Curriculum
Course:
O'Flaherty Law New Employee Provisioning
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Curriculum
O'Flaherty Law New Employee Provisioning
New Employee Provisioning [Bamboo / LMS]
0/5
IT - Setup Bamboo Profile
5:00
Preview
IT - Create the New Hire Packet
5:00
Preview
IT - Import Role-Specific Tasks
5:00
Preview
IT - Preview & Send New Hire Packet
Text lesson
Preview
IT - New Employee Provisioning [Bamboo / LMS]
Assignment
HR Setup
0/3
HR Manager - Sends out Separate HR Welcome Email
5:00
Preview
HR Manager - CGO Schedules Team Call
5:00
Preview
HR Manager - CGO Conducts Team Call
Text lesson
Preview
Provisioning
0/47
Office Manager - Workspace Setup
Text lesson
Preview
IT - Computer Setup
Text lesson
Preview
IT - Set up TIME OFF in Bamboo [pending bamboo replacement]
Video lesson
Preview
IT - Microsoft Office New User Setup
Text lesson
Preview
IT - Microsoft Setup: Give [INTAKE] user access to office@
Video lesson
Preview
IT - Microsoft Setup: Add Manager is Microsoft
Video lesson
Preview
IT - Microsoft Setup: Test Office Portal Login as User
Text lesson
Preview
IT - Microsoft Setup: Download Teams App to Computer
Text lesson
Preview
IT - Microsoft Setup: Test Teams App Login
Text lesson
Preview
IT - Microsoft Setup: Outlook Calendar Share
Video lesson
Preview
IT - Email to Client Intake: Calendar Share Ready and Case Assignment Information
Text lesson
Preview
Intake Lead - Ensure Intake Has Added Calendar & Info is Added to Case Assignment tab of BACMS
Text lesson
Preview
IT - Microsoft Setup: Outlook Email Signature
Text lesson
Preview
IT - Microsoft Setup: Groups & Channels
Text lesson
Preview
IT - Microsoft/Bamboo Setup: Add O'Law Email to Bamboo Profile
Text lesson
Preview
IT - Dial Pad: New User Setup Part 1
Video lesson
Preview
IT - Dial Pad: New User Part 2
Video lesson
Preview
IT - Dialpad: Download Dialpad App to Computer
Text lesson
Preview
IT - Dialpad Setup: Test Login to App
Text lesson
Preview
IT - Dialpad Setup: Add User to Dialpad Departments & AI Contact Centers [INTAKE]
Video lesson
Preview
Office Manager - Dialpad Setup: Setup Dialpad Desk Phone
Text lesson
Preview
Office Manager - Dialpad Setup:Add OFL Contacts to Dialpad Desk Phone
Text lesson
Preview
IT - Dialpad Setup: Dialpad and Outlook Chrome Extension Integration
Video lesson
Preview
IT - Clio Setup: Create Manage Account
Video lesson
Preview
IT - Clio Setup: Create Grow Account
Video lesson
Preview
IT - Clio Setup: Accept Manage & Grow Invites
Text lesson
Preview
IT - Clio Setup: Test Clio Manage & Grow Logins
Text lesson
Preview
IT - Clio Setup: Set Billing rate in Clio Manage
Text lesson
Preview
IT - Clio Setup: Clio Calendar Share
Video lesson
Preview
IT - Clio Setup: Add Attorney as Associate in Manage
Video lesson
Preview
IT - Clio Setup: Grow Email Signature, Email Integration and Manage Calendar
Text lesson
Preview
IT - Clio Setup: Turn off Grow Inbox notifications
Text lesson
Preview
IT - Clio Academy Account Creation
Text lesson
Preview
IT - Adobe Setup
Video lesson
Preview
IT - Lexis Nexis Setup
Video lesson
IT / Sadie - Odyssey Setup
Video lesson
Preview
IT - Task List Setup
Video lesson
Preview
IT - Setup Consult Tally form task
Video lesson
Preview
IT - Add Client Intake Member to Consult Tally Form
Video lesson
Preview
IT - Client Intake to Quality Control
Video lesson
Preview
Employee - Remote Team: Dialpad and Outlook Chrome Extension Integration
Video lesson
Preview
IT - Assign Trivia License
Video lesson
IT - Login Credentials: Email all Logins to Employee & Trainer
Text lesson
Preview
Trainer - Test credentials and hardware
Text lesson
Preview
Trainer - Set Up Microsoft Chats
Text lesson
Preview
Trainer - Understanding Bamboo Onboarding Mechanics
Video lesson
Preview
Trainer - Pre-Start Checkin Email
Text lesson
Preview
Video lesson
IT – Microsoft Setup: Outlook Calendar Share
Share the new user’s Outlook calendar with the team for easy scheduling and viewing. This will also ensure you receive proper credit for free consultations and any applicable consultation retention bonuses when eligible.
Guide and walkthrough video here.
https://oflahertylawcom.sharepoint.com/sites/OFL/SitePages/Outlook-Help.aspx?xsdata=MDV8MDJ8fGM1MzU1YjRhNDFlMTRlMzgxZmIwMDhkZDkyNjBhNzJkfDU2Mzk0YjJjNzMxNzRkZTA4MDgyNGIzYWEyYTkzOGVifDB8MHw2Mzg4Mjc2NjU5NzU3NDY0ODB8VW5rbm93bnxWR1ZoYlhOVFpXTjFjbWwwZVZObGNuWnBZMlY4ZXlKV0lqb2lNQzR3TGpBd01EQWlMQ0pRSWpvaVYybHVNeklpTENKQlRpSTZJazkwYUdWeUlpd2lWMVFpT2pFeGZRPT18MXxMMk5vWVhSekx6RTVPak0xTmpKaFlUSmpOVEEwTlRSbFpqQTROak5pWkdJMll6RTFPVGRpTUdJeFFIUm9jbVZoWkM1Mk1pOXRaWE56WVdkbGN5OHhOelEzTVRZNU56azJOVEk0fDVhZGFkNWU3YTg1NDQ3YTUxZmIwMDhkZDkyNjBhNzJkfGQyYWU2NWE4MDVkMTRlOWY4ODk2MGExNzU4ZDAxODFl&sdata=VCtUR1U5bDdLWUFVZHpYZ05SZU9EZ2FRcTRXd2RPeGMwdSt0b2NyM0x0dz0%3D&ovuser=56394b2c-7317-4de0-8082-4b3aa2a938eb%2CRyan%40oflaherty-law.com&OR=Teams-HL&CT=1747170022384&clickparams=eyJBcHBOYW1lIjoiVGVhbXMtRGVza3RvcCIsIkFwcFZlcnNpb24iOiI0OS8yNTA0MTcxOTMwOSIsIkhhc0ZlZGVyYXRlZFVzZXIiOmZhbHNlfQ%3D%3D#sharing-outlook-calendars
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