Tessa Kopren Employee Name*Step 1 - Start Date Upon acceptance of employment offer, determine a start date (BD) Sign Employment Agreement (BD) Step 2 - Onboarding Designate work station (KC) Order and/or set up equipment and software, if needed (KC) Connect to server (KC) Connect to printers (KC) Set up e-mail (KC) Provide network passwords Other special needs or requirements (BD & KC) Update phone extensions and voicemails (KB) Print phone extensions for phone and distribute (KB) Print phone cheat sheet for new employee (KB) Set up Quickbooks, Insperity, CPA (BD) Set up Function Fox account (AC) Supply office key (KB) Step 3 - Day 1 Office tour and team introductions (BD & KC) Provide New Employee Onboarding piece (Caliber swag) (AC) Complete Employee Application (provides Caliber with emergency contacts) (BD) Review Employee Handbook PDF with new employee (BD) Review Employee Agreement with new employee (BD) Review Simple IRA with new employee (BD) Review Health Insurance with new employee - if employee declines health insurance, sign Health Insurance Benefit - Declined document (BD) Review Supplemental Insurance option with new employee (BD) Ensure Employment Agreement (from Step 1) gets signed and filed in employee records (BD) Ensure At-Will Employment Agreement/Acknowledgement of Handbook Employment (last page of Employee Handbook) gets signed and filed in employee records (BD) Ensure Eligibility Form I-9 gets signed and filed in employee records (BD) Ensure W-4 gets signed and filed in employee records (BD) Ensure Direct Deposit gets signed and filed in employee records (BD) Ensure copy of driver's license gets signed and filed in employee records (BD) Review role, team, workflow, expectations (BD & KC) Share association memberships and events - where and how does Caliber participate (BD & KC) Phone demo (KB) Explain Production Meeting and Stand Ups - what they are and how to prepare (AC) Assign a buddy (BD & KC) Step 4 - Day 2 Function Fox demo - watch videos (AC) Function Fox demo - overall usage of Function Fox (AC) Function Fox demo - tracking time (AC) Review blog work processes (AC) Review client list, background, services provided, annual plan (BD & KC) Review preferred vendors (AC) Set up e-mail signature (AC) Step 5 - Sharing the News Take employee photo (JZ) Have new employee complete employee Q&A (AC) Write bio version for SDAF and Argus Movers and Shakers (MA) Send bio to SDAF (sdadfed@sdaf.org) and Argus Movers and Shakers/SF Business Journal (info@sfbusinessjournal.com) (AC) Write bio version for Caliber website blog and post (MA) Write bio version for social media and post (MA) Have new employee complete Color Personality (AC) Review current employees' results with new employee (AC) Review new employee's results with current employees (AC) Add new employee to SDAF association (AC) Add check-ins to Google calendar for 1 week, 1 month, 3 months, 6 months (AC) PhoneThis field is for validation purposes and should be left unchanged.PhoneThis field is for validation purposes and should be left unchanged.
