1. _____ Welcome: Letter (Report To)
NEW EMPLOYEE CHECKLIST
Employee Name(s): Tim D. (Cont Imprv Mgr), Jane L. (BSS), Liz M., (BSS) Start Date: 1/16/07
I.New Hire – Pre-Integration
_____Update or Create Job Description
_____Update Turnover List (open positions)
_____Post Position
_____DiSC/Caliper Profile
_____Check References
_____Copy of Resume
_____Update Recruiting Wins List
_____Letter of Understanding
_____Letter Encl-1– Benefit Summary
_____Letter Encl-2 – Contribution Info
_____Letter Encl-3 – Personnel Anncmnt Form
_____Letter Encl-5 – W-4 (Tax Form)
_____Letter Encl-6 – I-9 (Empl Elig Form)
_____Letter Encl-7 – HIPAA Initial Notice
_____Understanding Confirmation
_____Complete New EE Info Gathering Form
_____Copy of Offer Letter to DL
_____DJF Personal Note (2wks prior)
_____DJF Letter w/CD (2wks prior)
_____DJF Letter w/ CW Sheet (1wk prior)
_____Letter to Inform of Integration (SLS)
_____Create Personnel File
II.Integration Planning
Prior to Week 1
_____Integration Schedule
_____Coordinate Mentor Lunch
_____Send Invites to Managers
_____Ask Teams to be avail.
_____Ask Facilitators to honor time
_____Assign Mentors/Trainers
_____Coach Mentors; give EE Info
_____Give RCQ copy of Welcome Memo
_____
_____Session Outlines printed/organized
_____EE Handbook reviewed & updated
_____EE Handbook printed
_____Integration Binder reviewed
See Table of Contents for Binder
_____Give Each EE a Spiral Notebook
_____Integration Binder printed
_____Cathy W.: OBM Reports/Charts
_____Logins/Passwords/Access Codes
_____Int’gn Session Handouts Prepared:
_____Voice Mail (to Larry)
_____MS Outlook (to Chris LaDelfa)
_____Int’gn Feedback Forms to Larry
_____Maureen: Office Key
_____Maureen: Mail Bin
_____Maureen: Fax Folder
_____Maureen: Fax Kastle to add new EEs
_____Maureen: Update Key Fob List
_____Maureen: Make lunch reservation?
_____Maureen: Order Basic Supplies
_____Maureen: Name Plate
_____Tina:Order Business Cards
_____Maureen: Revise Organization Chart
_____Maureen: Revise Seating Chart
_____Maureen: Welcome Poster(s) (3)
_____Maureen: Set Up Desk & Assign File Cab
_____Maureen: Welcome Plant/Flower
_____Jason:Workstation wiring
_____Jason:Order new phone
_____Sharyn: Assign Phone Extension(s)
_____Jason:VM & Temp Access Code(s)
_____Jason:VM add to distribution groups
_____Marion: Revise Time Expected Back
_____Revise Extension List Alpha First Name
_____Revise Extension List Alpha Last Name
_____Updated Extension lists at New EE Desks
_____Distribute Extension lists & Schedule to all (incl. Training Rm & Kitchen)
_____Buy QBQ Book(s)
_____RSI Give-Aways Secured
_____Jason: Order new computer
_____Jason: Computer Set Up & Software
_____Jason: E-Mail (Add to group lists)
_____Larry: BrokerDB Access
_____Beth K.: RSI University
_____Set ID & Password
_____Create Learning Plan
_____Any Referrals? Buy gift cards/certs.
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_____Sharyn: Prepare “Forms” Receipt Checklist
_____Sharyn: Prepare Benefits Folders
_____Checklist of Benefits/Forms
_____RSIconnect.com Intro
_____History of Benefits at RSI
_____Supporting Docs (cards/outlines)
_____FLSA Sheets (time sheets, etc.)
_____Create/Deliver OFFENSE Playbooks
During Week 1
_____Presenters have been coached
Day: 1 2 3 4 5 6
_____CPW:Send Voice Mail to new EE
_____SLS: E-mail Week 1 Self Asmnt Form
_____Daily Gifts Presented:
_____Day 1: Welcome Plant
_____Day 1: RSI Keychain
_____Day 2: Water Bottle?/RSI Pad
_____Day 3: Mug/Candy Package
_____Day 4: Coins for Snack
_____Day 5: RSI Bag
_____Day 6: Book: ______
_____Finalize After Integration Dept’l Training
_____CPW: Send new EEs calendar invites:
_____OBM Huddles
_____Current B-Day Celebration
_____Team Meetings
_____Dept. Meetings
_____All Employee Meeting
_____Events/Parties Scheduled
_____Training Scheduled (CW, OBM)
_____Other: ______
_____Other: ______
_____CPW:Update License Book
_____CPW:Update License Expiration Chart
_____Update HR Software (Access/RSIconn.)
_____SLS: Set appt with AFLAC Rep
_____SLS: Add tasks to Franklin Planner
_____Benefits Enrollment
_____2-month Lunch with DJF
_____Update QNJ Stats (Self Asmnt)
_____Arrange for Meeting with Previous Integration Class
1-Month Tasks:
_____Schedule Post-Integration Trng:
Phone, Mail, Packages, Recepts
After Week 1
_____MPW: Update “Face Board” with photos & personal information
_____SLS: Schedule Mentor Feedback Mtg.
_____SLS: Update Forms Rec’d Checklist
_____ SLS: Personnel File Set Up
_____ SLS: Benefits File Set Up
_____ SLS: Confirm New Hires on Invoices (benefits)
_____Bio for PR / News release (to CraSwney)
_____Mgrs: Bio for Client Teams
_____Publish RSI Employee List (name/address)
_____Corporate Credit Card (?)
_____MPW: Order file cabinet (if needed)
_____SLS: Enroll EEs in Benefits
_____SLS: Send applicable COBRA notices _____SLS: Thank EE for Integration
Suggestions (from Wk 1 Self-Asmnt)
_____Tina: Order RSI Apparel
III.Additional Education Planning
_____Franklin Planner / Personal Organization
_____Collaborative Way: 2-day
_____Collaborative Way: Playing to Win
_____OBM (3 x 1.5 hour sessions)
_____Team Training
_____Ethics Training
_____DiSC Training
_____Outlook
_____ZyWave
_____BrokerDB
_____Goldmine
_____ROAM Training
_____RHU/REBC/CFP Designation
_____NJ Life/Health Licensing
_____CE Credits for License
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