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Brandon Rummel
Brandon Rummel

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Onboarding Workflow (Insurance Adjuster) - Turing Insurance

Scope/Platform

Scope: Guide for setting up an Insurance Adjuster with all relevant applications and IAM groups.

Platform: The following platforms and applications will be utilized.

Identity provider: Okta
Email: Microsoft Exchange
Claims management system: Claims Radar (Fictional)
Document Management System: OneDrive
Internal messaging: Microsoft Teams
Ticketing System: ServiceNow

Intro

This is an article about onboarding an Insurance Adjuster at Turing Insurance. It will cover all steps of the process and track progress using a checklist.

Who is this for?

This article is for Help Desk Technicians tasked with setting up an Insurance Adjuster to be able to work in all relevant systems for their role.

Prerequisites

In order to carry out the steps as written, the Help Desk Technician must have admin level access to all relevant systems.

Initial Intake

NOTE: YOU MUST TYPE 'DONE' AFTER EVERY STEP

Checklist

  • Check New Hire REQ ticket to confirm approval -
  • Start Date of Employee -
  • Confirm manager approval for system access -
  • Confirm information:
  1. Full Legal Name -
  2. Job Title -
  3. Department -
  4. Manager Name -
  5. Start Date -
  6. Username -
  7. Work Email -
  8. Work Location -

NOTE: IF YOU CANNOT CONFIRM THESE ITEMS, CONSULT 'INTERDEPARTMENT CONTACTS' ONENOTE AND CONSULT RELEVANT TEAM MEMBER

Okta Access Establishment

  1. Fill out user info in Okta -
  2. Set Account Status to Active -
  3. Assign baseline groups -

Employees, Claims Adjusters

  1. Enroll User in MFA Policy -

TuringMFA

  1. Refresh to confirm assigned groups and MFA policy is in place -

Group Based Access Establishment

  1. Microsoft Exchange -

OutlookMail-Users

  1. Confirm Mailbox creation and Email visibility on GAL -

  2. Microsoft Teams -

Teams-Users, [CityLocation]-Team

  1. Confirm Teams Login and relevant Groups in profile -

  2. OneDrive -

TuringGeneralOneDrive-Users, [CityLocation]Claims-Documents

  1. Access OneDrive Admin Portal to confirm account is provisioned and relevant folders accessible -

  2. Claims Radar -

Claims-Radar-Adjusters-User

  1. Login to Claims Radar user profile and confirm account is active -

  2. ServiceNow-

ServiceNow-Users

  1. Confirm SNOW account exists, New Hire REQ is assigned to New Hire, and is able to submit tickets -

NOTE: FAILURES MUST BE BROUGHT UP IN NEW HIRE CHAT. NO WORKAROUNDS.

Confirmations

Okta:
Account Active -
Groups Assigned -
MFA Setup -

Exchange:
Mailbox Online -
GAL Visible -

Teams:
Sign In Success -
Relevant Teams Visible -

One Drive:
Storage Access Confirmed -
Shared Folders Access Confirmed -

Claims Radar:
Account Active -
Claims Queue Accessible -

Service Now:
Access Confirmed -
Ticket Creation Enabled -

Final Checks

Paste this Template into New Hire REQ -
Note Exceptions in Ticket (if any) -
Notify New Hire Chat of completed ticket and any errors -
Notify Manager of New Hire -
Escalate issues to relevant Team (if any) -

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