Spreadsheet: 120faa0e-d7e8-418f-9b11-a8d9f01627d1
Sheet: Care Assistant

 | Onboarding matrix for SOM Care Assistant (temp)
 | EMPLOYEE NAME:
 | Employee Entry on Duty Date (EOD): (please change to correct start date) |  |  |  |  | 2010-01-01 00:00:00
 | UNC SCHOOL OF MEDICINE - PRIOR TO HIRE |  | Location/Contact | Responsible party | Days | Due By
 | Criminal Background Check |  | [NAME], 843-6218
 | UNC SCHOOL OF MEDICINE |  | Location/Contact | Responsible party | Days | Due By
 | Security
 |  | Confidentiality Statement | [NAME] will provide form to sign at initial meeting | [NAME] | 0
 |  | PID: Personal identification number | [NAME], 843-6218 121 MacNider |  | 0
 |  | ONYEN: UNC ID used for timecard system | Click here for onyen |  | 0
 |  | UNC Health Care 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) | [NAME], 843-6218 121 MacNider |  | 0
 |  | Direct deposit |  |  | 0
 | UNC SCHOOL OF MEDICINE |  | 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  (Please note: New CA's now prompted to complete similar courses in LMS) | 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
 | 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
 |  | [NAME] |  | Self | 5
 | ANNUAL Occupational Health Services (call to schedule appointment) - After initial session, must complete annually
 |  | EHS request for services | Click here for form | Self | 5
 |  | 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      (WebCIS, Citrix, [NAME], etc) |  | Meadowmont 966-4444 | [NAME] | 0
 |  |  | Click here for SARF
 | School of Medicine network credentials / Outlook email account |  | OIS Client Services 65 MacNider M-F  9am-4pm | [NAME] | 1
 | Enhanced Care access
 |  | Request access to RMALONE folder | [NAME] | [NAME] | 3
 |  | med-fp drive (mapped to S: drive) |  | [NAME] | 5
 |  | IMC-Enhanced Care listserv |  | [NAME] | 5
 |  | Enhanced Care Staff Calendars |  | [NAME] | 5
 | INFORMATION SYSTEMS TRAINING |  | Location/Contact | Responsible party | Days | Due By
 | WebCIS - Web-based Clinical Information System |  | Meadowmont, 966-7901 | Self
 |  | ISDWCIS250  - WebCIS Basics Introduction | click here for LMS to sign up for class; typically held in classroom at Meadowmont |  | 10
 | GE - Patient Scheduling, Registration & Billing system (requires SARF) Employee must take classes in this order |  |  | Need for GE training is determined by supervisor
 |  | ISDREB0104 - Introduction & Access to REG EWS BAR (pre-req) | online, LMS | Self | 1
 |  | ORCACE0106 - ACE: PAYER FUNDAMENTALS (pre-req) | online, LMS | Self | 1
 |  | OCSREGIL01 - Patient Registration (1st of 3) | classroom, 3 days |  | 3
 | GENERAL INTERNAL MEDICINE - ORIENTATION ACTIVITIES |  | Location/Contact | Responsible party | Days | Due By
 | Work area orientation
 |  | Map of clinic |  | Assigned co-worker | 3
 |  | Safety: Exits and fire protection procedures |  |  | 3
 |  | Bathrooms, food, lounge |  |  | 3
 |  | Assigned work area, mailing address with CB# |  |  | 3
 |  | Phones, fax machines, and photocopiers |  |  | 3
 |  | Clinic tour |  |  | 3
 |  | Campus tour | click here for Campus Tour |  | 3
 | Performance expectations
 |  | Job description and duties |  | [NAME] | 5
 |  | Annual performance reviews
 |  | UNC Code of Conduct
 |  | Policy & Procedure Manual | click here for P&P Manual
 |  | Confidentiality and security
 |  | Dress code
 |  | Smoke-free workplace
 |  | Appropriate email and internet use
 | Time and attendance |  |  | [NAME]
 |  | Work schedule |  | [NAME] | 3
 |  | TIM - Time Information Management |  | [NAME] | 2
 |  | 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
 |  | Requesting time away |  | [NAME] | 5
 |  | Reporting absences due to illness |  | [NAME] | 5
 | Training
 |  | Protocol training |  | [NAME]
 |  | Phone/fax protocol training |  | [NAME]
 |  | Yellow belt training  (Lean Six Sigma) |  | Brooke McGuirt
 | Communication
 |  | Distribution list updates |  | [NAME]
 | Department of Medicine Clinic Support Website
 |  | CSW Access: Visit site to obtain credentials | click here for info | [NAME]
 | SOM Photo |  |  | [NAME]
 | Supply ordering
 |  | Business cards |  | [NAME]
 |  | Staples - supply ordering |  | [NAME]