Personnel Actions – Electronic PAD Tutorials

Creating separate MS Teams for each candidate, uploading PAD Folder Template to the Team

• Screenshot tutorial (pdf)

Adding/Removing members and making them owners in a Team

• Video – password: aG4AHwK$ (3 min 54 sec)
• Screenshot tutorial (pdf)

Naming Conventions

• Naming conventions for PAD files – Tenure and Promotion (pdf)
• Naming conventions for PAD files – Promotion only (pdf)

Uploading files to Teams

• Screenshot tutorial (pdf)

DocuSign

• Sign up for a DocuSign Account
• Using and interacting with DocuSign templates (pdf)
• Sending an Envelope (used to send the Cumulative Evaluation) – Video (1 min 58 sec)

Locking the PAD

• Screenshot tutorial (pdf)

Qualtrics for Secret Ballots

• Creating a Project (Ballot) (pdf)
• Setting Up an Anonymous Ballot (pdf)
• Submit a Qualtrics Help Ticket

Scheduling meetings in Teams or WebEx

• Join a Meeting Through Microsoft Teams (scroll to bottom for the steps to schedule a meeting)
• WebEx Meeting Quick Start (scroll to bottom for the steps to schedule a meeting)