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# | Responsibility | Lucidity Module | Task | Notes | User Guide Links |
|---|---|---|---|---|---|
1 | Employee HR Team | N/A | New employee signs LOO | This is typically a good point in the lifecycle to start | |
2 | HR Team | N/A | Creates user in HR system | This needs to occur several days prior to user start date to allow time for eLearning completion | |
3 | Auto Integration via API | Access / HR | Create new user in Lucidity Access | ||
4 | Lucidity Admin | HR | Set scheduled daily report to be advised of new users created overnight | There is a 'date created' field available or report could be generated from HR system | |
5 | Lucidity Admin | Access | Assign Access profiles / apply scoping | Suggest making the General User access profile default where relevant. Then there is only the need to assign roles for managers and above. | |
6 | Lucidity Admin | HR | Apply any additional required info to HR not stored in original HR system (convert to person type CASUAL or SUBCONTRACTOR, USI etc) | May not be a required step | |
7 | Lucidity Admin | Competency | Assign Competency roles as required - only those relevant for pre-employment | An 'All Employee' role for example could be set up as a default role. If no pre-employment induction is required, wait until user is hired. | |
8 | Lucidity Admin | N/A | Send end user email with log in details and requirements | Ensure there is a contact number included and suggest a PDF or video with instructions is provided | |
9 | End User - with no system email | HR | Log in and change password, switch to Competency | This step may be skipped but is recommended for security. It will require 2 separate instructions 1 for those with system emails and 1 for those without | |
10 | End User - with system email | Competency | Use the 'Forgotten Password' link to reset & log in | ||
11 | End User | Competency | Complete eLearning training | ||
12 | Business Decision | Competency | Track induction completion and follow up if not completed | Could be managers, recruitment, HR or training responsibility | |
13 | End User | N/A | Commences work | ||
14 | End User / Lucidity Admin | Competency | Self-ticket Management Workflow | Optional. Full workflow in user guide. Can be done prior to commencement if required | |
15 | Lucidity Admin | Competency | Add any additional records for the user | May be required pre-commencement | |
16 | Lucidity Admin | N/A | Provide any additional training to end user as required for additional modules they may require | PDF's / videos / Face to Face / Lucidity user guide options may be required. Alternatively a direct link to Intranet where the instructions are stored could be used. | |
17 | Lucidity Admin | Competency | Assign additional Competency roles as required | ||
18 | Business Decision | N/A | Advise end user of additional eLearning requirements | This is typically an internal communication process | |
19 | End User | Competency | Complete additional requirements | ||
20 | Business Decision | Competency | Track additional completion requirements and follow up as needed | Could be managers, HR or training responsibility. Scheduled reports can be useful here | |
21 | API Integration | N/A | Updates to users made in source data (including termination) are copied into Lucidity automatically |
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