Onboarding Portal

Pre-Born! Onboarding Portal

Welcome! We are so glad you have joined the Pre-Born! team.

Agenda

9:00 – 9:15          Prayer

9:15 – 9:30          Tour and Team Introductions

9:30 – 10:00         HR Paperwork

10:00 – 12:00       Onboarding Portal Walk Through

12:00 – 12:30       Lunch Break

12:30 – 1:00         Onboarding Portal Walk Through

1:00 – 2:00           Check in with Team Lead

2:00 – 4:00           Shadowing

4:00 – 5:00           Wrap Up 

 

HR Paperwork

Before you begin, please fill out the paperwork on your desk. After you have read the handbook, please let the team member helping you with your onboarding know. You will review the handbook together before signing. 

 

Onboarding

Please watch the videos and read the material below to learn more about this organization and lay the foundation for your time here. 

Microsoft Office 365 – Communication & File Storage

Access: office.com or desktop apps

We use Microsoft Office 365 as our main platform for communications and file storage. We use Outlook as our email client, and Teams for internal chatting. You can access your account at office.com, and log in with the credentials provided to you.

The beauty of Microsoft Office is that you can use the software online, or download the desktop apps and use them that way. Once you’ve logged in at office.com, you can download the desktop apps by clicking “Install Office” in the top right corner, and selecting “Premium Office Apps”. 

Teams

Please complete a walkthrough of Teams here

Outlook

If you are not familiar with Microsoft Outlook, read more on it here. The most helpful information starts in the “Mail” section. 

SharePoint / OneDrive

We utilize SharePoint and OneDrive to store our files. Having them in the cloud, we are able to access them on-demand and off-premises. SharePoint is a collaborative storage solution that lets individuals across the organization access the same files and work on them at the same time. OneDrive is personal storage – only you have access to the files within your OneDrive unless you share a file or folder. 

Please watch the first three videos on OneDrive here.

SharePoint is navigated largely the same way as OneDrive. One item of note, however, is the intranet. When you click into SharePoint online, and then select the Pre-Born! SharePoint library, you will land on the Pre-Born! SharePoint homepage. 

Scrolling through this homepage, you can find up-to-date client services statistics, quick links, and an organizational directory. 

 

Clockify

Access: Clockify.me

Clockify is our time-tracking software. By having everyone keep track of the hours they spend on various tasks, we are more easily able to determine workload and manage resources. Please watch the following video to get a clearer idea of how to use this software. 

Clockify is to be updated at least at the end of every day. Many people find it helpful to use the stopwatch function throughout the day. 

Please be sure to include details in the description box and select the most appropriate project for your work. 

 

Asana

Access: app.asana.com

Asana is our task and project management tool. We lean heavily on it to ensure everything runs smoothly and efficiently. Please watch the following videos to get a better understanding of how to use Asana. 

 

Virtuous – Customer Relations Manager

Access: virtuous.org

Virtuous is the software we utilize to keep track of donor gifts, communication, and demographics. The video below will give you an overview that can be fleshed out by your team / department lead if you will be using this software extensively.

At this point, if it’s lunch time, please feel free to take your lunch break. If it’s not, spend some time logging in and getting familiar with the different software. If you have any questions at this time, your onboarding team member can assist you.