Module 1: Basic Onboarding + Checklist

Module 1 is intended to create a solid platform of knowledge about the HM role, working with NVA and the basic processes, systems and policies. The information learned in this module will set the stage for a successful understanding and application of the HM role as well as be built on in future modules. Remember, the Transition Manager and the support center have completed a large portion of administrative and training tasks as part of transition. You have the wonderful opportunity to be a mentor and peer to the new HM allowing them to dive into what you as a HM do on a daily basis. ➢ Timeframe: Month 2-3 post-close for new acquisition; first day of first visit with new HM hired at existing location

• HM Role & Relationship w/MDVM and Team • IT Aptitude & Access • Fiscal / Purchasing • Payroll & HR • Recruiting, Bonus, NVA Websites/Tools

Checklistfor First Visit

Month 2-3 (while still in transition)for a new acquisition site HM

☐ HM / MDVM Partnership: roles and responsibilities of the team o Discuss the HM-MDVM partnership, roles, and collaboration • Note: Hospitals may have different leadership structure (co-HMs, JV partners or delegated administrative duties to other staff) and this is OK o Share about your experience with your MDVM, establishing and maintaining your relationship, recommendations on frequency and content of leadership meetings, etc. o Share what the NVA Hospital Leadership Team partnership feels like • Note: Remember some new HMs may not have experience as people leaders and may need extra guidance here

☐ IT Aptitude with Microsoft Outlook, Excel, Teams, Zoom, other apps your division uses o Ask/gauge the HM's experience and comfort with using common Microsoft systems needed in the HM role; specifically Outlook and Excel • Note: Many HMs are set-up with Outlook Web Access only, not full version outlook o Validate knowledge of using the Outlook calendar o Verify HM knows how to access hospital email, hospital folders, NVAShare, etc. o Validate Zoom functionality; verify settings, sound, camera o Validate Scanning capability – are they being efficient as they navigate scanning, sending documents, IPS etc.

☐ A/P Account codes, Engie, IPS o Describe G/L codes; share your use of them and best practices • HMs have received the Accounting Transition Guide with the full list of codes and have been shown where the codes are in IPS o New acquisitions receive IPS training week 1 post-close and follow-up at the first post close visit made by their TM

☐ Cash handling: Policy, Petty Cash, Cash Drawer, AR, Collections o Ensure they understand the difference between the funds, uses, tracking and replenishment with Petty Cash and their Cash Drawer o Walk through replenishment with them if needed (requesting through IPS) o Talk to the HM the practice policy on AR and delinquent accounts/collections to verify the HM has the knowledge

☐ CapEx o Discuss definition, approval process, bill pay process, budgeting season requests o Make specific to your division New acquisition CapEx requests should be sent through TM

☐ Visa use/process o Describe what should be used for, limits (& increases), keeping receipts o Show monthly reconciliation/visa detail process in Hospital Financial folder

☐ Payroll o Walk through adding and terminating new employees in ADP o Discuss/show how to process payroll & review payroll schedule New acquisitions will have production training with Transition Payroll prior to the 1st payroll - do not discuss production with new acquisitions, direct to Transition Manager

☐ HR policies o Discuss hiring & terminations (specific to your division), file storage and employee reviews o Guide on when to contact NVA Human Resources Business Partner (HRBP) o Pre-Employ: show how to run drug & background screenings (*remember these are optional NOT required!) o New acquisitions receive HR onboarding call from HRBP around month 2 post-close o See next pages: Termination / Separation, Pre-Employ, Performance Reviews & Raises Do not discuss health or ancillary insurances - it is unique per location. Refer site to Total Rewards Benefit Partner or TM

☐ Recruiting o Check knowledge of Avature and if they have posted a position yet o Share about staff recruiting, DVM recruiting, and who your division's recruiter is o Explain how to request DVM EA amendment o See next pages: Recruiting & Job Descriptions, DVM Employment Agreements/Contracts

☐ SIP bonus & Staff engagement *Discuss with caution! o If not JV or have confirmed participation in SIP, discuss ideas on how to track (poster is sent to new locations), setting up bonus distribution, etc. Check with TM before visit o Brainstorm ideas on engaging the team o See next pages: Bonus Opportunity! Site Incentive Plan

☐ NVAShare & Talent Unleashed o Have HM walk you through both NVAShare and Talent Unleashed to show their aptitude o Share how you use these sites in your daily HM role