Open in TheBrain

Rippling - HR, Payroll, IT

From: Kevin Smith <ksmith@rebalancehealth.com>

Date: Fri, May 3, 2024 at 9:14 AM

Subject: Copy of our Contract with Rippling

To: David Goddard <dgoddard@rebalancehealth.com>, Katy DeRado <kderado@rebalancehealth.com>

Cc: Stephanie Arnold <sarnold@rebalancehealth.com>

Hi David and Katy,

Please can you share a copy of our contract with Rippling.

I would like to understand what all we have signed up for with Rippling, and what our rollout timeline is.

I ask because there are areas where modules/functionality provided by Rippling may overlap areas that may be provided by Connetic, for example, device management, as well as areas we are looking to cover either ourselves or along with Connetic, such as antivirus.

Good news is that Connetic has worked with several clients that have deployed Rippling, so they are familiar with Rippling's capabilities.

Thank you!

5/3 - Katy:

Absolutely! Can we review all these details next week?

Rippling is focusing on payroll right now and we have the whole month of May still to continue working through our implementation/setup process. We wont be addressing their IT module until AFTER we have made the migration to Microsoft.

I’ll put some time on our calendars for next week.

5/2 - kms:

Next week will be fine, thanks. Perhaps Thu or Fri, after the dust of the Google To Microsoft Migration has settled!

Knowing what we have signed up for and will be getting as part of Rippling will help prevent duplicate work, such as rolling out antivirus if that will be included as part of Rippling.

Thanks

May 9, 2024, 3:00 PM Meeting with Katy.

Setting this time aside for us to review the RIPPLING implementation steps regarding IT and teamwide/employee applications.

Attached is our contract – feel free to reach out or stop by if you need additional details.

The IT setup details that I know as of today (5/6/24) is we will start with the app setups for microsoft & slack – and the deadline for completing our IT/apps setup is 5/16/24.

Attached is an info sheet for your review.

I am reaching out to my implementation manager today to get a lot more details on this section and will forward all that info to you for your review as well once received.

If you want me to ask anything specific, please feel free to slack me

Refer Documents / RH - Rippling / Rippling Subscription Contract.pdf

Refer Documents / RH - Rippling / RH_240506_RIPPLING IT Setup & Integration_Slack & Microsoft app details.docx

Contract Summary:

Need to know:

r

Stephanie:

Where are devices managed? Where are serial number managed? How will we track devices?

We still don’t have AV, even those asked.

New hires - current

Mac - Justin purchases, brings in, connect to Connetic.

PC - person chooses, Justin approves, device shipped wherever person is, Connetic connects

When people leave, let Connetic in, offboarding protocol.

kms: Get onboard / offboard protocols from Connetic.

Josh:

At this level, Rippling will purchase and assign a license.

This is where we should stop.

Beyond this is installing of applications, etc.

Perfect point to stop. Beyond this, Intune takes over. And we already have Intune based on our MS Business Premium license.


Rebalance Health x Rippling | Apps & Devices Review - Tuesday, May 14⋅1:45 – 2:20pm

Event Name: Rippling App/Devices Review Call

This call is to review any questions you may have on installing Apps from the Rippling App Shop.

If these items are not complete prior to the scheduled call, the call will be rescheduled. The below tasks are a required prerequisite to this call:

Required Implementation Setup

Identify and begin installing applications from App Shop.

Required Webinars

Call Agenda

Resources

Rebalance Health | Application Management Call with Micaila Dice Thu May 23, 2024 10:30am - 11am (MDT)

Event Name: IM Application Management Call

Description/Instructions:

This call is to review any questions you may have on installing Apps from the Rippling App Shop.

The below tasks are a required prerequisite to this call. If these items are not complete prior to the scheduled call, the call will be rescheduled.

Required Implementation Setup

Required Webinars

Call Agenda

Resources


Need to know:

Stephanie:

Where are devices managed? Where are serial number managed? How will we track devices?

We still don’t have AV, even those asked.

New hires - current

Mac - Justin purchases, brings in, connect to Connetic.

PC - person chooses, Justin approves, device shipped wherever person is, Connetic connects

When people leave, let Connetic in, offboarding protocol.

kms: Get onboard / offboard protocols from Connetic.

Josh:

At this level, Rippling will purchase and assign a license.

This is where we should stop.

Beyond this is installing of applications, etc.

Perfect point to stop. Beyond this, Intune takes over. And we already have Intune based on our MS Business Premium license.

David: we can start to discuss applications/integrations + security + antivirus today, Keneisha is bringing in one of her IT specialists to join the call for 15 minutes - they will both be taking notes on our questions and then we can schedule a more in depth call later this week or next week

May 14, 2024, 1:43 PM

Keneisha Brown. Sales? Someone else will be account manager.

Hunter Willis - IT Speciallst.

Domain registration - was with Google.

Keneisha working with Hunter on how to migrate from Google to Microsoft.

Security Admin

No Devices, No SentinelOne AV. But may need to come with Device Management. IOW, MDM and SentinelOne have to come together.

But can onboard, will see licenses.

Apps = Microsoft.

Slack - will become moot.

1Password - Rippling is a reseller.

SSO - can turn on.

On first kick-off call, will talk through setting up Microsoft.

Email integration, etc.

Keneisha:

We can start integration with apps that are in the app shop, e.g. Slack. Can set up SSO, etc.

Keneisha sent over an article re MDM.

MDM does work with Macs. They all have Macs.

Will enforce app updates.

Hunter will provide more details.

Next steps:

Set up the kick-off meeting with Hunter. tue

Calendly link : Calendly - Hunter Willis

Needs to include Microsoft domain registration.

MDM

Full tech stack e.g., Marketing

App setup how does it work

Set up my profiel.

Apps - for Katy, practicing app

Quickbooks

LinkedIn

Bill.com

ZipRecruiter

May 21, 2024, 1:30 PM App Management Kickoff{nl}This call is to walk you through the key features and functionalities of Rippling's App Management offering.

We will focus on integrating your email provider app on our first call.

The below tasks are a required prerequisite to this call. If these items are not complete prior to the scheduled call, the call will be rescheduled.

Required Implementation Setup

-Prepare list of applications to integration with Rippling

Required Webinars

-Third Party Integrations (https://rippling.zoom.us/rec/share/utB8DbXcqm5IXYny8nvBfYEYWY3GT6a8gHAe-foMyUaYcwtp-xaP0rQ6mOmt8coR)

Summary:

-Application Provisioning and SSO / RPass (https://rippling.zoom.us/rec/share/4_JcFpP99HNLT7fE0W2FV_B7J6vmX6a82yZPqKBczhmQWtlkTYEUQIrb8ZyQh35G)

Summary:

Resources:

Help Center for App Management (https://help.rippling.com/s/topic/0TO4o000000HspSGAS/apps)

Run Webinars every week.

5/20 email to Katy - discussion points for the Rippling call. Katy forwarded to Rippling.

The list of issues and questions I would like to run by Hunter during the Rippling App Management Kickoff call tomorrow:

Follow Ups (Hunter)

Next steps

May 28, 2024, 1:30 PM call with Hunter

Microsoft Intune.

May 31, 2024, 2:04 PM call

Next Steps re MDM
Katy: We need to digest internally. Won’t move within a month.

Rippling team will send quote for MDM

Test deploying MDM on an existing Mac.

6/5 call with Hunter and Katy:

6/21 email to Hunter cc Katy:

I know that you have worked on preventing this, but I am still getting the "Upcoming RH tasks" emails, which should not be the case.

6/21 - Hunter:

Hey Kevin,

Could you reach out to our support team to tackle this? They should be able to pinpoint the issue.

On the Rippling home page there should be a support button in the top right.

Thank you!

June 21, 2024, 2:13 PM - Chat witih Rippling:

kms: I continue to receive "Upcoming <company> Tasks" emails, even though I should not be.

In his onboarding role, Hunter Willis worked on this, and asked me to contact Support.

Chat: Click on your account icon in the top-right corner of Rippling and select Account settings. 2. Go to the Notifications tab. 3. Click the Edit button in the Notification Preferences section. 4. For Task Reminders, select Never to turn the notifications off. 5. Click the Save button to save the changes.

This should stop the emails from coming through. If you continue to receive them after making these changes, please let me know!

kms: I have done that. It's somewhat of a symptomatic fix, but will do. Thank you.