Guru's Verification engine ensures consistency, confidence, and trust in the knowledge your organization shares. Learn more.

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

🔥Trending templates you might like:
203 Free Business Templates
Bread's Internal Process and Standard Operating Procedures Template
You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.