Looking for the offboarding checklist? Click here: Offboarding Checklist Template
<aside> 🤔 This is a template you can duplicate into your own workspace for everything you might need to onboard a teammate. To use it, click “Duplicate” in the top right-hand corner.
I hope this helps you out!
-Regina
</aside>
Manager: Please fill out the following so we have as clear information as possible. Please update the name of this document as seen below.
Link to Recruiting Tracker Notes: [write here]
Full legal name: [write here]
Preferred email address for offer and payroll: [write here]
Physical address (no PO Boxes): ****[write here]
Mailing address (if different): [write here]
Phone number (and method of contact, e.g.: WhatsApp): [write here]
Total compensation (cash + equity): [write here]
Cash compensation: [write here]
Equity compensation: [write here]
Start date: [write here]
Title of role: [write here]
Manager: [write here]
[ ] Offer letter
Send the new hire an offer letter. (I recommend using Agora because I’ve had nearly 100% acceptance rate sending offers from that platform.) Have them accept via written response.
Store those documents securely in a single place (e.g.: Dropbox or Google Drive.)