Template: Onboarding Document, Equipment and Systems Checklists

This checklist outlines the general items that apply to every employee as well as team-specific apps. If you have any questions about a specific checklist item follow up with the person via Slack (like @Statler for Gmail).

Org-Wide

Salary/Wages/Mandatory Agreements

Use this section to outline what every employee needs to sign/submit, and indicate the portal/database [ex: Gusto, Zenefits, ADP] in which that needs to happen. Examples are below.

• Document - PORTAL

• W4 - ADP

• Direct Deposit -

• I-9 -

• Non-Compete/PIIA -

• ISO Grant/Agreement -

• Information Security Policy -

• Workplace Guide -

• Insurance Enrollment/Waiver -

• Additional Benefits Enrollment/Waiver -

Equipment/Facilities

Use this section to outline what every employee will be provided. Examples are below.

• Desk and Chair

• Laptop

• Monitor/Keyboard/Mouse/Laptop Stand

• Building keys/access cards & office suite keys

• Headset (if applicable)

Internal Applications

Use this section to outline what every employee will be provided, and who can grant access. Examples are below.

• Application - Owner

• Gmail, calendar and drive - @statler

• Zoom - @statler

• Guru - @statler

• Expensify (Expense Reports/Reimbursements) - @waldorf

• Slack (Internal Communication & Collaboration) - @statler

• Openpath - @statler

• Asana - @statler

• Sonos (Music) - download the app here, no permission needed 🎵

Individual Teams

Sales Team Apps

• Salesforce - @sterling

• LinkedIn Sales Navigator - @cooper

• Gong - @sterling

• Calendly - @derek

CS Team Apps

• Zendesk - @janet

• Intercom - @janet

• Calendly - @derek

Marketing Team Apps

• Hubspot - @peggy

• Adobe Creative Cloud - @peggy

• Ahrefs - @draper

Engineering Team Apps

• AWS - @scotty

• Clubhouse - @geordi

• Pull Reminders - @miles

• Geekbot - @stamets