New Hire Procedure
- HR will submit a ServiceTicket when a new employee is hired to request the creation the employee user accounts
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- ServiceTicket is assigned to the Help Desk group. Tech assigned will need to do the following:
- Forward a copy of the ServiceTicket to the new employee’s Manager and request Manager to provide the Active Directory (shared folders) or an existing employee to mirror for the new employee’s Active Directory (shared folders) access. Also forward a copy of the ServiceTicket to Lisa Healey for OSI level of access the new employee is required to have
- Request HR email new employee’s social security number if they have no provided it
- Create the new employee user account in Active Directory and assign necessary security group per Manager’s response.
- To add user to O365 The user will need to have several attributes populated. Under the Extensions \ Attribute Edditor tab:
- Mail Attribute – this attribute can be entered in the General Tab of the user account. It is simply the mail address of the user. Typically this is the Primary Email address of the user.
- Proxy Addresses – This attribute is a Multi-Valued attribute. It contains all of the email addresses the user will have; when creating a new profile, only add SMTP:logonname@northislandcu.com (the rest the system will add) including aliases and any SIP addresses for voice or Skype.
- User Principal Name – this is the logon name of the user. It is best to create the UPN to be the same as the user’s Primary SMTP address.
- Email the logon and password to the branch supervisor group to be shared with the new employee when they arrive.
- Create Users email account in O365 using the O365 New User Setup Guide instructions under O365 - User Outlook Access in Knowledgebase
- Create employee’s user account in OSI with authorities provided by Lisa Healey. Email the logon and temp password to the new employee.
- Create employee’s user account for Serviceticket.nifcu.org
- Create employee’s user account for SCLogic
- Add any other access permission to the new employee’s accounts per employee’s Manager/Supervisor requests. Email logon and temp password to new employee.
- Update the ‘Notes’ section of the Serviceticket and notate the additions which should include logons, passwords and who they were emailed to.
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- ServiceTicket is assigned to the Network\Phone group. If needed, Tech assigned will need to do the following (can be skipped if employee is a teller):
- Create new employee’s voicemail account. Provide the voicemail PIN
- Update the ‘Notes’ section of the ServiceTicket and notate the account addition.
- Re-assign the ServiceTicket to the Help Desk
- ServiceTicket is assigned to the Applications Group. The tech assigned will need to do the following:
- Run Active Directory synchronization process within the Intranet system
- Update the ‘Notes’ section of the ServiceTicket and notate action taken
- Re-assign the service ticket to the Help Desk
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- Help Desk will change the Serviceticket status to “On Hold” until the day after the new employee’s start date for quick access to their login credentials if needed.
Omar Ortiz
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