Skip to content

Instantly share code, notes, and snippets.

@anushshukla
Last active October 12, 2023 19:57
Show Gist options
  • Save anushshukla/3b6cf42b4d438f8b28a74a008c8b813b to your computer and use it in GitHub Desktop.
Save anushshukla/3b6cf42b4d438f8b28a74a008c8b813b to your computer and use it in GitHub Desktop.
Onboarding checklist

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
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment