Kristen Turner

Welcome to Intuit Onboarding! During this 3-week onboarding period, you’ll complete 2 weeks of certification and begin invoicing during your 5 days of Nesting. Onboarding will move quickly, so we recommend using the calendar below to plan now for each day. It is important to complete eLearning and system logins by the deadlines provided, attend and actively participate in all client-required live sessions, and complete all client nesting requirements to graduate into production for Intuit TurboTax. Sessions are held daily at the following times: 10am-12pm ET or 5pm-7pm ET • • • Plan to spend a total of 22 hours in live certification sessions and complete approximately 38 hours of eLearning Attend and actively participate in all client-required sessions, provide services, and generate revenue during nesting Use this Zoom link to join each live session five minutes before the scheduled start time: o https://liveops.zoom.us/j/- o Zoom Meeting ID:- Monday Tuesday Wednesday 1/30 1/31 2/1 Thursday Friday 2/2 2/3 Complete the following between 2/2 – 2/3:  Attend one client-required Preparing for Success Session offered daily at 10am -12pm ET or 5pm-7pm ET.  Complete Duo enrollment  Complete Getting Started with Liveops in Litmos (2 hrs)4  Complete assigned eLearning in Docebo 2/6 2/7  Client-required Day 1  Client-required Day 2 Session Kickoff Session  Complete assigned eLearning in Docebo  Complete assigned eLearning in Docebo nce  DUO enrollment due by 5pm ET 2/13   Client-required Day 6 Session Complete assigned eLearning in Docebo 2/20  Federal Holiday - Closed 2/27 2/14   2/8 2/9 2/15 2/16 Client-required Day 7 Session  Client-required Day 8 Session  Client-required Day 9 Session  Complete assigned eLearning  Complete assigned eLearning  Complete assigned eLearning in Docebo in Docebo in Docebo  Confirm access to Week 2 client systems by 5pm ET 2/21  Complete client-required First Call Experience on 2/21 – 2/24  Attend communicated nesting session  Schedule & honor nesting commits 2/28  Nesting Graduation  Attend communicated nesting session  Schedule & honor nesting commits © LiveOps - Proprietary and Confidential 11/04/2022 2/10  Client-required Day 3 Session  Client-required Day 4 Session  Client-required Day 5 Session  Complete assigned eLearning  Complete assigned eLearning  Complete assigned eLearning in Docebo in Docebo in Docebo  Confirm access to Week 1 client systems by 5pm ET 2/22 2/23 2/17 Client-required Day 10 Session 2/24  Complete client-required First  Complete client-required First  Complete client-required First Call Experience 2/21 – 2/24 Call Experience 2/21 – 2/24 Call Experience 2/21 – 2/24  Attend communicated nesting  Attend communicated nesting  Attend communicated nesting session session session  Schedule & honor nesting  Schedule & honor nesting  Schedule & honor nesting commits commits commits 3/1 3/2 3/3 Intuit eLearning Assignments & Deadlines Important Notes: • • • You will complete your Liveops eLearning in Litmos (accessed from the SAP Litmos tile on your Okta home page). This is one course that takes approximately 2 hours to complete. All Intuit eLearning (approximately 36 hours) will be completed in the client’s Learning Management System, Docebo. We will walk through logging into Docebo during the Prep for Success session available on 2/2 and 2/3. RETURNING AGENTS ONLY: Privacy Awareness & Security Awareness – Experts and Sales Consultants courses completed prior to 4/30/22 will need to be renewed. Click on “Renew What is Coming Due” at the top left of your learning dashboard in Docebo and click on “Renew Now” next to the relevant course. *Customer Success Expert Compliance (OICS_755): This learning plan needs a minimum of 50% completion. o Uncivil or Abusive Customers, Threatening Customers, and Customer in Crisis (OICS_5396) – this course will remain locked until 30 days after you finish (OICS_4891). Date Assigned Thursday, 2/2 Learning System Litmos Thursday, 2/2 Docebo Learning Path Name/Code Intuit TurboTax Certification (2 hrs) N/A Thursday, 2/2 Docebo N/A Thursday, 2/2 Docebo *Customer Success Expert Compliance (OICS_755) – need 50% completion Monday, 2/6 Docebo Tuesday, 2/7 Docebo Wed, 2/8 Docebo Wed, 2/8 Docebo TurboTax Product Expert New Hire (CGCS_888) TurboTax Product Expert New Hire (CGCS_888) TurboTax Product Expert New Hire (CGCS_888) TurboTax Product Expert New Hire (CGCS_888) Thursday, 2/9 Docebo TurboTax Product Expert New Hire (CGCS_888) © LiveOps - Proprietary and Confidential 11/04/2022 Course Name/Code Security Awareness – Experts and Sales Consultants *Intuit SERT Vishing (OICS_4891) .75 hours .50 hours Monday, 2/6 @ 9am ET One Intuit Training (OICS_4543) 3.5 hours Tuesday, 2/7 @ 9am ET TurboTax: The Journey Begins (CGCS_7401) 3.75 hours Wednesday, 2/8 @ 9am ET Getting Started as a TurboTax Expert (CGCS_7404) 2 hours Thursday, 2/9 @ 9am ET TurboTax Online Customer Account & Tax Form (CGCS_7406) TurboTax Online Customer Contact Management (CGCS_7407) 2.75 hours Thursday, 2/9 @ 9am ET 4 hours Friday, 2/10 @ 9am ET Intuit: Getting Started with Liveops Privacy Awareness Approx. Length 2 hours .75 hours Due Date Monday, 2/6 @ 9am ET Monday, 2/6 @ 9am ET Monday, 2/6 @ 9am ET Friday, 2/10 Docebo Friday, 2/10 Docebo Monday, 2/13 Docebo TurboTax Product Expert New Hire (CGCS_888) Tuesday, 2/14 Docebo TurboTax Product Expert New Hire (CGCS_888) Tuesday, 2/14 Docebo Tuesday, 2/14 Docebo Wednesday, 2/15 Docebo Wednesday, 2/15 Docebo Thursday, 2/16 Docebo Thursday, 2/16 Docebo TurboTax Product Expert New Hire (CGCS_888) TurboTax Chat Product Expert New Hire (CGCS_886) TurboTax Desktop Product Support (CGCS_918) TurboTax Desktop Product Support (CGCS_918) TurboTax Desktop Product Support (CGCS_918) TurboTax Desktop Product Support (CGCS_918) TurboTax Product Expert New Hire (CGCS_888) TurboTax Product Expert New Hire (CGCS_888) © LiveOps - Proprietary and Confidential 11/04/2022 TurboTax Online Documentation (CGCS_7409) 1.25 hours Monday, 2/13 @ 9am ET TurboTax Online Typical Customer Contacts (CGCS_7410) TurboTax Online Complex Customer Contacts (CGCS_7412) Destination TurboTax Online Customer Obsession (CGCS_7414) TurboTax Product Expert New Hire (CGCS_888) Survey 1 hour Monday, 2/13 @ 9am ET 4.25 hours Tuesday, 2/14 @ 9am ET .5 hours Wednesday, 2/15 @ 9am ET .5 hours Wednesday, 2/15 @ 9am ET All 3 courses 2 hours Wednesday, 2/15 @ 9am ET TurboTax Desktop (CGCS_7452) 1.5 hours Thursday, 2/16 @ 9am ET Customer Contact Management (CGCS_7460) 1.75 hours Thursday, 2/16 @ 9am ET Typical Desktop Contacts (CGCS_7472) 2 hours Friday, 2/17 @ 9am ET Complex Desktop Contacts (CGCS_7477) 2.5 hours Friday, 2/17 @ 9am ET LIVEOPS CERTIFICATION TIPS We are excited to welcome you to certification. Certification will be a mix of self-paced eLearning and client-required sessions attended through Zoom. Below you will find some helpful tips before you start certification. • Please ensure you download Zoom before day 1. Use this instructional guide to help you learn how to use Zoom. If you already downloaded Zoom, please ensure you have the latest version. • Please ensure you download Zoom before day 1. Use this instructional guide to help you learn how to use Zoom. If you already downloaded Zoom, please ensure you have the latest version. • Certification will include several live sessions a week. Please plan to attend sessions from the computer you will be using to provide services and be ready to participate in the sessions. o Class times are all Eastern time. Plan ahead and arrive on time. o If multiple sessions are offered each day, you can choose the time you prefer to attend each day. You do not need to attend the same time for each required session during certification • Client-required eLearning is usually accessible in Litmos approximately three days before your certification starts. • Additional eLearning may be accessed via client systems – if this applies to your program, you’ll get more information when certification begins. • If you are unable to login to Liveops Okta, please submit a Liveops Support Center Case before day 1 to guarantee you don’t have any last-minute obstacles. We're looking forward to seeing you in certification soon! All our clients represent everything Liveops stands for in Improving Peoples’ Lives every day and you have chosen a great program to join. © LiveOps - Proprietary and Confidential 11/04/2022