Tier 3 Portfolio Clerk Training

Broken down in 2 parts of 2.5 CONSECUTIVE DAYS Class series

Pre-requisite: Attendance of Tiers 1-4
RSS buddy shifts x 1-6 weeks dependant on prior experience

Employee Engagement Training
o EE processes and PC responsibilities

ESP Training
EMPLOYEE WORKSPACE FOR PORTFOLIO CLERKS
Positions Tab
What do the ESP administrators edit in the employees position tab
Processing a new hire
New employee checklist for Portfolio Clerk
Processing a Transfer or Rehire
Processing a Termination
Processing a Temporary Leave
Processing a return from leave
Processing a Data Change (status / FTE / Occupation type)
Processing an Additional Job
Process a status change from Regular to Casual status -
Steps 1-3
General Maintenance in the Employees Workspace
Checking and Correcting Missing pool positions and Miss-matched statuses
How to find and correct employees with missing pool positions
Employees with mismatched statuses
Employees with multiple UNIT positions- how it should look
If an employee works at multiple worksites
Terminations in ESP
When do I select TP/TF status?
Employee changes row within the same unit
Copy and Edit button
Pay Info Tab
Skills Tab

WORK PLANS WORKSPACE
Creating a New Work Plan and Standards to be used
Work Plan Row Details
Defining Shift Types
Defining Work Plan Baselines and Defining the Baseline Count
Plotting Shifts on the Shift Grid
Copying Shift Patterns
Copy and Paste Work Plans
Job sharing and Self Scheduling
One Time Version Work Plans
When would you build a one-time versus a master?
Creating a new Version of a One-Time Work Plan
Maintaining Work Plans
Editing a Work Plan
ON-Call on work plans
Creating multiple rows for an employee on a work plan
Deleting Work plan rows

ASSIGNMENTS WORKSPACE
Permanently Assigning Employees
Deleting an Incorrect Assignment
Permanently Un-Assigning Employees
Exceptions exist when Unassigning
Temporary UnAssigning and assign Employees
Reversing Permanent Unassignments that do and do not have replacement
Undo an incorrect Temporary Unassignment with and without replacements
Assignments and Multiple Work Plan Versions
Extending Temporary Assignments
Extend Temporary Unassignment that have temp assigned employees
How to temporarily un-assign an employee for maternity leave
Reduce Temporary Unassignment with and without Replacement

and more...
ADVANCED SCHEDULING FOR PORTFOLIO CLERKS
REPORTS FOR PORTFOLIO CLERKS
PROCESS NOTES


Portfolio Clerks in Regional Staffing Service Offices

40 hours
11260

PLEASE READ

  • All VCH Employees, please click the Register button, if present, to register into a session.

  • Prior to attending educational sessions, you must obtain approval from your manager or supervisor if attending on scheduled work time (or if you expect to be reimbursed if attending outside of work time). Download this form, have it signed and then keep it for your records. Thank you.


    Available Sessions

    From Nov 6, 2017 to Nov 8, 2017, 8am - 4pm

    Part 1: 3 Days
    Vancouver General Hospital (VGH)
    Centennial Pavilion
    2nd Floor
    Room 200E


    From Nov 9, 2017 to Nov 10, 2017, 8am - 4pm

    Part 2: 2 Days
    Vancouver General Hospital (VGH)
    Centennial Pavilion
    2nd Floor
    Room 200E


    From Dec 4, 2017 to Dec 6, 2017, 8am - 4pm

    Part 1: 3 Days
    Vancouver General Hospital (VGH)
    Centennial Pavilion
    2nd Floor
    Room 200E


    From Dec 7, 2017 to Dec 8, 2017, 8am - 4pm

    Part 2: 2 Days
    Vancouver General Hospital (VGH)
    Centennial Pavilion
    2nd Floor
    Room 200E