252 lines
11 KiB
Markdown
252 lines
11 KiB
Markdown
# Papa
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## 8/30/2022
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* Issues that may happen:
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* ADP is the brain - Integration
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* Transferring from LMS
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* Corporate & Care on Lessonly
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* Pals on Northpass
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* Integration with Snowflake and Looker in Phase 2
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### People
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* Katie - Senior Learning - Care Team
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* Lizzy - PM on Katie's Team
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* Mini - Senior Training on Care Team
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* Becca - Learning Content Dev at Care Center
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* Yvette - Directors in Care Center - Inbound member PAL/Employer Teams
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* Sarah - Employee Experience & Culture Team
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* Amanda - HR Ppl partner, Biz Operations - Integrations for Compliance
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* Zeke - Dir of Compliance, works with Cheif Compliance Officer
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* Melanie - Sales Training & Enablement - new biz and CS success - use it for the sales team, self-directed, accountability as well
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* Natasha - HR Generalist for HR Operations (under Amanda)
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### Level Setting & Introduction
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* Northpass was already being used for PAL Training & Support
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* Separate Instances for Internal Side & External Side
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* Lessonly Contract Expires on October 4th
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Katie & Lizzy never want access to the Pals side
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People should be in isolated instances
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Care center vs Pals
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ADP Integration -
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Okta SSO - Ted, Security Team
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## 10/03/2022
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* Rebecca has been in Northpass a lot as the main creator
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* Needs some clarity on items
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* Not using the platform in an ideal manner
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* Didn't double check all the quizzes that were put in
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* Drew's team also made more than a few mistakes putting in Quizzes
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* Currently, Papa wants quizzes and assignments to be a single assesment
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* They also want there to be grading and adjustments to the grading after completion
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* Instead, we will have to create properties and custom code the weights to create a per-quiz grade and a final, weighted average quiz.
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## 10/04/2022
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* Meeting with Tedd - Okta has joinpapa.com
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* It is being sunsetted and everyone is moving to papa.com
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* Q1 2023
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* Possible solution is to add a regex to the logic and ignore joinpapa.com
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* Is there anyway we can move everyone to papa.com even sooner?
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* Northpass is grabbing the SSO Id that's being provided by the regex, but we're also grabbing another parameter, which is an email
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* Kaitlyn set up a sandbox to further test this. Ted has been invited.
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* Mostly, they want to test what happens if we update someone's email (joinpapa), will Okta overwrite upon next login and revert to joinpapa?
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* We need to map Okta/Papa's user.name to northpass' current_person.email
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* Ted to setup okta in sandbox and test mapping of the papa username to northpass email.
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* Northpass is requesting a base attribute in Okta, which can't be edited. This attribute is called user.name or username
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* We can't update or make a variable of that base attribute. That variable is mapped to the Okta Username. Which is joinpapa.com
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* This attribute in okta is called: schoolkeep_gc.bi1994
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* On the call, Ted said the following happened:
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1. He changed his username to papa.com and removed the join
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2. He logged out of Okta, but then said it didn't work
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3. Then removed himeself from the group he setup.
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4. Then waited for Okta to resync
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5. And then has added himself back into the group.
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6. However, it still logged him in with joinpapa.
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7. Kaitlyn suggested to delete both of his accounts in Northpass
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8. His deactivated account in Northpass is showing up with papa.com
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9. Kaitlyn then deleted both of his accounts in Northpass
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10. And then Ted was instructed to log back in.
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11. And that worked!! He has the proper email and SSO UID!
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## 10/10/2022
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* Lots of chat about structuring the content
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* They are okay with my proposed changes of a single group with a single set of courses for onboarding
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* But say things change from week to week and need to be updated
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* We may have to pull all analytics as as CSV and then delete the course if they continue down this path
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* QuiZ Leader Board - show ALL learners within a group. This is in Single Quiz Results. All people within a single dashboard.
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* Closing thoughts by Lizzy: for the coming weeks, the courses will have to remain the same
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* However, eventually, they should solidify some courses and move towards asynchronous onboarding
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* Perhaps hold to this training for x months, and then try out a new method
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* In the new year?
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* Lizzy wants to talk to leadership and ask them some questions
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* We need to follow up on Tedd and get on SSO stuff.
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* He isn't responding to Lizzy either.
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## 10/17/2022
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### SSO Meeting
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* Not really an SSO meeting because Tedd still hasn't shown up.
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*Other Items*
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* No cohort this week
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* New Cohort week of 41 people
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* They are unsure what's going to happen next week, they are unsure
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* Awaiting a "Dashboard" live for next week
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* Mini played around with sending reports to email etc and they want to get better at data analysis
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* Rebecca: inbound, first 10 days, are pretty well made and stabilized
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* Concerned about 508 compliance as FROALA doesn't auto-stylize links to underline and blue
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* Mini doesn't like that archived courses show up in drop downs. They want to be able to NOT see archived courses when adding a new course to a group.
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* Lizzy came up with the idea of having people be managers to *only* show the courses they should be seeing.
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*Analytics for Trainers*
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* Trainers having analytics issues
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* Timeout and stalling issues
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* Not the same options?
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* Check for Manager permissions, and which courses they can manage and what analytics options they have.
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* Mini went in and change all the manager permissions and made Gthem the same across the board
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* They shouldn't be deleting anything.
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* Asked for screenshots from the trainers re: analytics issues.
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## 10/24/2022
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### Meeting with Tedd & Papa
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* After much hassling, Tedd finally showed up for a meeting!
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* He said, when they create new accounts via SSO, Northpass is requesting a few items for that intial creation and login.
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* Here are the requests:
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* Full Name
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* Email Address
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* SSO UID
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* What's happening is:
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* He has two accounts, one is created based on group assignment in Okta, one from Northpass
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* Everything is setup for the username to be picked up
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* When he goes into his Okta dashboard, and clicks on Northpass SSO
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* Drop down of profile shows papa and everything "appears fine"
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* Email shows up in SSO UID
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* To get this to work and show up as above, he had to do a few things in his profile.
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* Said this is not how they usually setup and provision accounts with vendors.
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* Tedd is sending the correct information at the first email, but upon the second email, he is sending this SAML stuff, and the wrong email is being sent.
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* Kaitlyn to write up what Tedd needs to do to get the correct email.
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## 11/07/2022
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### Weekly Monday Sync
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* Lizzy's items:
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* First and foremost - SSO - will Lizzy/Kaitlyn's plan work? It should!
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* Anyone who is deactivated according to Northpass will not be able to login unless they are reactivated
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* Kaitlyn suggests we just delete everyone
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* This way we can start totally fresh with these users
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* Users without an SSO UID have never been activated or entered Northpass
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* Active, current users will not be affected at all.
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* Lizzy is referencing a few "one offs" whose training material is now in a different account? ie. Carmen Macias
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* Criteria for deletion: Deactivated with no SSO UID
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* For new people, do we have to wait for their activation to add them to a group?
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* You could add them on Friday and add them to their group upon invitation.
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* There is a high "no show" rate, so they need to be added that Monday of the first class.
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* If these no-shows are removed from Okta, they will be removed from Northpass and/or inable to access Northpass.
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* Pre-adding them to the group just takes away an extra step on Monday, because when they activate on Monday, they will just slot into their pre-created group.
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### Chapin & Shala from Pal Onboading
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* Pal Onboaring might be a black box/grey area of who owns it
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* Chapin works in Pal Engagement
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* Shala, VP of Marketplace and Ops (Chapin reports to Shala)
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* Fill rates, engagement, etc is all under their purview.
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* Pals have a webapp for onboarding training and then a mobile app
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* Most Pal notifications are via email.
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* Lizzy had given an update/presentation about Northpass at their ops meeting
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* This is for the Visit Success team
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* They fulfill Pals Visits
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* This generated some interest from various teams, such as the above.
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### Mini/Becca Care Center items
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* Stef Owens, sowens@papa.com, Group: New Hire 10/31, Course 6.1 & 6.2
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* What she is not seeing - some course updates
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* She is going in through Okta, entering Northpass, and clicking "Learner Mode"
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* Some new course versions and various items are not updating to her end.
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* Publishing continues to be confusing for Becca
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## 11/17/2022
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### Thursday Sync - No Agenda
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Two items from Lizzy:
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* Chris and Anneliese were first invited without SSO. Now that SSO is setup, Kaitlyn had some questions about those two users.
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* Okay to delete since they are currently using SSO.
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* No class this week, the last one was 11/7. Next class is the 28th.
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* Not happy about the 6 hour analytics update
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* The trainers need to go over the exam within an hour to speak to the individual
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* Items trainer needs:
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* Specific answers to questions
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* Overall score
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## 11/28/2022
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### Weekly Sync - ADP Questions
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How does the integration work? Stock integration should go quicker, correct?
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They are trying to figure out the difference between agents and care team people like Lizzy, Mini, etc.
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Position ID in ADP?
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All agents have the same position ID number. Do Mini and Lizzy have the same ID?
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Do agents need learning data? What is the main objective of getting data into ADP?
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Where is this need of ADP coming from? Always on the roadmap, Lizzy trying to get ahead of it.
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Hopes that in the new year that there will be new trainings in Northpass and can those integrate into ADP.
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Lizzy thinks it may take 8... EIGHT... weeks to get an ADP resource to help us with the integration.
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Another question from Lizzy: training for content creators is next Tuesday. She wants to know:
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* What prep work does she need?
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* What do we have to do?
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* What are the next steps?
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* How to structure the training?
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* Permissions?
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DONE: Plan agenda and meeting for Papa. Send her my notes.
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DONE: Decide on Slack Channel for Papa Onboarding.
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## 12/14/2022
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### Training Rest of Papa Team
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DONE: Create Support Slack channel with Tracy and Courtney as support people
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DONE: Manager access for everyone on the call with a single course assigned to them.
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## 12/15/2022
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### Checking with Other Papa Teams
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Chapin - Director in Marketplace Operations Team
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There since May, fairly new to Papa
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Responsible for Pal engagement
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Before he started, there was little talk about Pal engagement
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Running out new items and metrics for engagement
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Pal education is now his responsibility.
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Legacy Coursework in Northpass
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Northpass is linked from a resource on Papa
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Currently it is a light set of criteria to be a Pal - age, background check, healthcare experience is not needed.
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Pals join a lifecycle path.
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Metrics: Understanding who completes what courses and connecting them to Pal value and LTV. Trying to understanding if these courses are enabling PALs to be more successful.
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Reduction of tickets would also be nice.
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Huge opportunity to retain PALs more.
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PAL NPS is top of mind - it has been trending up, but it trended down this month.
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Not sure why, PALs might say one thing.
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"Admin" Homemade CRM for PAL information.
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Implementation call for 60 minutes, 2nd week of January.
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9-13th
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Ask who else should be on the call.
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