Project template for the office
Employee onboarding checklist with every task dated from the day you start
A new admin or operations hire's first month: access, the systems, the processes, the people.
- 4 sections
- 20 tasks
- Opens as a list
- Dated from day 1
Onboarding: [name]
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Day one
- Accounts and accessDay 1Urgent
- Email and calendar
- This app
- Insurer portals
- Shared drives
- Door access
- Desk, laptop, phoneDay 1
- Walk through the office and introduce everyoneDay 1
- Lunch with the teamDay 1, 12:30
Week one
- Process: case submission and trackingDay 2
- Process: servicing requestsDay 3
- Process: claimsDay 4
- Process: the monthly closeDay 5
- End-of-week check-inDay 5, 16:00
Week two
- Process: compliance filing and recordsDay 8
- Process: events and the roadshow calendarDay 9
- Shadow the front desk for a morningDay 10
- First task owned end to endDay 12High
Day 30
- Day-30 check-inDay 31HighWhat was never explained? What takes longer than it should?
- Write down the one process that was not documentedDay 32
About this template
Support staff run the office and nobody writes down how. This project is the first month for one hire: the accounts and access on day one, each process walked through in the first two weeks, and a check-in at thirty days.
Tips from the template
- Share it with the new hire and assign the learning tasks to them.
- Each process task should link to where the process is written down; if it is not, write it.
- The day-30 check-in is where you find out what you never explained.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Support staff onboarding and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Run it with the dates filled in.
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