Ensure the person has the correct software and computer access required to start work on the first day. If the employee requires a company laptop or cell phone, ensure you start on Hiring Manager, Immediate Set up phones, upon this process a few weeks ahead. security pass, IT support, Cell acceptance of computers Phone provider offer Computer software licenses-check with your IT provider to set up emails and access/forbidden sites such as Facebook, LinkedIn during business hours. Immediate Business cards can take a week to have ready. Ensure you IT Support/HR upon Order Business Cards confirm their email address and cell number once you have Manager acceptance of if required obtained that information. offer Sample Check list for Accounting/Payroll Onboarding Employees 1.Receipt of employee Includes: Start date, rate of pay, tax forms signed, benefit Payroll Start Date or sooner package start date (or waived) probationary period if any, vacation entitlement, emergency contact info 2. Enroll in payroll & Set-up in your payroll system and benefits program payroll date or sooner benefits software Arrange to meet new employee to explain benefits programs if applicable 3. Probationary Period Ensure you diarize the probationary period 1 week before HR & Hiring Start date or sooner the review is to be done so you can meet with the hiring Mgr. manager to prepare in advance 4. Update Budgets If this is a new hire, ensure you update your financial accounting Start date budget for the extra cost. Reflect change if this is a replacement person. 5. Cancelled cheque or Obtain banking information if direct deposit. Obtain a payroll Start date banking information cancelled cheque for accuracy. First Week Completion Task Additional Information Owner Date
Set up phones, security pass, computers Ensure the person has the correct software and computer access required to start work on the first day. If the employee requires a company laptop or cell phone, ensure you start on this process a few weeks ahead. Computer software licenses-check with your IT provider to set up emails and access/forbidden sites such as Facebook, LinkedIn during business hours. Hiring Manager, IT support, Cell Phone provider Immediate upon acceptance of offer Order Business Cards if required Business cards can take a week to have ready. Ensure you confirm their email address and cell number once you have obtained that information. IT Support/HR Manager Immediate upon acceptance of offer Sample Check list for Accounting/Payroll Onboarding Employees 1.Receipt of employee package Includes: Start date, rate of pay, tax forms signed, benefit start date (or waived) probationary period if any, vacation entitlement, emergency contact info Payroll Start Date or sooner 2. Enroll in payroll & benefits software Set-up in your payroll system and benefits program Arrange to meet new employee to explain benefits programs if applicable payroll date or sooner 3. Probationary Period Ensure you diarize the probationary period 1 week before the review is to be done so you can meet with the hiring manager to prepare in advance HR & Hiring Mgr. Start date or sooner 4. Update Budgets If this is a new hire, ensure you update your financial budget for the extra cost. Reflect change if this is a replacement person. accounting Start date 5. Cancelled cheque or banking information Obtain banking information if direct deposit. Obtain a cancelled cheque for accuracy. payroll Start date First Week Task Additional Information Owner Completion Date