replacement]
Video lessonPreview -
IT - Microsoft Office New User Setup
Text lessonPreview
-
IT - Microsoft Setup: Give [INTAKE] user access to office@
Video lessonPreview
-
IT - Microsoft Setup: Add Manager is Microsoft
Video lessonPreview
-
IT - Microsoft Setup: Test Office Portal Login as User
Text lessonPreview
-
IT - Microsoft Setup: Download Teams App to Computer
Text lessonPreview
-
IT - Microsoft Setup: Test Teams App Login
Text lessonPreview
-
IT - Microsoft Setup: Outlook Calendar Share
Video lessonPreview
-
IT - Email to Client Intake: Calendar Share Ready and Case Assignment Information
Text lessonPreview
-
Intake Lead - Ensure Intake Has Added Calendar & Info is Added to Case Assignment tab of BACMS
Text lessonPreview
-
IT - Microsoft Setup: Outlook Email Signature
Text lessonPreview
-
IT - Microsoft Setup: Groups & Channels
Text lessonPreview
-
IT - Microsoft/Bamboo Setup: Add O'Law Email to Bamboo Profile
Text lessonPreview
-
IT - Dial Pad: New User Setup Part 1
Video lessonPreview
-
IT - Dial Pad: New User Part 2
Video lessonPreview
-
IT - Dialpad: Download Dialpad App to Computer
Text lessonPreview
-
IT - Dialpad Setup: Test Login to App
Text lessonPreview
-
IT - Dialpad Setup: Add User to Dialpad Departments & AI Contact Centers [INTAKE]
Video lessonPreview
-
Office Manager - Dialpad Setup: Setup Dialpad Desk Phone
Text lessonPreview
-
Office Manager - Dialpad Setup:Add OFL Contacts to Dialpad Desk Phone
Text lessonPreview
-
IT - Dialpad Setup: Dialpad and Outlook Chrome Extension Integration
Video lessonPreview
-
IT - Clio Setup: Create Manage Account
Video lessonPreview
-
IT - Clio Setup: Create Grow Account
Video lessonPreview
-
IT - Clio Setup: Accept Manage & Grow Invites
Text lessonPreview
-
IT - Clio Setup: Test Clio Manage & Grow Logins
Text lessonPreview
-
IT - Clio Setup: Set Billing rate in Clio Manage
Text lessonPreview
-
IT - Clio Setup: Clio Calendar Share
Video lessonPreview
-
IT - Clio Setup: Add Attorney as Associate in Manage
Video lessonPreview
-
IT - Clio Setup: Grow Email Signature, Email Integration and Manage Calendar
Text lessonPreview
-
IT - Clio Setup: Turn off Grow Inbox notifications
Text lessonPreview
-
IT - Clio Academy Account Creation
Text lessonPreview
-
IT - Adobe Setup
Video lessonPreview
-
IT - Lexis Nexis Setup
Video lesson
-
IT / Sadie - Odyssey Setup
Video lessonPreview
-
IT - Task List Setup
Video lessonPreview
-
IT - Setup Consult Tally form task
Video lessonPreview
-
IT - Add Client Intake Member to Consult Tally Form
Video lessonPreview
-
IT - Client Intake to Quality Control
Video lessonPreview
-
Employee - Remote Team: Dialpad and Outlook Chrome Extension Integration
Video lessonPreview
-
IT - Assign Trivia License
Video lesson
-
IT - Login Credentials: Email all Logins to Employee & Trainer
Text lessonPreview
-
Trainer - Test credentials and hardware
Text lessonPreview
-
Trainer - Set Up Microsoft Chats
Text lessonPreview
-
Trainer - Understanding Bamboo Onboarding Mechanics
Video lessonPreview
-
Trainer - Pre-Start Checkin Email
Text lessonPreview
Text lesson
IT – Import Role-Specific Tasks
Can go to the ‘Walkthrough Video’ section of the below link, ‘Import Role-Specific Tasks’ chapter of walkthrough video
Navigate to ‘BambooHR Setup’
https://oflahertylawcom.sharepoint.com/sites/OFL/SitePages/New-employee-training.aspx
General 9:00 am start time w/ trainer