Existing Location New HM Checklist

Objective

Getting Started –Week 1

Activity/Tasks

New Hire Paperwork (to be completed with Field Leader)

❑ I-9 ❑ Payroll ❑ W-4 ❑ Direct Deposit ❑ Visa Card – NVAvisa@nva.com (CC Field Leader for approval) ❑ Hospital Handbook ❑ Send email to Benefits to set up training on Bswift benefits@nva.com

Office Setup ❑ Laptop setup: setup Remote Access with Support Desk by sending email to helpdesk@nva.com ❑ Fax/Scanner/Copies: Request for private scan folder by emailing helpdesk@nva.com ❑ NVA Email (Android - Apple) ❑ Setup Outlook Email Signature ❑ Explore Outlook Calendar ❑ Explore Technology Service Center for support with passwords, mobile email setup, printers/scanners ❑ Support Desk Tickets

Hospital

❑ Hospital Tour ❑ Access to Computer Workstation ❑ Desk and Chair ❑ Office Phone ❑ Office Supplies/Organization Tools ❑ Keys/Access to Building ❑ Security Codes/Alarm ❑ Meet and Greets Selfguided/Peer Development Partner

Talent Unleashed (Learning Management System)

❑ L&D Team will send invite to your NVA email ❑ Learn how to navigate through the Talent Unleashed System. Login and complete the following: ❑ Talent Unleashed Intro Webinar ❑ Navigate Talent Unleashed ❑ NVA Harassment Prevention in the Workplace (new hire compliance requirement) LD@nva.com

Overview

Review HM Onboarding Plan

❑ Reporting Site Structure and Roles ❑ Review Leadership Responsibilities ❑ Staff & Hospital Background ❑ NVA Groups and Divisions Map ❑ NVA Share ❑ DLT will provide SharePoint Site Link or Division Teams Page Field Leader/Peer Development Partner

❑ Transition Onboarding Guide: https://transition.nva.com/onboardingguide (pw: TransitionDog2021) (for reference only - some information may not apply) ❑ HM Onboarding Guide ❑ Partner support

Support Partner

Field Leader

Field Leader Peer Development Partner

Transition Manager

Objective Activity/Tasks

Payroll & Benefits ❑ PETS payroll trainings (Talent Unleashed) ❑ Staff timesheets/timeclock ❑ New Employee, terminations, status change ❑ Payroll deductions – how to apply and run reports ❑ Bonuses, special comp ❑ Payroll support process/payroll calendar ❑ Review vacation, sick, PTO policies and employee handbook –current policies and procedures ❑ DVM Production calculation ❑ Watch How to Calculate Production Based Compensation ❑ Monthly production ❑ Negative production ❑ Review Hospital/new hire benefits, including medical and ancillary (i.e. EAP, Talkspace, etc) ❑ Employee pet accounts & discounts ❑ Hospital vs NVA benefits ❑ 401K Transition Payroll Team Total Rewards Transition Manager DVMproduction @nva.com benefits@nva.c om 401K@nva.com

Team Engagement

❑ Assimilation Meeting with Support Staff ❑ Schedule time for training at the front desk and Technicians (observe current client experience, workflow, etc.) ❑ Shadow DVMs (During wellness exams, procedures, etc.) and

MDVM Peer Development Partner

Financials

Invoice Processing System (IPS)

Complete the following modules on Talent Unleashed:

❑ Interpreting Your Statement of Operations Report ❑ Managing Labor Costs ❑ Navigating NVA Financial Reports and Quiz ❑ Financial Folder (H:Drive) ❑ Statement of Operations (SOO)/SOO Analysis ❑ Revenue by Category - PY And Budget ❑ Revenue and Supplies - PY And Budget ❑ Facilities and Admin - PY And Budget ❑ F & A Tracker ❑ DVM Prod & ATC ❑ NVA VISA ❑ Quickbase Revenue & Labor Tool expectations & access. How-to video and FAQ here: https://transition.nva.com/revenue-laborreporting

Password: TransitionDog2021 Peer Development Partner

❑ IPS Training Video ❑ Email Rory.Peters@nva.com to schedule training ❑ See more details in Transition Onboarding Guide ❑ ECR, WIT and invoice review ❑ GL Codes – Chart of Accounts Transition Manager/SC

Support Partner(s)

nvaaccountspaya ble@nva.com

Objective Activity/Tasks Support Partner(s)

Human Resources

Vetcove Login & Training

Inventory

Controlled Drugs/DEA

DVM Employment Agreements

JV Site

Insurance Coverage

❑ Employee File Guidelines ❑ Location and security of employee files ❑ Review current employee roster and status (FT, PT, etc.) ❑ Current scheduling process – who/when/what ❑ Process for employee PTO requests and tracking ❑ Attendance & CE tracking process ❑ COVID-19 Resources Password: woof2020 ❑ HR Document Library ❑ Performance Management Forms ❑ Performance Documentation and Coaching ❑ Termination Resources ❑ Employee Assistance Program (EAP) ❑ Human Resources/People & Talent Services Overview ❑ HR Webinars Information ❑ Leaves of Absence and Accommodations ❑ Review I9 Forms (current and compliant?) ❑ Pre—Employ Drug Screenings & Background Checks ❑ Pre-Employ Page ❑ Background Checks & Drug Screening Information ❑ Discuss hospital employee review/appraisal process, including best practices for staff raises Transition Manager Field Leader HR@nva.com Divisional HRBP

❑ Review Vetcove ❑ https://transition.nva.com/vetcove pw: TransitionDog2021 Transition Manager www.vetcove.com

❑ Review current hospital ordering processes and protocols ❑ Weekly Ordering, Receiving, Invoices ❑ Review Inventory process ❑ Avimark Inventory Topics (if site uses Avimark) inventory@nva.com Peer Development Partner

❑ Drug Log Policy ❑ Reverse Distributor ❑ Inventory—how is it handled/where located? HR@nva.com Peer Development Partner

❑ LOI versus Employment Agreements (new and amendments) ❑ Review current EAs ❑ Review Salary and Production ❑ CE, PTO, Etc. Transition Payroll Team

❑ If applicable, partner with Field Leader for key NVA

Support Center Contacts and partnership logistics Field Leader

❑ Review who to contact for Professional Liability

Insurance/General Liability Insurance ❑ See Transition Guide for more info Transition Manager

Objective Activity/Tasks Support Partner(s)

Accounting

Marketing Overview

Conference Call Schedules

Field Leader Alignment

IT Cybersecurity Training

Hospital Meetings, Structure & Schedule

❑ Review Accounting Video & FAQs, including: ❑ Wells Fargo/Brinks Courier Service ❑ Payroll Costs Versus Labor Costs ❑ PIMS VS. SOO and Flash Report ❑ Accrual Versus Cash ❑ Method of Accounting ❑ Cost of Sales ❑ EBITDA and Net Income ❑ Petty cash ❑ Cash drawer ❑ Deposit process and expectations ❑ Bad debt ❑ Elavon Terminals/Credit Card Processing ❑ Misc. cash reports Peer Development Partner

❑ Marketing Onboarding, including: ❑ Introduction to Marketing ❑ Birdeye Training ❑ Social Media Training & Social Media 101 ❑ PAW Training ❑ Ally DVM Training ❑ Hospital Social Media Access & Best Practices ❑ Facebook/Instagram/Twitter access ❑ Facebook Best Practices Password: woof2020 Marketing@nva.com Peer Development Partner

❑ What/when are Divisional Calls and what is expected from you? ❑ Schedule HM Bi-Weekly Leadership Call w/ Peer

Development Partner ❑ Schedule weekly 30 min touchbase w/ MRO to cover onboarding progress and support needed ❑ What/when is NVA Community Call? ❑ Any other divisional calls/communication schedules? Field Leader Peer Development Partner

Meet with Field Leader to cover the following: ❑ Divisional protocols/processes ❑ PTO Requests/Time off ❑ Field “WHY” and your “WHY” ❑ HM Competency Matrix – Key Expectations of the Role MRO or DL

Complete IT and Cybersecurity Trainings: ❑ NVA Cybersecurity Site Peer Development Partner Cybersecurity@nva.com

❑ MDVM ❑ Associate DVMs ❑ Staff one-on-ones ❑ Departmental Meetings – CSR, Techs, DVMs, etc. Peer Development Partner

Objective Activity/Tasks Support Partner(s)

Workplace Safety ❑ OSHA Resources & Materials ❑ Disaster Preparedness Guide ❑ Safety Handbook ❑ Workers Compensation Resource Peer Development Partner HR@nva.com

Labor/Compliance ❑ All in One Employee Poster Posted ❑ Network Poster Posted ❑ Doctors Licenses Posted ❑ Worker’s Comp Insurance Info Posted

Avature – Hiring & Recruiting

❑ Avature Self-Service Portal Trainings, including: ❑ Overview of Avature Hiring Hub ❑ Requesting a Requisition ❑ Managing Candidates to Review/Interview ❑ Self-Service Hiring Portal Overview ❑ NVA Job Descriptions Field Leader Peer Development Partner

DVM Recruiting 101

❑ Best Practices ❑ LOIs ❑ Employment Agreements (EAs) ❑ Opening new DVM requisitions ❑ Avature ❑ Schedule touch base with Divisional DVM recruiting partner Division Recruiter Peer Development Partner Field Leader

BOARD BI

❑ Board BI Training Landing Page and Resources: ❑ Accessing Board BI ❑ Drilling Down to the Invoice Level ❑ Accessing Transaction-Level Detail ❑ Key Reports – Reference Document Email helpdesk@nva.com for login information and/or access issues Peer Development Partner

Home Delivery ❑ GP Connect Home Delivery Training & Resources Password: woof2020

Transition Manager HR@nva.com NVAClaims@tnwinc.com

Client Financing ❑ CareCredit and Scratchpay ❑ Pet Insurance

Continuing Education (CE) & Training opportunities

❑ What does the division/NVA offer? Vendors? ❑ What dental training is offered? ❑ VetBloom ❑ PennFoster

AVIMark/PIMS ❑ AVImark - Home (nva.com) ❑ AVImark Basics Curriculum – 18 modules ❑ Period Totals ❑ Period Totals for Doctor Production ❑ Income by Treatment for Doctor Production ❑ Collections/Accounts Receivables ❑ Unposted Transactions

Vendor logins & Relationships

❑ Vendor Logins (Covetrus, etc.) ❑ IDEXX VetConnect Plus ❑ Diagnostic Imaging Software Peer Development Partner helpdesk@nva.com CMTeam@NVA.com

Peer Development Partner

Field Leader Peer Development Partner LD@nva.com

helpdesk@nva.com Peer Development Partner

Objective Key Activity Facilitator(s)

Budget Season Overview

❑ What to expect for budgeting ❑ Annual capex budget process ❑ Off-cycle capex purchase process/approvals Field Leader

Annual Price Increase

❑ Annual Price Increase Process ❑ Inventory Markup Process

Facilities and Utilities

❑ Maintenance/Facilities ❑ Landscaping/Contracts ❑ Warranty Information ❑ Facility Lease/LL Contact Info Peer Development Partner Field Leader

Legal Support ❑ Legal Department Resources

Cost of Goods (COGs) Preferred NVA Vendors

Marketing Deep Dive Topics

Client Experience Programs

PAW

❑ NVA preferred vendors (see Transition Guide) ❑ How to calculate COGs ❑ Best Practices for impacting/improving COGs ❑ COGS Act Vs. BUD Vs. PY (Financial folder) ❑ Vendor rebates – maximizing, tracking, Apr/Oct Peer Development Partner Inventory@nva.com

❑ Online Booking Tool Training & Resources ❑ New Doctor Marketing Kit ❑ Attracting New Clients Toolkit ❑ Client Referrals—”Share the Love” Toolkit ❑ Photography, Exterior Signage, Marketing

Foundation Checklist ❑ Easy Editor – NVA Website Updates ❑ Social Media @ Marketing Planners ❑ Design depot/printed materials ❑ Paid search ❑ MORC/Call center ❑ On Hold Messaging Self-Guided marketing@nva.com gp-connect Password: woof2020 Peer Development Partner

❑ Net Promoter Score & FixIt Training ❑ Secret Shopper Overview

❑ Pet Annual Wellness Plans (PAW) overview

Community Team ❑ Meet Your Community Team, including culturebuilding tools, well-being resources, and retreats

MAB (Medical Advisory Board)

❑ Explore the Medical Advisory Board, including key projects and resource library, Veterinary Voice,

Medical Competencies Framework Self-Guided

Annual Review Process

❑ Understand annual review process, timing, and key performance metrics Field Leader

Employee Engagement

❑ Understand annual employee engagement process and site’s historic results Peer Development Partner

Legal@NVA.com (Include Division Leader)

marketing@nva.com

Self-Guided

Self-Guided

Field Leader