assimilation guidelines for new associate managers and administrators
TRANSCRIPT
Page 1 of 4 February 3, 2009
Assimilation Guidelines for New Associates, Managers and Administrators (If necessary, please adjust guidelines to meet Business Location needs)
The Compass program provides for every new Cerner associate a strong foundation that will
assist in the launch of their Cerner career. During Compass, each new associate will receive the
necessary information and training to become productive, contributing members of their teams.
However, a successful assimilation is accomplished in parts. Firstly, through a successful completion
of Compass, secondly through support of Managers and Administrators.
The Compass program has the responsibility to provide an understanding of our History &
Culture; it also introduces the associate to the various tools and resources available - such as
myCerner. The Compass program also presents an overview of Cerner's core business and
marketplace, while developing basic professional awareness and skills to help the associate
understand our unique corporate culture. In addition, the Compass program assists new associates in
establishing personal networks across the organization - all of this is accomplished while
demonstrating the elements of a ‘Good Show’.
However, the Manager and Administrator have a responsibility to ensure that each new associates’ experience continues seamlessly after Compass and to build upon what has already been provided. The following Assimilation guide will assist Managers and Administrators with this task. Collectively, our responsibility is to build a common culture that supports our mission and vision.
Status Tasks
Associate Tasks During Compass Complete all New Hire Paperwork as reviewed in Compass
Review Code Of Conduct and other HR Policies
Complete both Federal & State W4 Tax Withholdings – US Associates Only – See Cerner Basics on the Compass SharePoint
Complete Direct Deposit for Payroll & Expense Reimbursement – US Associate Only - See Cerner Basics on the Compass SharePoint
Complete all Benefit and Insurance Application/Enrollment and/or Designation of Beneficiary Forms for your Country of Employment – See myCerner for more information on your Country’s benefits
Complete all the assigned ‘Cerner Basics’ Tasks, available via the Compass SharePoint
Review Time & Expense Reporting & Travel Information. Begin completing a Time, & if necessary, an Expense report for the week of Compass.
Enroll in the Corporate Required WBT training courses as outlined during Compass. Courses are listed on the Compass SharePoint (RAQA Handout) and accessed through CLM.
Associate Tasks Following Compass - Complete Within Week 2 after Compass or immediately after Role Training
Meet with manager to review the following:
Appropriate work attire
Work and lunch hour expectations and availability during core business hours
Vacation/Holiday time policies and procedures
Procedures for notifying of absence due to illness
Role profile – See myCerner
Feedback and Performance review process (ie. Do you want to set quarterly coaching sessions? How and when can you expect to receive feedback on performance?)
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Professional Development Planning (PDP)
Role-specific learning plan (ie. Recommended reading, WBTs, classes)
Team goals and how they tie into the larger Cerner corporate initiatives for the year
Initial project/task responsibilities for you; target early Goals for entry into Goal Manager
Travel & Expense policies and Travel expectations for your role
Meet with administrator to review the following: - See below under Administrator Tasks**
Where to get office supplies
Guidelines for work space/cube personalization
Establish desktop link to Associate Services Support SharePoint Site
Team network shares and printer mappings
Team project codes, if manager did not advise
Assigned DL routings
Confirm with Administrator that work area/cube is setup appropriately, i.e.
Phone in place and activated (myCerner>Support>Log SR)
Active ports (myCerner>Support>Log SR)
Office Supplies/Overhead bin or storage unit keys
Name plate
Your Responsibility to Review & Complete
Meet designated support person
Work on role specific WBTs as time allows
Where appropriate, complete Millennium Solution WBTs within first 30 days of start date
Complete Corporate Required WBT Training within first 30 days of start date (as presented in Compass - (See RAQA Handout on Compass SharePoint)
Review procedure for logging an SR (Service Record) for IT issues with GRID Associate Support Services - (See Cerner Basics Information on Compass SharePoint)
Where appropriate, ensure completion of Benefits enrollment within first 30 days
Manager Tasks During New Associates Compass Week
Identify associate work location and work with administrator to make sure work space/cube is set up.
Schedule appointment to meet with your new associate the Monday morning following Compass, or immediately after Role based training. This is most effectively done during Compass, via email invitation. You may want to consider discussing role expectations and any additional training requirements. (Associates receive their laptops on Tuesday morning of the Compass week.) NOTE: Please do not assign work tasks for your associate to complete during Compass. They will not be given time to complete them. The Compass week is designed to allow the associates to experience Cerner, understand our core business, and learn what tools and resources are available for them to be successful at Cerner.
Where appropriate, schedule a lunch team meeting with the new associate on their first day following the Compass week - or as soon as possible after role based training. If you or the team is not available, identify at least one appropriate team member to have lunch with the new associate. The purpose of the lunch meeting is to make the associate feel welcomed and begin reviewing, if appropriate, the tasks below.*
Add new associate to pertinent recurring meetings.
Identify a team member to support the new associate (act as a role mentor) and to be available to answer questions. This is especially important if you are unavailable.
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Manager Tasks Following Compass – Complete Within Week 2 after Compass or immediately after Role Training*
Introduce new associate to team members.
It is recommended that manager and/or appropriately designated team member (preferably assigned role mentor) has lunch with new associate. This will be an ideal situation to have your first 1:1. (Please note lunch is at manager’s own expense unless Organization Executive approves.)
In 1:1 meeting, review the following:
Appropriate work attire
Work hour expectations and availability during core business hours
Vacation/Holiday time policies and procedures
Procedures for notifying of absence due to illness
Review role profile
Feedback process and when the first annual review will happen (i.e. Do you want to set quarterly coaching sessions? How and when can the associate expect to receive feedback on his/her performance?)
Introduce Professional Development Planning (PDP)
Role-specific learning plan (i.e. Recommended reading, WBTs, classes)
Where appropriate, encourage completion of Millennium Solution WBTs within first 30 days of employment (strongly recommended)
Team goals and how they tie into the larger Cerner corporate initiatives for the year
Initial project/task responsibilities for the associate
Ensure Associate completes Corporate Required WBT Training within first 30 days of employment (as reviewed during Compass – see RAQA Handout on Compass SharePoint)
Travel & Expense policies and Travel expectations for the associate’s role
Administrator Tasks During Compass Week
Schedule one hour with associate(s) to tour floor and review Quick Tips, following Compass.
Ensure associate’s work space/cube is ready
Ensure phone is set up and working
Is network connection operational?
Overhead bin/storage keys are available
Have basic office supplies been provided
Name plate has been ordered, if not already in place
Add new associate to pertinent Outlook Distribution List (DL) routings
Administrator Tasks Following Compass – Complete Within Week 2 after Compass or immediately after Role Training
Tour work area with associate (restrooms, copier, kitchen) Administrators - Please note the above associate tasks should be reviewed with you**
In 1:1 meeting with new associate, review the following:
Where to get office supplies
Guidelines for work space/cube personalization
Review the Associate Services Support SharePoint site as a resource
Instruct associate on team network shares and printer mappings
Review team project codes
Explain to associate the DL routings he/she is on
Attending and setting up meetings on MeetingPlace
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Recommended Reading (Available at Cerner Virtual Library – myCerner>Company>KnowledgeWorks):
Healthcare Orientation Books: CEO’s Guide to Healthcare Information Systems Change Drivers Information Systems for Managed Care Hospitals: What They Are and How They Work CEO’s Recommended Reading List: The Tipping Point Crossing the Chasm Who Moved My Cheese? Chief People Officer’s Recommended Reading List: Built to Last Vice Chairman’s recommended Reading List Internal Bleeding, Robert Wachter MD, and Kaveh Shajania MD