Meeting Notes

08/2/2023

Heidi to connect with Jana on finance code

Other HR processes that require access

Time Sheet Management

Heidi & Kirsten discuss alternatives internally

Will be more important as Bill Quality is no longer a roadblock

Bill Quality scope has changed to include the Vendor Service Purchase Order list page to prevent over additional over development in Intranet

Enablement work — several items did not get accomplished during the sprint so they are carried over to next sprint

Current Sprint

Begin Development on Bill Quality module (and Vendor Service Purchase Orders) (Elizabeth/Monisha)

Create & manage ConnectWise Contact during the same Bamboo sync process

Decommission this portion on the New Hire Tools

Last Items

Define & implement sync on BU & Function from Bamboo

Action Items / Priorities

Schedule Bill Quality Design Review (Katherine)

Enablement

Current Sprint Activities

Cutover to Universal User Reference (Dan)

Detailed plan on backend cutover of User Logging (Michelle/Dan/Monisha)

Next Sprint (starting on July 11th)

Bill Quality Design (Elizabeth/Monisha)

Create & manage ConnectWise Contact during the same Bamboo sync process

Decommission this portion on the New Hire Tool

Replace the data source in Intranet > Employees (new location at a later time)

Define & implement sync on BU & Function from Bamboo

Prepare to cutover Universal User Reference (Dan)

Get Kirsten a spreadsheet of all for all CCR_MemberID to update Bamboo & Trax (Michelle)

Prepare Intranet > “TRAX Payroll import” to cutover to new team member

Column A (Current CW Member_RecID, will need to be CCR_MemberID but needs to be cutcover when Kirsten is done updating Bamboo)

Column B (Time Entry ID that include Employee ID #) for unique identification

Cutover TRAX - Target July 11th (Kirsten)

Follow-up with Shea on if/when he gets in on ConnectWise (Heidi)

Introduction to the group

Short Term action items

Review New Hire Tool process define what we can do through the Bamboo Integration process

Creating & updating a ConnectWise CCR > Contact

Replace Intranet > Employees tab with new source

Benefit Counts - Kirsten to check with Aleasea

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