Onboarding, Orientation, Training, and Exiting��Presenters:�Denise Shervey, Chippewa Co. CSA Director�Megan Brasch, Eau Claire Co. CSA Director�Amie Geissler, WR BRO CS Coordinator

Reminders

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Roundtable format- What makes this session great is participation through active discussion and asking questions.

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All Counties do things differently.

What you may do internally in your county, may be done by Finance, HR, Corp Counsel, etc. in another County.

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Disclaimer: Please do not implement ideas or use documents shared today without permission from your agency leadership.

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�Ice Breaker

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• Everyone please stand up
• Number of years you have worked in the Child Support Program
• Stand if you are
• Line staff
• Leadership
• State staff
• Other partners

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Preparing for New Staff

What do you do in your office to welcome and get to know new staff?

• Welcome Basket
• Learning Styles
• Getting to Know You Questionnaire
• Make a Lunch Date

Welcome Basket

Welcome Gift

Creative Ways to Promote Interaction

Onboarding

What do you do in your office as part of your onboarding process?

• Pre-Hire Preparation
• Welcome email
• Reviewing Agency Policies

(Print or Links to shared files)

• Security Resource Guide
• Onboarding Checklist
• Training Preparation / Schedule
• Follow-up Meetings

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New Hire Preparation

Checklist Example

Welcome Email Example��

• Start time
• Parking
• Office Location
• Dress Code Policy

Onboarding

Checklist

Examples

Don’t forget the REQUIRED trainings!

New Hire Assessment

Question

Examples For

Follow Up

Meetings

How about a PowerPoint?

• Consider creation of a presentation to share with new staff
• Difference between IVD and NIVD cases
• Program Funding and Performance Measures
• Agency specific items, i.e., job descriptions, CSA structure, local policies, etc.
• Statutory authority and Limitations of the CSA
• Partnerships
• Court processes

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Reminder to Current Staff

• It’s not always about the new trainee!
• Reminding current staff that it takes roughly two years to learn, remember, and become proficient.
• Things are constantly changing, and it can be overwhelming.
• Giving each other grace and being

patient.

• BE SUPPORTIVE!

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Training

Trainers….be a sloth, not a cheetah

• Determine Learning Styles
• Have a plan
• Start with functions that help new staff learn to navigate KIDS and understand case structure
• Phone calls
• Electronic Case Records
• KIDS Fast Path Cheat Sheet

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Training

• Hands-on Ways to Teach
• Skills Assessment Worksheets
• Find these things on CSPR
• Using Training Checklists
• Child Support Worker Training Guides on CSPR
• PTT Options – Computer Based Trainings (CBTs), Desk Aids, and in person trainings

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KIDS Skill Assessment Example��

Looking up information in KIDS

Learning the screens

CSPR Skill Assessment Example

Looking up information on the Child Support Resource Page (CSPR)

Training Checklist Examples

Finding Other Resources to Assist with Training & Building a Network

• Child Support Worker Training
• Mentoring Guides and Training Plans on CSPR
• Reach out and connect with another CSA for help
• New Director Orientation
• Mentoring Guide on CSPR
• Orientation Training Sessions
• Supports for Success

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Dealing with �Staff Turnover��

What is your office doing to help support & retain new staff?

• Regular contact and follow-up
• Support structure

What about supporting existing staff?

• Those who are doing the training
• Those who have taken on additional work while new staff train

Processing Exiting Staff

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• Ending Accesses
• Collecting Keys & FOBs
• Exit Interview
• Example Checklist

Thank You!��Questions?

Materials will be available on Fall Conference website.

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Contact Information:

Denise Shervey: dshervey@chippewacountywi.gov

Megan Brasch:

megan.brasch@eauclairecounty.gov

Amie Geissler:

amie.geissler@wisconsin.gov