Onboard Checklist

Use this checklist to get every team member on board

Complete Checklist Below (PRINTABLE)

• Job offer sent and returned

  • Date Sent:______________

• Set up email

• Set up ZInspector with common login (if needed)

• Set up Service Fusion

• Prepare for employee’s first day

  • Create/Update Maintenance Manual

  • Print/Email New Employee Docs

    • Share google printers with them, show them how to print

• Employee’s First Day!

  • Hand over new employee docs, printed from here or email to them

  • Hand over RepairPro Onboarding Sheet

  • Complete Service Fusion training

  • Complete Google Chat Training

  • Company Directory/Org Chart Review

  • Complete Uniform Policy Review & Request Uniform

  • Collect new employee docs and Copy of ID

  • Life Cycle of a Job Review

  • Review maintenance manual and how to check Our Ways for answers

  • Take headshot for Id badge with phone or camera if available.

  • Email headshot to ryan@vaught.in for website, badge and HR file

  • Make sure they take with them the Time of Hire Pamphlet about Worker’s Comp

  • Answer final questions

  • Send out to first job show them how to view it in Service Fusion

• Completing New Employee Set Up

  • Update company directory

  • Update answering service

  • Update on-call list

  • Order any shirts/uniform needed

    • Ordered:______________

  • Order Id badge

    • Ordered:______________

  • Scan over new employee Docs and ID to book keeper

• Follow Up New Employee Steps

  • Hand out shirts/uniform

  • Order credit card (if necessary)

    • Ordered:______________

    • Before handing over card, expense training needs to be completed and signed off on my supervisor