Recently Updated Pages
Order Business Cards (Sales/BD)
Purpose Equip BD team members with business cards to share contact info, signal brand credibilit...
Schedule 30/60/90-Day Check-Ins with Manager
Purpose Create a steady cadence for mutual feedback, support, and course-correction during the f...
Email signature
Purpose Branding and consistency. Responsible Maria (for now) Interdependencies New hire...
Add to ninety.io
Purpose Include the new hire in EOS tools (accountability, L10s, scorecards) on Day 1. Responsi...
Create new hire's Google and Microsoft accounts
Purpose Issue a company email (the root identity for logins) and baseline app access. Responsib...
Send What to Expect email
Purpose Give the new hire confidence and clear next steps for Day 1. Responsible Party Office ...
Background Check via Worksmart
Purpose Manage risk and protect people. Responsible Office Manager or Operations Manager. Int...
Prepare workstation
Purpose Ensure the new hire has space and resources on their first day. Responsible Party Offi...
Create schedules for the new hire’s first two weeks.
Purpose Provide structure for the onboarding period. Responsible Party Office Manager Interde...
Establish new hire in the onboarding spreadsheet
Purpose Make sure we don't miss a step when onboarding Responsible Party Office Manager Inter...
Send Insight Report to liaison to distribute prior to Leadership Meeting
Purpose We aim to have a productive discussion, and we find it's more successful after leaders h...
Send Worksmart info email
Purpose Collect information to establish the new hire in Worksmart. Responsible Party Office M...
Closing an Interview in QuestionPro
Purpose Closing the interview disallows people to submit responses after the end date. Respons...
Close Survey in QuestionPro
Purpose Closing the survey disallows people to submit responses after the end date. Responsibl...
Create survey links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the...
Create interview links + add to the Participant List
Purpose Create a personalized link for each participant so their variables are embedded in the...
Building and Editing Interview Content
Purpose To ensure the interview is error-free and the display logic works correctly (if applicab...
Jargon + Acronyms
Google doc providing definitions of commonly used jargon + acronyms.
Work Anniversary
Purpose This should be celebratory - a thank you to the employee for their work and contribution...
Individual Annual Planning
Purpose This meeting is both a review of performance in the last year, holistically what was ach...