Embedded Files
A special page for our newest team members.
On-boarding Timeline
On-boarding Timeline
Welcome to the team! Below you'll find your on-boarding road map. Below are your weekly tasks. We reccomend not skipping ahead, as tempting as it may be. ;) It's a lot of information and our hope in spacing it out is that it feel more managable and allow for a deeper understanding.
Before your first day!
Before your first day!
Tackle these tasks before your first day!
Sign the Employment Agreement form via Hellosign - look out for an email.
Gusto Startup - lookout for a start-up email.
Enter your banking information to set up direct deposit.
Complete I-9 form.
2. Make sure to bring 2 forms of identification with you on your first day.
Day 1
Day 1
Day 1 To Do:
Complete employee forms
Employee handbook
ND/Confidentiality
I9 - two forms of identification
Office Tour
Get Entry code
Workplace Culture
Take Ideal Team Player Assessment
Create Slack Login and complete to do list.
Learn about Feedback
Introduce yourself to the team! Post in #claritysocical channel.
Week 1
Week 1
Week 1 To Do:
Explore Admin Website
Review Office Policies - quiz
Learn about KPIs -quiz
Questions will arise, check out the FAQs Page to see if you can find the answer there.
Check out the Clarity Perks Page
Check out the Incentives /Gamification Page
Customer Service Overview
Our best admin are compassionate sales person in disguise.
Week 2
Week 2
Week 2 To Do:
Phone and email training
Etiquette
Learn scripts/templates
Insurance Training
Learn how to verify benefits
Schedule monthly meetings with Molly/Office Manager
KPIs
6. Get your picture taken!
Write Bio Draft Bio draft should be very closely modeled after the ones on our website.
Take a look at the Administrative Staff on our website. Typical format is a short paragraph about yourself, your administrative superpowers, education information, and a few fun facts.
Page updated
Google Sites
Report abuse