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Steneral Consulting

Onsite Work - Need Docusign consultant in Berkeley CA

Steneral Consulting, Berkeley, California, United States, 94709


Local to Berkeley, CA — onsite role

Docusign consultant

Here Are The Details About The Project

Overview:

Currently, the HR function uses various methods of collecting data from users who need services. “Forms” are present in multiple applications, and our goal is to move all HR forms to Perceptive Content to create and manage the employee’s personnel file over the entire employee life cycle within that single tool.

Specifics:

“Forms” are present in multiple applications including DocuSign, Smartsheet, Achieve Together, Web Forms, Word, Google, legacy HR applications, and other unit-specific applications. In priority order, we need to configure systems and forms, design/redesign processes using these forms, and set up integrations between Perceptive Content and these applications so that HR data can pass into the employee’s personnel file where the HR Records Management Team can manage the records as per UCOP and UCB policies and where information can be made accessible, as needed, in a safe and secure manner.

Anticipated Activities:

Working with the bIT Imagine Team, People & Culture Analysts, Communications teams, and Berkeley Regional Services Staff:

Configure current DocuSign Templates and Power Forms to integrate with Perceptive Content in a priority order.New Hire Packet forms – Oath UPATH 586, Patent UPAY 585, Criminal Background Check Authorization, ERSO New Hire Packet, Cal Performances New Hire Packets.Create/update templates for above forms in DocuSign.Create mapping documents (Data Labels/Data Types etc.) for configuration of forms in DocuSign.Work with the Imagine team on the configuration in Perceptive Content of the forms from DocuSign.Work with the Imagine team on the integration of the above forms from DocuSign to Perceptive Content.Configure Smartsheet GSR Appointment Letters to integrate with DocuSign and Perceptive Content.Configure historical documents and scanners to integrate with Perceptive Content.Coordinate testing, communications, and release dates for each form.Create documentation for configuration and integrations for each form.Project Deliverables:

All deliverables are due no later than June 30, 2024. Interim milestones to be created and agreed upon with the contractor directly.

New Hire Packet forms – Oath UPATH 586, Patent UPAY 585, Criminal Background Check Authorization templates are in DocuSign and integrated with Perceptive Content.GSR Appointment letters generated from Smartsheet are configured and automatically sent to Perceptive Content attached to the correct employee.Perceptive Content and scanners are configured and integrated for historical documents.Documentation has been created/updated to reflect the above changes.

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