Solo Practice Policy Course: Workforce Management

Unit 1: Concepts in Workforce Management

Unit 2: Policy Contents: Workforce Management

Module 2: Making the Change to Supported and Secure Helpers

Unit 1: Change Work: Officially Onboarding Helpers & BYOD

Unit 2: Chapter Setup: Workforce Management

Module 3: Maintaining the Change

Syllabus

Helper onboarding requirements
- Vetting the helper
- Determining access needs
- Providing appropriate access
- Registering BYOD devices
Helper offboarding requirements
- Determining what access they have
- Revoking access
- Retiring BYOD devices
Onboarding existing Helpers and performing the BYOD process with them
Documenting Helpers and their BYOD devices
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