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The week between Sep 5 and Sep 12th, assessors will complete the following activities to prepare for the face to face summit.

Sep 5th -In office Non Assessment Staff

• Virtual meeting in AM 4 hours: UT Health Orientation - HR Staff (8 - 12pm)

  • Lunch: 12 - 1 pm

Jamia direct New Hires at UTC

• CLI Welcome & Introductions: 30 min LaShonda (1:00pm - 1:30pm) Bluebonnet Room

• CAE orientation: Brian and LaShonda 30 min (1:30 - 2pm)

• Account set up: UTHealth email account & Google account Mariusz 1 hour (2- 3:00pm)

  • Ensure that UTHealth Houston account works successfully Sep 5th 9

  • login to Outlook email https://outlook.office.com/mail/

    • Set up email signature using CLI branding standards

    • login to Microsoft Teams https://teams.microsoft.com/

      • Set up voice mail

• Kadence training: Tiffany Hill (3:00pm - 3:30pm)

  • Break: 10 min

• Equipment Survey Diamond 20 min (3:40pm - 4:00pm)

• Jira https://cliengage.atlassian.net/jira/servicedesk/projects/CAEAS

  • Survey about whether they can pick up equipment at summit or Mariusz needs to ship

• CLI Engage Accounts Wendy 30 min (4pm - 4:30pm)

  • Engage http://www.cliengage.org

  • Problems logging into systems?

    • caes@cliengage.atlassian.net

      • Raise a ticket at CAE support portal

• On-site staff (4:30pm - 5:00pm)

  • badge access to Amy

  • parking (1st floor)

• Compliance Training (Remote Staff)

Sep 6th - In office Non Assessment Staff

• Virtual session AM: Managers Morning Check in 1 1/2 hours / Agenda -Brian (8 - 8:30am)

• Jira self-paced training (8:30am - 9:30am)

• CLI orientation 30 min Affy (9:30am - 10am)

• UTHealth Travel Policies and Procedures LaShonda (10:00-10:15)

  • UT Corporate Card https://inside.uth.edu/travel/services/travel-card.htm

    • https://inside.uth.edu/travel/services/Travel-Card-User-Agreement.pdf (Email to LaShonda Brown for signature)

• Travel reimbursement processes and procedures Amy 1 hour (10:15am- 12pm12:00pm)

• Amy 1 hour

  • Coupa https://uth-tmc.coupahost.com/

  • Set up accounts in the following systems to support travel

    • concur set up for booking hotel rooms

    • if needed, submit travel advance to CLI purchasing team

      • Request for Travel Authorization https://inside.uth.edu/finance/procurement/procurement-expenses/documents/RTA.pdf

      • Request for Travel Advance https://inside.uth.edu/dotAsset/5935f28e-69af-4162-be3d-5e25469a80d0.pdf

Lunch 12 - 1pm

• Create travel arrangements for summit & travel advance submission to CLI purchasing team jiaping.zhang@uth.tmc.eduAmy / Jiaping (1 - 12:30pm00pm)

• Complete compliance training https://go.uth.edu/learn (1:30 - 4:30pm)

• Check in / Wrap up 30 min LaShonda (4:30 - 5pm)

Sep 7th-In office Non Assessment Staff

• Virtual session AM: Managers Morning Check in/ Agenda LaShonda (8:00am-8:30am)

• Performance Evaluations - LaShonda (8:30am-9:00am)

• Timesheets and Leave Request

  • Login to PeopleSoft for time accounting and leave requests https://selfservice.uth.tmc.edu/

  HR staff (8:30am-9:00am)

• Time Sheet Trainings (9:00am-9:30am)

  • Manager Time Sheet Management- LaShonda (9:30am-10:00am)Performance Evaluations - LaShonda (10:00am-10:30am)

  • Time Sheet Trainings

    • Non-Exempt Status (Assessor I, II, III)https://uthealthhouston.sumtotal.host/rcore/c/pillarRedirect?isDeepLink=1&relyingParty=LM&url=https%3A%2F%2Futhealthhouston.sumtotal.host%2Flearning%2Fcore%2Factivitydetails%2FViewActivityDetails%3FUserMode%3D0%26ActivityId%3D2841%26ClassUnderStruct%3DFalse%26CallerUrl%3D%2Flearning%2Flearner%2FHome%2FGoToPortal%3Fkey%3D0%26SearchCallerURL%3Dhttps%253A%252F%252Futhealthhouston.sumtotal.host%252Fcore%252FsearchRedirect%253FViewType%253DList%2526SearchText%253Dpeoplesoft%25252520hcm%25252520time%25252520and%25252520labor%25252520semi-monthly%25252520pay%25252520non-exempt%25252520employee%2526startRow%253D0%26SearchCallerID%3D2

    • Exempt https://uthealthhouston.sumtotal.host/rcore/c/pillarRedirect?isDeepLink=1&relyingParty=LM&url=https%3A%2F%2Futhealthhouston.sumtotal.host%2Flearning%2Fcore%2Factivitydetails%2FViewActivityDetails%3FUserMode%3D0%26ActivityId%3D2839%26ClassUnderStruct%3DFalse%26CallerUrl%3D%2Flearning%2Flearner%2FHome%2FGoToPortal%3Fkey%3D0%26SearchCallerURL%3Dhttps%253A%252F%252Futhealthhouston.sumtotal.host%252Fcore%252FsearchRedirect%253FViewType%253DList%2526SearchText%253Dpeoplesoft%25252520hcm%25252520time%25252520and%25252520labor%25252520for%25252520semi-monthly%25252520pay%25252520exempt%25252520employees%2526startRow%253D0%26SearchCallerID%3D2

  • Complete compliance training https://go.uth.edu/learn (109:30am-12:00pm)

Lunch: 12 - 1 pm

• Virtual session PM: Managers Check in (1:00pm-1:15pm)

• Explore Engage (1:15pm-2:15pm)

  • Explore the PD Section

• Complete compliance training https://go.uth.edu/learn (2:15pm-4:30pm)

• Check in/ Wrap up: LaShonda (4:30pm-5:00pm)

Sep 8th

• Virtual session AM 1 hour Morning Check in/ Agenda (8:00am-8:30pm)

• Complete compliance training https://go.uth.edu/learn (8:30-10:30am)

• Continue to Explore Engage and Complete TRS Orientation Course(10:30am-:12:00pm)

...

• Virtual session PM

• Overview of CLI Engage, ATCP and TRS Resources - Jasmine (1:00pm-2:00pm)

• TECPDS http://www.tecpds.org (2:00pm-3:00pm) Traci’s Team

• Questions Q & A about CAE Summit & Travel and Wrap up: 30 min (3:00pm-4:30pm) LaShonda

• Telework Agreement overview and remote office set-up (4:30pm-5:00pm) LaShonda