Pre-start
Establish new hire in the onboarding spreadsheet
Purpose Make sure we don't miss a step when onboarding Responsible Party Office Manager Inter...
Background Check via Worksmart
Purpose Manage risk and protect people. Responsible Office Manager or Operations Manager. Int...
Send What to Expect email
Purpose Give the new hire confidence and clear next steps for Day 1. Responsible Party Office ...
Send Worksmart info email
Purpose Collect information to establish the new hire in Worksmart. Responsible Party Office M...
Create new hire's Google and Microsoft accounts
Purpose Issue a company email (the root identity for logins) and baseline app access. Responsib...
Add to ninety.io
Purpose Include the new hire in EOS tools (accountability, L10s, scorecards) on Day 1. Responsi...
Email signature
Purpose Branding and consistency. Responsible Maria (for now) Interdependencies New hire...
Stock preferred snacks
Purpose Make the new hire feel welcome by honoring their stated snack/drink preferences. Respon...
Create schedules for the new hire’s first two weeks.
Purpose Provide structure for the onboarding period. Responsible Party Office Manager Interde...
Schedule 30/60/90-Day Check-Ins with Manager
Purpose Create a steady cadence for mutual feedback, support, and course-correction during the f...
Order Business Cards (Sales/BD)
Purpose Equip BD team members with business cards to share contact info, signal brand credibilit...
Prepare workstation
Purpose Ensure the new hire has space and resources on their first day. Responsible Party Offi...