AL Refs: HNB04, AMG04, ACL11
Purpose
The Onboarding Checklist ensures key steps are followed for a complete, consistent, and effective onboarding process for employees and contractors (if applicable). The onboarding checklist is often used to satisfy security and compliance requirements including tracking the approval of the new users access and set up tasks, background checks,
Example Onboarding Checklist
Hiring Manager
This checklist is the overall responsibility of the Hiring Manager (HM) to ensure timely completion, that all steps are completed by the responsible and accountable owners as applicable, and any exceptions are appropriately approved and documented.
New Hire
The New Hire (NH) is responsible for completing the steps of the checklist and following up with the responsible and accountable owners as applicable to ensure completion in a timely manner.
Accountable Owners (Acct)
Accountable owners are responsible for determining the appropriate requirements and obligations related to the steps specified below, including approving any exceptions or exemptions to these steps.
Responsible Owners (Resp)
The responsible owners are those responsible for execution of the steps specified below.
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Step
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Acct
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Resp
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Completed on/by:
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Reference Check: through the recruiter or directly by the hiring manager.
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PW
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HM
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Employment Contract: Complete & Execute (template below).
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PW
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HM
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Order Equipment: Check preferences with NH and order Apple device and accessories
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PW
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HM
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Access Set-up: Create Accounts for:
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PW
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HM
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Employee Forms: Complete new employee forms (attached in under Employee Information and Forms).
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EV
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NH
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Google MFA: Set-up
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|||
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Drata Onboarding: Sign in to Drata, sign in with AL email and complete onboarding steps (read and sign policies, install Drata agent, security awareness training)
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PW
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NH
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1Password: Install 1Password on your device and in your Chrome browser
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PW
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NH
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Google Workspace: Set up email-signature, make calendar visible, add photo to account
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HM
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NH
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(Optional) Linkedin: Update profile for AL role, post about starting with AL, follow clients
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HM
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NH
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(Optional) Loom: Record a team intro video, tell us about yourself!
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HM
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NH
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Hubspot: Set-up meeting link, upload photo, integrate with Gmail for email tracking
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HM
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NH
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About AssuranceLab: Read our vision, values and about us:
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HM
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NH
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Xero Set-up: Complete Xero set-up
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EV
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EV
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Airwallex Set-up: Add Airwallex expense card
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EV
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EV
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AL Merch: Post or arrange AL merch for the new hire
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EV
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EV
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Record Reference check: Add reference check evidence into Drata (see below guide)
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PW
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HM
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Team Set-up: Add to meeting invites, mailing lists, and set-up performance meetings
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NLT
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HM
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Work Allocation: Allocate clients, responsibilities, conduct initial on-the-job training
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HM
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HM
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Vision and Values Intro: Meet with NH to communicate our vision and values
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NLT
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NLT
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ESOP: Add to employee stock option plan in Cake
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PW
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PW
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Check in: Touch base with NH to check onboarding effective and any feedback
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NLT
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HM
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1 month check in: Schedule a check-in one month into the role
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NLT
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HM
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Completion: I confirm all above steps are appropriately completed, any exemptions are approved, or remaining steps are non-time critical to be completed in due course.
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NH
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NH
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Completion: I confirm all above steps are appropriately completed, any exemptions are approved, or remaining steps are non-time critical to be completed in due course.
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HM
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HM
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