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Th Onboarding module is the place to setup your district information and evaluation processes. The Onboarding module to is only accessible to SuperUsers and SuperTechs. Whether it be the initial setup, update information, or request changes to the current processes and evaluation items, the SuperUser/SuperTech will utilize Onboarding to communicate all requested changes and verify the completed request is accurate. Onboarding will log all entries with the name of the requestor, the date entered and verified. |
Account - Coming Soon
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Departments/Buildings - Coming Soon
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Observation Types -- Coming Soon
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Rubric Instruments - Coming Soon
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Finalization Groups - Coming Soon
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Forms
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Step-by-Step: Hover over Utilities > Click Onboarding 
A. Click “Forms” in the left column menu B. Upload or attach any document or links to current forms/documents C. Add additional notes/comments if needed D. Change Status to “Request Review” E. Click Save F. Once saved, a red box with a white “R” will appear next to Forms, this signals a notification has been sent to the EAI staff to add additional forms |
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Step-by-Step: Hover over Utilities > Click Onboarding 
A. Click “Forms” in the left column menu B. Click Preview to review the current form C. Click Change Request to document changes needed D. Click Verify if form is accurate E. Upload or attach any document or links to address changes F. Add additional notes/comments if needed G. Change Status to “Request Review” H. Click Save I. Once saved, a red box with a white “R” will appear next to Forms, this signals a notification has been sent to the EAI staff to add additional forms J. Once EAI completes the changes, verify the form is accurate |
Checklists - Coming Soon
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Walk-Through Tools - Coming Soon
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Staff Import
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Watch a short tutorial: Staff Import
Step-by-Step: Add New Hires Using the Onboarding Import TemplateHover over Utilities > Click Onboarding Click “Staff Import” in the left column menu  To review current staff on file for your district > click the underlined link at the top of the page > Click the link again to close the roster 
Please reference the examples listed on the sheet as you populate your staff  Once complete, save the template to your device Next, you will need to upload the completed template back into the system as an attachment
 Please note that the onboarding staff import is utilized to add new user accounts, it does not remove accounts of non-returning staff. To remove non-returning staff, it is recommended to use the Multiple Change Engine at the beginning of a new evaluation cycle. |
District Calendar - Coming Soon
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