Checkli

Template

New Employee - Manager's Checklist

Template

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.