Integration Check List

New Employee Information:

Full Name: / Initials:
Position: / Start Date:
Office location: / Extension Number:
Mirror after who? / License Status:
Who will their Mentor be? / #:
Workstation Number: / Last 4 of SSN:
Other: / Email address:
Notary Yes or No? / Alias account
Task / Notes / Date Completed
HUMAN RESOURCES / Offer Letter
Email to New Hire re Integration Expectations (w\ requirement’s – middle initial, etc.)
Prepare New Hire Packet
Forward New Hire Checklist to all involved (see section headers)
Create Integration Schedule
Schedule Meeting Roomsas needed
After Email Setup
Schedule IT Training –Request Sent
Schedule Conflict Search Training – Request Sent
Schedule Copy Center Training – Request Sent
Schedule AIM Functionality Training – Request Sent
Schedule Lunch w/ Guide Team – Request Sent
Schedule Lunch w/ Mentor– Request Sent
Schedule History Tour– Request Sent
Schedule Time for New Hire Introductions
Add to Meeting Calendar Notification
HUMAN RESOURCES / Update Building Security/ Lobby Directory:
Ordering Building Access
Order Stairwell Card
Order Parking Card
If appropriate:
Create FEDEX Login
Issue Private Office Keys
Order Lockbox
Print out Phone and Map
E&O
Program Phones email
Send Welcome Email
Send email w/Payroll Experts link
Add name to Birthday Card list
Collect all Benefit forms:
New Hire Press Release
Order Business Cards
Build Bios
Update Website with Assistant Information
Update other professional listings
HR / Enter into HRIS
Complete PAF w/ benefit elections for Payroll
Notify benefits broker representative w/ eligibility date
ACCT / Create Network User name
Allow for creation of personal Workspace
Email to IT the user workspace Numbers (Timekeepers Only )
AIM Functionality Training
Information Technology / Will they need any extra programs?
☐ Workshare compare☐ Snag it☐CollectMax☐ Drop Box
☐ Remote Access☐ Dragon☐ Eclipse☐DataPrompter
☐ E-transcriber (all)☐ Digital Dictation/Secretary test
Provide access to another’s:
☐ Calendar☐ Contacts ☐ Tasks ☐ Matters
Create user account with default password
Create U Drive
Add log in Script to User account
Give access for outside email
Setup with DataDr Customer Portal
Create IMAN User account
Ready Exclaimer Signature (AD setup)
Ready PC
Create and Add Welcome to desktop screen
Outlook – Add Tips and Tricks folder to Favorites
Install computer
Install E-transcriber
Send Helpdesk Etiquette Email
Add Payroll link to PC (Ensure all have same icon)
Set-up eFax
Assign Printer/Test
Email distribution groups
Provide access to appropriate Calendar, Contacts, Tasks
TRAINING / Add user info to LMS
Schedule post-Integration Training Schedule
Send welcome email for next steps in Job Training
Invite new hire to courses assigned
Track license # and renewal dates
RECEPTION / Welcome Sign for Entry
Update Floor Plan
Update Phone list for Ext. and who they are being supported by
Add contacts to marketing/sales database
Email updated Phone Info
ADMIN / Clean workspace and set up supplies
Prepare list for additional supplies order
Mail Cart - add name
Copy Center\Procedure Training
Assembler Integration Binder (see Table of Contents)