Onboarding checklist
- Office email address
- Office workspace access
- office signature template
- Office backdrops for client meetings
- Ask IT for logistics details of workstation
- Request for employee id
- HRMS access
- Payroll access
- PMS access
- Documentation access
- Product wiki access
- Download antivirus (take help from IT team)
- Download IT compliance software (take help from IT team)
- Setup password manager like https://passwords.google.com/
- Ask for group health insurance policy
- Ask for personal accidental insurance policy
- Ask for Payroll setup and access
- Ask or 30-60-90 day onboarding plan
- Share details for insurances of insured members, nominees, etc. Recommended: https://asana.com/resources/30-60-90-day-plan
- Ask for PMS (performance management tool) access Example: https://www.keka.com/performance-take-a-tour
- Sharing videos and short documents for onboarding to avoid multiple and long meetings
- Declare IT & FBP in Payroll
- Complete IT compliance process
Abbreviations
- PMS: Performance Management System
- HRMS: Human Resource Management System