Template - Onboarding Tracker - ITS PPMO

Remote (or hybrid) work agreement

Fill out Work Location Form

Principles of Community

FERPA- Confidentiality of Student Records and Privacy Rights

General Compliance Briefing: UC Ethical Values and Conduct

UC Cyber Security Awareness Fundamentals

Privacy Training

Safety Orientation

Complete the one-day Lean Six Sigma Yellow Belt training (Registration found here- LSS Yellow Belt)

Preventing Harassment & Discrimination: Non-Supervisors

Anything else assigned via UC Learning

Register for future dated sessions - (information and links located in New Employee Orientation linked above; Registration required) - New Employee Orientation (attend within 30 days, but recommend 1+ week after start) and (recommended) Benefits Orientation

Office Outlook email, Office Outlook calendar

Set up the Calendar Integration for time tracking automation

Provision Erin with title and location view permissions (recommended to set that as the default for anyone, for easier scheduling)

Office OneDrive document management

Office Suite of productivity tools (Word, Excel, Powerpoint, etc.)

Zoom for video conferencing (UC San Diego Zoom - Video and Web Conferencing ) - Set up a Zoom Pro account and customize a friendly URL

Atlassian Jira for project management & time tracking, aka ITS-Pro (https://its-pro.ucsd.edu )

Atlassian Confluence for collaborative web spaces, aka Collab (https://ucsdcollab.atlassian.net/wiki/home)

ServiceNow for service desk support, aka SNOW (UCSD IT Service Portal - Information Technology )

MS Teams for group and direct chat; install MS Teams or use the browser to join these spaces using your '@http://ucsd.edu ' account

Google for collaboration and sharing, except email and calendaring - login to google using your AD account (UCSD email account)

LucidCharts for charts and diagramming - learn more about using LucidCharts

ProMapp Business Process Mapping Software

The Activity Hubs and using Cognos and Tableau for business intelligence, analytics, and reporting (Report Consumer role- Report Consumers)

We want to know what you look like. Make sure to upload your photo into all of the above productivity tools. If you need help, see the instructions here: Photo Uploads to Collaboration Sites

PPMO biweekly

PMCI monthly

ITS All hands

Teams groups

Email lists

SPM papers

ITS PPMO

Template - Onboarding Tracker

Checklists

Required Training

Access

Upload your profile photo

PPMO

Reference links

Project specific

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