Risha Lee Onboarding Ticket A Comprehensive Guide For Financial Management Team

by Chloe Fitzgerald 80 views

Welcome to the Financial Management Team! We are so excited to have you join us! This ticket serves as your comprehensive guide to navigate the onboarding process, ensuring you're fully equipped for success. Let's dive in and get you settled! The financial management team plays a crucial role in the Department of Veterans Affairs (VA), and your smooth onboarding is our priority.

Onboarding

This onboarding process is designed to make your transition as seamless as possible. We've broken it down into manageable tasks to ensure you're comfortable and confident in your new role. This onboarding ticket comprehensive guide will walk you through each step, so let's get started!

New Hire Tasks

New hire tasks are designed to ensure you're fully integrated into the team and have all the necessary resources at your fingertips. These initial steps are crucial for setting the stage for a successful journey with the Financial Management Team. It is important to prioritize these tasks. The following sections provide a detailed breakdown of each task, including where to find resources and who to contact for assistance. We encourage you to approach these tasks proactively, and don't hesitate to ask questions. Your success is our success.

  • [x] Obtain fingerprints at VA approved location (as advised by Prime contractor onboarding liaison)
  • [ ] Complete all VA Contractor Onboarding paperwork (sent by Prime contractor onboarding liaison)
  • [ ] Review Onboarding checklist (this will be provided by your Delivery Manager)
  • [ ] Meet with Onboarding Buddy, set up daily check in cadence for first 2 weeks
  • [ ] Complete all General Educational tasks noted below

Complete all General Educational Tasks

General educational tasks are essential for understanding the VA's mission, values, and the tools and platforms we use daily. These tasks will provide you with a foundational understanding of our organization and how we operate. Make sure you carefully review these materials to familiarize yourself with our processes and resources. This part of your onboarding is crucial for ensuring you're well-prepared to contribute effectively. These educational tasks are not just about ticking boxes; they're about equipping you with the knowledge and context you need to thrive. By completing these tasks, you'll gain valuable insights into the VA's strategic goals, the role of the Financial Management Team, and the various resources available to support your work. Think of this as your orientation to the VA ecosystem – a chance to explore, learn, and connect with the broader mission.

Link to Platform's "Getting Started"

New Hire POST-SAC Adjudication Tasks

Post-SAC Adjudication Tasks are steps to complete after the Security and Access Control (SAC) adjudication process. Once your SAC adjudication is complete, these tasks will enable you to access the necessary systems and tools. It's a crucial stage in your onboarding, unlocking the resources you need to perform your role effectively. These tasks involve setting up your accounts, profiles, and access permissions within the VA's digital ecosystem. Think of it as getting your digital keys to the office – you'll need them to navigate and contribute fully.

  • [ ] Accept invite to VSA GitHub Repositories (You will receive this invite after the DM has submitted your "Request to Add User to the VA Organization")
  • [ ] Update DSVA Slack profile per guidance noted

Delivery Manager Tasks

Delivery Managers play a vital role in ensuring a smooth onboarding process for new team members. This section outlines the specific tasks that delivery managers need to complete, both before and after the SAC adjudication. We've broken down the responsibilities to make it clear and easy to follow. This is your go-to guide for supporting new hires and setting them up for success.

DM Tasks PRE-SAC Adjudication

Pre-SAC adjudication tasks are those that Delivery Managers must handle before the Security and Access Control (SAC) adjudication process is complete. These steps are crucial for initiating the onboarding process and ensuring new hires have what they need to get started. Think of this as the preparatory phase, where you lay the groundwork for a successful onboarding experience. This phase involves coordinating paperwork, initiating background checks, and communicating essential information to the new hire. By taking care of these tasks upfront, you set the stage for a seamless transition into the team.

  • [x] Request New Hire to Complete VA Fingerprinting
  • [x] Request New Hire to Complete VA Onboarding Paperwork

DM Tasks POST-SAC Adjudication

Post-SAC Adjudication tasks are those that Delivery Managers need to complete after the Security and Access Control (SAC) adjudication process has concluded. This is the final stretch of the onboarding journey, where you ensure the new hire has full access to the systems and tools they need. These tasks involve requesting access to various platforms, creating team member tickets, and confirming that all permissions are correctly set up. It's about ensuring the new team member can hit the ground running and contribute effectively from day one.

DM to Request Access to Must-Have Tools (Full list of Platform Tools noted here)

Access to must-have tools is crucial for ensuring new team members can perform their roles effectively. This section outlines the essential tools for both engineers and researchers/designers within the Financial Management Team. This ensures that everyone has the resources they need to succeed. We've provided links and guidance on how to request access to these tools, making the process straightforward and efficient.

Must-Have Tools For Engineers

Engineers require a specific set of tools to develop, maintain, and deploy software solutions. This section details the essential tools that engineers in the Financial Management Team need to be productive. From cloud access to terminal access, we've covered everything you need to get started. Each tool is critical for different aspects of the engineering workflow, so it's important to request access to all of them.

Must-Have Tools For Researchers/Designers

Researchers and Designers require a different set of tools to conduct research, create designs, and collaborate effectively. This section outlines the essential tools for researchers and designers within the Financial Management Team. From design software to data analysis platforms, we've listed everything you need to excel in your role. These tools are vital for understanding user needs, creating intuitive designs, and making data-driven decisions.

  • [ ] Request access to Mural
  • [ ] Request access to Figma
  • [ ] Request access to DOMO