Week One

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Week One

Area Extension Director/Baltimore City Extension Director

✔	Task	Date Completed
▢	Explain UME’s structure and function. UME Website (https://extension.umd.edu/) UME Plan of Organization UME Cluster Programming Review UME Organizational Charts Discuss UME and cluster structure & initiatives. Review UME Answers Website
▢	Review College of AGNR Faculty and Staff Page
▢	Schedule New Employee Orientation on campus (optional) https://uhr.umd.edu/course/new-employee-orientation/
▢	Explain Travel and Expense Statement (TES) Reimbursement Policy Concur Travel and Expense Management System Review Concur Help Center Login to Concur Setting up your Concur User Profile (pdf) Submit a Travel Card (Tcard) request (pdf) Roles and Responsibilities (pdf) Itemizing Tcard expenses as personal expenses (pdf) Explain biweekly entry of travel Explain available county travel funds and provide account numbers Review Policies Discuss travel and hosting requests When it is required Who should complete it prior to approval What to do after submission
▢	Explain Timesheet and Leave procedures. Explain biweekly entry of leave in PHR-Payroll & Human Resources System Discuss AGNR Telework Agreements Review payroll dates FY23 Review work hour procedures (office hours, comp time, lunch breaks) UMD Faculty Leave Policies UME Comp Time Policy Review the process for requesting leave and form Discuss county holiday closures University (Earned) Holidays Employee Checklist (2023) (2024) Review out-of-office Gmail procedures when on leave or attending workshops and conferences
▢	Discuss staff meeting and Admin Monday expectations and populate dates on Google Calendar.
▢	Set biweekly meeting dates on Google Calendar with AED/BCED for the next three months.

Administrative Assistant

✔	Task	Date Completed
▢	Assist with setting up and accessing various computer programs Terpware Mailing lists -Comparison of Google Groups and Listserv Lists Registration platform - Eventbrite
▢	Review expense statement policies
▢	Apply for access to the University of Maryland Extension Reporting System (UMERS) Watermark Faculty Success dashboard
▢	Secure needed office supplies and equipment
▢	Assign a code for the copy machine and demonstrate its use
▢	Provide UME letterhead, fax, note, logos, and templates UME Letterhead (word docx) Press Release Template (word docx) Maryland media list UME PowerPoint Templates (google drive folder) UME Logos Usage Guide (pdf) Extension watermark (google drive folder) UME Program logos (google drive folder)
▢	Order/print business cards UME business card template (docx) UMD Printing Services Order login
▢	Order name tag & shirt from ADO office
▢	Update profile AGNR directory Instructions on updating profile or how to add a new employee
▢	Request that email address be added to program listserve & other appropriate listserves
▢	Provide details on getting a University ID card Faculty member obtains ID: Date:________________
▢	Review support staff responsibilities and procedures (preparing documents, affirmative action, program preparation, filing, etc.)
▢	Review interoffice communications procedures (incoming & outgoing mail, review of documents before distribution, informing the office of changes to their schedule, etc.)
▢	Explain existing client and grassroots’ mailing lists

Please remember to do the following:

Biweekly

▢ Meet with with AED/BCED for trainings and orientation for at least the first three months
▢ Submit PHR time to AED/BCED for approval
▢ Submit travel to AED/BCED for approval

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