01
New Hire Paperwork
0/6
Employee NDA
Completed via BambooHR
I-9 (Employment Eligibility)
Completed via BambooHR
Federal Tax Form (W-4)
Completed via BambooHR
State Tax Form
If applicable — completed via BambooHR
Handbook Acknowledgement
Completed via BambooHR
Telecommuting Policy & Guidelines
Completed via BambooHR
02
Technology & Equipment
0/9
Laptop
Monitor × 2
Keyboard
Mouse
Docking Station
Login Credentials
Email Signature Created
Follow company guidelines — link in your welcome email
All Company MS Teams Access
MS Teams Phone Active
Click "Calls" tab — if you see a dial pad and work number, you're set
03
System Access
0/8
BambooHR
HRIS — PTO, timesheets, org chart, benefits. Log in with your company email.
All new hire paperwork signed
Mobile app downloaded
Paychex Flex
Payroll — pay stubs and tax forms. Check personal email for setup link.
Personal information verified
Direct deposit set up
Employee Navigator
Benefits enrollment. Eligible on the 1st of the month after hire. Check personal email for setup link.
Benefits selections made
SAP Concur
Expense, travel & invoice management. Setup email sent to your company email.
Compass
Internal communication & collaboration platform.
Company LMS
Learning Management System — company fundamentals training. Login instructions sent to your company email.
Dark Trace
Email security — monitors for phishing. You'll receive digest emails of blocked messages. Check here if expected mail hasn't arrived.
HubSpot (CRM)
Used by all departments. Contact helpdesk if access issues arise.
Logged in and verified access
Profile photo added
04
Required Training
0/3
Essentials Certification
11 modules, self-paced, ~4.5 hours. Located in the LMS. Must complete within 30 calendar days of hire.
All 11 modules completed
Certificate downloaded and emailed to HR
HR Training — Inspired eLearning
Diversity, Privacy & Data Protection, Workplace Essentials. ~1 hour. Login sent to your company email. Must complete within 5 working days of hire.
All modules completed
ZoomInfo Certification
Required for roles using ZoomInfo. Complete in the LMS.
05
Day 1 Meetings
0/4
MNS Group (IT)
Early AM — equipment check and account login verification. If not on your calendar, contact your HR coordinator.
HR Representative
After MNS — paperwork confirmation, Handbook, Org Chart, Expense/Travel Policy, Benefits overview.
IT Tools Setup
After HR — assigned tools, Microsoft Office setup, security policies, file management.
Your Manager
After Bob — department and role-specific onboarding begins.
06
Department Tools — request access as needed
0/17
Adobe
Design, video, docs — All departments
Canva
Visual content — Marketing
Chilli Piper
Meeting scheduling/routing — Customer Success, Facilitation
DealIQ (Auctus.IQ)
Sales performance platform — Sales, Customer Success
Engagli
Virtual meeting/event platform — Facilitation, Customer Success
Fathom
AI meeting recorder/transcriber — All departments
Highspot
Sales collateral — CS Enterprise, Facilitation, Marketing, Product
Humantic AI
Buyer intelligence — As needed
Monday.com
Project management — As needed
Net Suite
Accounting software — Accounting only
Qualtrics
Experience management — Customer Success
Synthesia
AI video creation — Product
Vidyard
Video recording platform — All departments
Vimeo
Video hosting — As needed
Yoodli
AI speech coaching — As needed
Zendesk
Customer ticketing — Learning Technology, Marketing
Zoom
Video conferencing — Sales, Customer Success, Growth & Development
07
Future Access
0/1
Empower Retirement (401k)
Auto-enrollment at 90 days. Access granted 60 days after hire. You'll receive a notice 30 days before enrollment with opt-out instructions.