Spreadsheet: 02d12c86-51ae-4c78-839d-dd8f4b859b9e
Sheet: Research Assistant

 | Onboarding matrix for SOM Research 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 | click here for Confidentiality Statement | [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
 |  | Tax forms (I-9, W-4 and NC-4) | [NAME], 843-6218 |  | 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 | 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      (WebCIS, Citrix, [NAME], etc) |  | Meadowmont 966-4444 | [NAME] (Enhanced Care RAs) | 0
 |  |  | click here for SARF | Physician
 | 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] | 1
 | Enhanced Care access (if needed)
 |  | 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
 |  | Create [NAME] account | Use or create hotmail acct | [NAME] | 3
 | INFORMATION SYSTEMS TRAINING |  | Location/Contact | Responsible party | Days | Due By
 | WebCIS - Web-based Clinical Information System |  | Meadowmont, 966-7901 | [NAME]
 |  | [NAME] | click here for LMS |  | 10
 |  | ISDWCIS250 - WebCIS [NAME] (same content as class above) | classroom |  | 10
 |  | WebCIS 2.14 training  (requires SARF abd WebCIS logon) | classroom |  | 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 and Access to REG EWS BAR | online, LMS | Derek Cain | 3
 |  | ISDINBASX1 - Insurance Basics | online, LMS |  | 3
 |  | ISDREB0109 - Patient Registration, Scheduling & Check-In | classroom, 3 days |  | 5
 |  | ISDREB0119 - Physician Charge Entry & Cash Collection | classroom |  | 8
 |  | ISDREB0127 - Medicare Medical Necessity (MMN) for ABN | classroom, 4 hours |  | 10
 | Annual Hospital Compliance Courses (within 30 days; then annual)
 |  | Safety, Incident, Hazardous Communication | click here for LMS | Self | 30
 |  | Emergency and Disaster Annual Course |  | Self | 30
 |  | Fire Safety Annual Course |  | Self | 30
 |  | Infection Control for Health Care Workers |  | Self | 30
 |  | Annual Code of Conduct |  | Self | 30
 |  | Confidentiality, Info Security, Privacy |  | Self | 30
 | UNCH Disruptive Behavior Code of Conduct (w/in 30 days; then annual) |  |  | Self | 30
 | [NAME] (within 30 days; then annual) |  |  | Self | 30
 | GENERAL INTERNAL MEDICINE |  | Location/Contact | Responsible party | Days | Due By
 | Work area orientation
 |  | Map of work area |  | 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
 |  | Scavenger hunt | click here for Scavenger Hunt |  | 3
 | Performance expectations
 |  | Job description and duties |  | Supervisor | 5
 |  | Annual performance reviews
 |  | UNC Code of Conduct |  |  | 5
 |  | 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 |  |  | Supervisor
 |  | Work schedule |  | Supervisor | 3
 |  | TIM - Time Information Management |  | [NAME] | 2
 |  | Clock-in/clock-out using [NAME] |  | [NAME] | 2
 |  | My Timecard Access | click here for info |  | 10
 |  | Leave
 |  | Requesting time away |  | Supervisor | 5
 |  | Reporting absences due to illness |  | Supervisor | 5
 | Training
 |  | Protocol training |  | Supervisor
 |  | Phone/fax protocol training |  | Supervisor
 |  | Yellow belt training  (Lean Six Sigma) |  | Brooke McGuirt
 | Communication
 |  | Distribution list updates |  | [NAME]
 |  | Personnel list updates |  | [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
 |  | [NAME] - supply ordering (medical) |  | [NAME]
 |  | Staples - supply ordering (clinic staff) |  | [NAME]
 |  | Staples - supply ordering (Old Clinic Bldg staff) |  | [NAME]