Spreadsheet: 01f767de-b0d9-4260-a564-0ab62be6a900
Sheet: SOM Support Staff

 | Onboarding matrix for SOM SPA
 | EMPLOYEE NAME:
 | Employee Entry on Duty Date (EOD): (please change to correct start date) |  |  |  |  | 2010-01-01 00:00:00
 | UNC SCHOOL OF MEDICINE - ORIENTATION |  | Location/Contact | Responsible party | Days | Due By
 | Security
 |  | Confidentiality Statement  (submit at orientation) | click here for Confidentiality Statement | [NAME] | 0
 |  | PID: Personal identification number | [NAME], 843-6218 |  | 0
 |  | ONYEN (UNC ID used for timecard system) |  |  | 0
 |  | SOM Photo ID badge | click here for ID form | [NAME] | 3
 |  | Take completed/signed ID form to ID Badge office | 41 Macnider Hall M-F, 8a-12p; 1p-4:30p | Self | 3
 | Transportation & Parking
 |  | Parking permit and prices; transportation/campus maps | click here for more info | Self | 5
 |  | Park and Ride, campus maps | click here for more info | Self | 5
 | Payroll (submit at orientation)
 |  | Tax forms (I-9, W-4 and NC-4) | Administrative Office Bldg 104 Airport Drive, Rm 3101 |  | 0
 |  | Direct deposit |  |  | 0
 | SOM Benefits (submit at orientation)
 |  | Health Insurance | Administrative Office Bldg, 104 Airport Drive, Rm 3101 |  | 0
 |  | Supplemental Retirement, [NAME], etc | click here for Benefits forms |  | 0
 | UNC SCHOOL OF MEDICINE - COMPLETE AFTER [NAME] |  | Location/Contact | Responsible party | Days | Due By
 | ANNUAL HIPAA Compliance (requires PID or State abbreviation plus last 7 digits of driver's license, [NAME]) - After initial session, must complete annually
 |  | General Privacy | Click here for HIPAA tests | Self | 5
 |  | General Information Security |  | Self | 5
 |  | Patients' Rights |  | Self | 5
 |  | Patients' Rights to Accounting of Disclosures |  | Self | 5
 |  | Patients' Rights to Object of Disclosures |  | Self | 5
 |  | Guidelines for Contacting Patients |  | Self | 5
 |  | Research Disclosures for Data Custodians (mandatory only for researchers and research assistants) |  | Self | 5
 | ANNUAL Environmental Health and Safety Compliance (requires PID or ONYEN) - After initial session, must complete annually
 |  | Healthcare Workers / Joint Commission | Click here for EHS tests | Self | 5
 |  | Tuberculosis & Infection Control |  | Self | 5
 |  | Respiratory Protection for Tuberculosis (mandatory only for residents and researchers working with TB) |  | Self | 5
 | ANNUAL Occupational Health Services (call to schedule appointment) - After initial session, must complete annually
 |  | TB Skin test | 145 N Medical Dr, 2nd fl (old Health Affairs Bookstore) 966-9119 | Self | 5
 |  | Immunization review |  | Self | 5
 | Optional
 |  | UNC OneCard (need PID/EID) | click here for more info | Self
 |  | FreedomPay - discount debit card for meals | click here for more info | Self
 | INFORMATION SYSTEMS ACCESS |  | Location/Contact | Responsible party | Days | Due By
 | SARF: Systems Access Request Form; Info Security Administration       (LMS, GE, WebCIS, Citrix, Report2Web, [NAME], etc) |  | Meadowmont 966-4444 | [NAME] |  | 2010-01-06 00:00:00
 |  |  | click here for SARF
 | LMS: Learning Management System |  | click here for LMS | [NAME] | 0
 | School of Medicine network credentials / Outlook email account |  | OIS Client Services 65 MacNider M-F  9am-4pm | [NAME] | 0 | 2010-01-06 00:00:00
 | INFORMATION SYSTEMS TRAINING |  | Location/Contact | Responsible party | Days | Due By
 | GE - Patient Scheduling, Registration & Billing system (requires SARF) Employee must take classes in this order
 |  | ISDREB0104 - Introduction and Access to REG EWS BAR | online, LMS | [NAME]
 |  | ISDINBASX1 - Insurance Basics | online, LMS | [NAME] | 3
 |  | ISDREB0109 - Patient Registration, Scheduling & Check-In | classroom, 3 days | [NAME] | 5
 |  | ISDREB0119 - Physician Charge Entry & Cash Collection | classroom | [NAME] | 8
 |  | ISDREB0127 - Medicare Medical Necessity (MMN) for ABN | classroom, 4 hours | [NAME] | 10
 | WebCIS - Web-based Clinical Information System (requires SARF)
 |  | [NAME] | online, LMS | [NAME] | 10
 |  | ISDWCIS250 - WebCIS [NAME] (same content as class above) | classroom | [NAME] | 10
 | GENERAL INTERNAL MEDICINE - ORIENTATION ACTIVITIES |  | Location/Contact | Responsible party | Days | Due By
 | Work area orientation
 |  | Map of clinic |  | [NAME] | 5
 |  | Safety: Exits and fire protection procedures |  | [NAME] | 5
 |  | Bathrooms, food, lounge |  | [NAME] | 5
 |  | Assigned work area, mailing address with CB# |  | [NAME] | 5
 |  | Phones, fax machines, and photocopiers |  | [NAME] | 5
 |  | Clinic tour |  | [NAME] | 5
 |  | Campus tour | click here for Campus Tour |  | 5
 |  | Scavenger Hunt | click here for Scavenger Hunt |  | 5
 | Performance expectations
 |  | Probationary status |  | [NAME] | 5
 |  | Job description and duties |  | [NAME] | 5
 |  | Annual performance reviews
 |  | UNC Code of Conduct |  | [NAME] | 5
 |  | Policy & Procedure Manual | click here for P&P Manual | [NAME] | 5
 |  | Confidentiality and security
 |  | Dress code
 |  | Smoke-free workplace
 |  | Appropriate email and internet use
 | Time and attendance
 |  | Work schedule |  | [NAME]
 |  | Install [NAME] on your computer | UNC Shareware - Click here |  | 2
 |  | Clock-in/clock-out using TIM |  |  | 2
 |  | My Timecard Access (the version you select from the 'Select OS' drop down menu will depend on the operating system of your computer.  Users of Windows XP and Vista should select UNCTIM 5.1, and Windows 7 users should select UNCTIMWin7.) | click here for [NAME] |  | 10
 |  | Leave |  | [NAME]
 |  | Requesting time away |  |  | 5
 |  | Reporting absences due to illness |  |  | 5
 | Training
 |  | Protocol training |  | [NAME]
 |  | Phone/fax protocol training |  | [NAME]
 |  | Yellow belt training  (Lean Six Sigma) |  | Brooke McGuirt
 | Communication
 |  | Distribution list updates |  | [NAME]
 |  | Personnel list updates |  | [NAME]
 |  | Who's who in clinic |  | [NAME]
 |  | Pager number assignment | Telecommunications | [NAME]
 | Department of Medicine Clinic Support Website
 |  | CSW Access: Visit site to obtain credentials | click here for info | [NAME]
 |  | SOM Photo | [NAME] to come | [NAME]
 | Supply ordering
 |  | Staples - office supply ordering |  | [NAME]