New Employee Checklist Builder
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CHECKLIST ITEMRESPONSIBILITYSTATUS
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HR ActionManager ActionEmployee ActionIT Action
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Employee Information
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Full nameXComplete
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TitleXIncomplete
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ID numberXNot Applicable
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Profile photoX
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Alternative emailX
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Cellphone numberX
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Emergency contactsX
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Forms and Documents
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Signed Copies:X
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Terms & conditions of employmentX
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Offer of employmentX
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Forms for completion:X
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Direct deposit formX
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W-4 formX
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I-9 formX
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Benefits enrolment formX
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Insurance enrolment formX
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Company policies and procedures:
X
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ConfidentialityX
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LeaveX
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Termination of employmentX
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Health and safetyX
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SecurityX
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VisitorsX
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Internet and phone rules of usageX
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OvertimeX
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Dress codeX
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Conduct and disciplinary proceduresX
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Grievance proceduresX
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Performance standards and reviewsX
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Employee handbookX
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Job descriptionX
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Welcome and Introductions
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Welcome emailX
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New team member announcementX
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Team introductionsX
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Office Access and Navigation
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Building access cardX
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Parking access cardX
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Office mapX
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Office tour:
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RestroomsX
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Parking X
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Copy roomX
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CafeteriaX
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PrintersX
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Supply roomX
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HRX
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Kitchen X
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Coffee stationX
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Emergency exitsX
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Meeting roomsX
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Workstation Setup
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Hardware:
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LaptopX
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Laptop standX
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Desktop computerX
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Desktop screenX
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CablesX
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PlugsX
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TelephoneX
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PrinterX
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MouseX
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KeyboardX
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Stationery:
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PensX
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PencilsX
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NotebookX
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Sticky notesX
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StaplerX
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CalendarX
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Paper clipsX
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Desk chairX
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DeskX
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Telephone directoryX
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Voicemail setupX
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Intranet accessX
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Printer accessX
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Wifi loginX
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Software and Applications
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Software installations:
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Microsoft Office/Office for MacX
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Time trackingX
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AntivirusX
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Design softwareX
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Video editing softwareX
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VideoconferencingX
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Online application access:
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Research databases (e.g.Emerald Insight)
X
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Productivity tools (e.g. Asana)X
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Communication apps (e.g. Slack)X
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CRM tools (e.g. HubSpot)X
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HR tools (e.g. BambooHR)X
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Learning Management SystemsX
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Collaboration tools (e.g. Google Drive)X
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Analytics tools (e.g. Tableau)X
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Onboarding Training
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