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
Text lesson
IT – Clio Setup: Accept Manage & Grow Invites
After inviting users from Manage & Grow, login to their Outlook email to accept invites.
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