School of Medicine Faculty On-boarding System Instruction Handout for Department Leads.

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School of Medicine Faculty On- boarding System Instruction Handout for Department Leads

Transcript of School of Medicine Faculty On-boarding System Instruction Handout for Department Leads.

Page 1: School of Medicine Faculty On-boarding System Instruction Handout for Department Leads.

School of Medicine Faculty On-boarding System Instruction

Handout for Department Leads

Page 2: School of Medicine Faculty On-boarding System Instruction Handout for Department Leads.

Click : Hot Spots

Click : The Explorer Icon on your desktop

Accessing On-Boarding System

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Click: Lawson Portal

UMMC Intranet

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Enter: Your Network

User Name and Password

Suggestion: Bookmark (add to favorites) this link for quick access.

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Click : Faculty On-Boarding

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Click : Master View 2

Lawson Portal

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Click:

“Faculty Entry” to add New

Faculty

Lead Master Department Dashboard

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New Faculty Information

Form

New Faculty Information Form

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After pertinent

information is entered, Click “Save”. New faculty will

now appear on the

New Faculty Information Form

“Faculty Appointment Request” dashboard

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Lead Appointment Request Dashboard

From

this

dashboardyou may:

•“Edit”•“Route”•View Faculty Info •Access blank info form

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Lead Appointment Request Dashboard

“Edit”

You can edit faculty

information until “Route”

is select.

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Lead Appointment Request Dashboard

After all information

has been entered

successfully Click: “Route”

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Once “Route “ has been selected, the new faculty’s information electronically transfers :

From: the “Faculty Appointment Requests “ dashboard

To: the “Master View” dashboard

The faculty information will no longer appear on the “Faculty Appointment Requests “ dashboard, after routing.Note

Electronically Transferred

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Click the name to access a “Read Only” view of the faculty information.

If errors are discovered at this point, a Faculty Affairs representative must make corrections.

Lead Master Department Dashboard

•The Master View dashboard has some of the same information capabilities as the Appointment Request dashboard but it includes columns for:

Note

Activities Overall Status

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Lead Master Department Dashboard

Click “View”

for Faculty’s Activities

Click:

Faculty’s Name for Faculty Info

(Read Only)

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Lead Master Department dashboard(Activities Menu)

ActivitiesView

(Abbreviated List)

Status Legend

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Lead Master Department dashboard(Activity Menu)

Activity Column

Activities are listed in order of priority

Some Activities have prerequisites Activities that must be completed before the system will allow you to select.

Begin Activity Column

Timeline Activity MUST be started to ensure completion

Started/ Completed Columns

The date you start and complete an activity

After selecting “Start” or “Completed”, the default date of the computer will appear.

Status Column

“Start” date triggers count down for color status changes.

ColumnExplanation

Undo Column

Resets status to “Start” and “Completed

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Contact Information

On-boarding Issues:

Kathy Pipitone, ext. 45004 [email protected]

Linda Barker, ext. 45005, [email protected]

HR Issues:Molly Brasfield, ext. 42130

[email protected]

Budget Issues:

Betty Lou Sutherland, ext. 41027 [email protected]