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Procore

New Employee Training Checklist

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IT

  1. Email address (setup day offer letter is signed, typically 2 weeks prior to start)
  2. Laptop (1 day prior to start, 3 days preferred to confirm fully functional)
    1. Install applications and pin applications to Taskbar
      1. Chrome – Make it the default browser and load bookmarks onto Chrome
        1. Smartsheet
        2. Procore
        3. KAST App
        4. Desk Phone
        5. Autodesk viewer (https://viewer.autodesk.com/ )
        6. Success Factors
        7. Oasis
      2. Egnyte
        1. Re-Map to Y Drive
      3. Google Earth
        1. Change Starting Location (View, make this my start location while centered on South Florida)
      4. OST
      5. Bluebeam
      6. Office 365
        1. Pin Outlook to the taskbar
      7. MS Teams - Change email notifications from hourly to daily (face/initials, then manage account, then notifications)
      8. Navisworks Freedom https://efulfillment.autodesk.com/NetSWDLD/2022/NAVFREE/087B95DF-F444-3F18-B633-4A7A0A0488A4/SFX/Autodesk_Navisworks_Freedom_2022_Win_64bit_dlm.sfx.exe
    2. Set Quick Access Folders
      1. Personal Folder on Egnyte - User-Specific
      2. Precon
      3. Precon-Projects
      4. Precon-Forms
      5. Precon-Training
      6. TURN OFF recent files and folders features
    3. Email Signature
    4. OST – Save the database template file and schedule auto back-up. Set auto compress and backup settings to after each use and 99 backups
  3. Add to copier scan email list (3 days prior to start)
  4. Phone programmed to employee name and password sent via email (3 days prior to start)
  5. Email/calendar/contacts on the smartphone (day of hire). Show how to find phone numbers in the global address book.
  6. WiFi – Connect to KAST & KAST Network
  7. Pop-up Notifications – Turn Off

HR

  1. Add employee to phone list on H drive (3 days prior to start)
  2. Add employee to KAST App (day of hire)
  3. Headshot for software systems (Outlook, Success Factor, KAST App, etc)

Tech Services

  1. Egnyte - Create an account and change email frequency preferences to never (3 days prior to start)
  2. Procore – Create an account (3 days prior to start)

Precon Dept

  1. Precon Phone List – Add to list and distribute the updated list to the entire department
  2. iSqFt – Create a user account
  3. Smartsheet - Create a user account and share precon logs
  4. MS Teams – Add to precon “Team” and WPB-MIA “Team”