Page 45 - CHST Research Adminstration eBook 2 of 2 (Q4 2021)

STANDARD OPERATING PROCEDURE
“Things to Assign” educator folder.
Schedule IATA training
Assign Initial & Ongoing Competencies
Table 5.2.3 Team Lead
Research Administration SOP No: A003
SOP Title: Onboarding (New Employees and New Assignments)
Ensure Accesses with Administrative Coordinator
Assign Ongoing Cornerstone Training
Assign Annual Lawson Goals
Assign HEICS- Emergency Code Checklists
Schedule Coordinator Skills Competency Training
Schedule 1-1s and Huddles and Unit Events
Schedule PI Introductory meetings
Sync communication structure and Onboarding Plan with
Director, Educator, preceptor(s), and Team Member
5.3 Onboarding and Competency Documentation (initial and ongoing)
5.3.1 Upon completion of 5.1 and 5.2, research educator assigns competencies in Lawson and sets a communication structure and training schedule with the new team member, preceptors, and periodic progress update meetings with the team leads and RA director to take in feedback and adapt onboarding plan as determined necessary. The team leads arrange PI introductory meetings within 1-2 weeks upon hire.
5.3.2 In fulfilment of the training plan, the new team member fulfils credentialing, completes prerequisite CBT Cornerstone and research credentialing trainings within the “Just the Basics” phase of onboarding, they gain access to their study assignments to begin reviewing their protocol in preparation of PI meetings, and are oriented to their clinic and the key designated locations of the campus to build their understanding of the environment.
5.3.3 As the new team member moves through the referenced onboarding plan and the plan is adapted to their feedback and progress on milestone completion, the trainings and education are completed first; the relevant competencies are demonstrated through observation or active demonstration follow education curriculum completion; the competencies are simulated and subsequently given on the job experience opportunity with a preceptor, educator or team lead; and finally, upon demonstration of meeting the competency skill(s), the new team member is checked off in Lawson in real time (follow Learn Lawson for standard guidance of acknowledging and validating competencies).
5.3.3.1Departmental guidance and supporting documentation using the department standard competency documentation folders is found at: T:\CCS_RESEARCH\2021 Onboarding\CRA & CRC Competency Folder 2020.
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