Employee Onboarding Checklist (For Management)

This doc is just a checklist to help management onboard new team members


  • Employee needs to set up access to the following systems
      • Appfolio (send them a login)
      • FUB (send them a login)
      • Basecamp (send them a login)
      • Helpscout (send them a login)
      • OpenPhone (send them a login, ask them to download app. If setting up a new number, then the number needs to be registered.)
      • MLS (login on Important Info sheet)
      • Google Voice (login on Important Info sheet)
        • Have them test call/text
      • ActivTrak (send them a login via ActivTrak + ask them to set up the agent)
      • Grammarly (set up their own personal account via their TOP email)
      • Grasshopper (login on Important Info sheet)
      • DocuSign (login on Important Info sheet)
      • Gmail (send them a personal login)
        • Need to set up inbox whatever way helps
        • Inbox zero/batching 
      • If outside of the US: Set up VPN
  • Email Groups
    • Add employee to any relevant email groups (leasing@, all@, etc)
  • Send resources
      • Vacancy spreadsheet
      • TOPM important info
      • TOPM sensitive info (for PM only)
  • Branding
      • Email signature
      • Appfolio signature 
  • Development
      • Do they need a typing course?
  • Wiki review
    • Ask them to review all the wikis in 'General Policies'
    • Ask them to start standups immediately
  • Send introduction to team
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