Template
New Employee - Manager's Checklist
Socialization
Notify your department of the new hire
Send via email to department
Cope the new employee, if appropriate
include start date, what their job veil be, and employee bio
HUMAN RESOURCES
Contact your HR professional
Ensure ETRAC is created
Obtain benefits packet and information
Determine needed payroll information
Submit payroll documentation
Work Space
Clean the work area
Pull together basic office and/or desk
Have key made/order card access (if appropriate)
Verify working computer (if appropriate)
Order business cards, name tag and name plate (if appropriate)
Provide basic office supplies
TECHNOLOGY ACCESS AND RELATED
Order computer
Conduct computer tech team to have the system set up m advance
Consider software needs of the rob such as:
Calendaring system
Email platform
Daily software needs
Printer connections
Departmental portal and network access
TRAINING/DEVELOPMENT
Enroll the employee in the New Employee Onboarding.
Arrange pertinient trainings required for the lob
Examples could include:
People Soft
HIPAA
Skillport
Specialized software
Saftey
Stretch break software
This creates a private checklist in your account.