ZNA New Joiner Checklist
This checklist is designed to assist new joiners with the onboarding process.
If you have questions about the tasks on the checklist, contact your local HR Representative.
Select (Ctrl + Click) a tab below to see the items to complete:
Before Arrival
Task
Please review:
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The New Joiner Welcome Letter
The Global New Joiner website, and
The Zurich North America Welcome
website
U.S. Employees:
Complete Section 1 of the Electronic I-9. New
Joiner receives email from AURICO, at personal
email address with instructions.
(Must complete within 1 business days.)
Canada Employees:
Complete Required Paperwork:
 Provincial Tax forms
 TD-1 Tax Form
 Employee Consent Form
 IT Security Policy and Guidelines
Additional Information
Topics in the Global New Joiner website include:
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Complete?
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Zurich New Joiner Overview
Our Industry
Our Business
Our Customers
Our People, and
Our Community
Your manager will receive an email from AURICO, with login information. Your
manager or other designee will review the information you provide in Section 1:
Employee Information when you report for work.
Link: I-9 website
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Review the I-9 Lists of Acceptable Documents for what to bring with you for Day 1.
Manager completes Section 2 of electronic I-9 form. (Remember to bring the
documents necessary for Section 2 of I-9 with you on Day 1.)
Complete and fax to your Human Resources Representative:
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Fax number: 416-586-2999
Complete Recommended Paperwork:
 Direct Deposit Form (with voided check)
(Note: All documents are emailed to you with
your job offer letter)
Review Benefits materials
Sign up for benefits within the first 30 days of your start date. A hard copy of benefit
choices is sent to you with your employment letter.
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Page 2
Day 1 Tasks
Task
U.S. Employees:
Show your manager the required
documentation for Section 2 of I-9
Additional Information
Complete?
By law, Zurich is required to complete the I-9 at the actual beginning of your employment. You must
show documents from the I-9 Lists of Acceptable Documents when you report to work.
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Link: I-9 website
U.S. Employees:
Complete State & Federal Tax
Forms (W-4)
Indicate your federal & state withholding exemptions through GEMS. If you do not make an election,
both will default to Single with 0 exemptions based on your home address listed in the system.
Payroll will also set up any applicable local taxes.
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Go to: GEMS > ESS > Personal Information > Tax Withholding Info (W4)
U.S. Employees:
Proprietary Agreement
(Found in new hire packet)
Fax to HR Service Center:
U.S. Employees (if remote):
Managers and employees are responsible for keeping an updated list of Company property and
equipment when an employee telecommutes. (Please work with your manager to complete.)
Complete and review with manager
the Company Property and
Equipment Checklist.
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Phone: 888-599-3636 (If in Schaumburg or the DDC, call extension 4580.)
email: hr.service.center@zurichna.com
HR Service Center:
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Phone: 888-599-3636 (If in Schaumburg or the DDC, call extension 4580.)
email: hr.service.center@zurichna.com
U.S. Employees:
If not completed through GEMS, employee will receive live check to current home address on file.
Complete bank information details
on GEMS through Employee Self
Service.
Go to: GEMS > ESS > Personal Information > Bank Direct Deposit
Direct Market Sales Only Sign Employment Agreement
Fax to HR Service Center:
(Located in new hire packet for
employees joining this BU.)
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Phone: 888-599-3636 (If in Schaumburg or the DDC, call extension 4580.)
email: hr.service.center@zurichna.com
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Page 3
Day 1 Tasks (Continued)
Task
Telecommuter Only:
Additional Information
If you telecommute or work an alternate work schedule, please complete the form and discuss with
your manager. Link to the Telecommuter Agreement: Click to view the Telecommuter Agreement
Complete?
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Sign the Telecommuter Agreement
Fax to HR Service Center:
Set up Zurich website password in
Lotus notes.
 Phone: 888-599-3636 (If in Schaumburg or the DDC, call extension 4580.)
 email: hr.service.center@zurichna.com
This allows access to Channel Z. Please note that it may take up to four hours to initialize.
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Global IT Helpdesk:
Update your Channel Z profile with
your expertise and photo.
 United States: 1-866-655-2422
 Canada: 1-866-259-6290
Important: This action triggers other applicable passwords to be emailed to you like your GEMS
ID/Password:
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1. Open Internet Explorer. The default homepage is the Channel Z log in page.
2. Log in to Channel Z
3. Click “Update my Profile” in the left hand column of the homepage
4. Click “Edit my Profile”
Click here to view an article about the Channel Z Employee Directory.
Set up phone voice mail.
Follow the instructions in the voicemail guide for first time login and greetings.
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Canadian Employees:
Under Canada’s Anti-Spam Legislation (CASL) all commercial electronic messages (CEMs)
must indicate the identity of the person/entity sending the CEM.
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All employees must attach a
signature to their Lotus Notes
(desktop) email, as well as email
sent by their job related mobile
device.
Instructions for creating signatures in Lotus Notes and for mobile devices can be found on the CASL
page in the Canada section of Channel Z.
Global IT Helpdesk: Canada: 1-866-259-629
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Page 4
Day 5 Tasks
Task
Review Welcome to Zurich North
America email.
Additional Information
Complete?
This welcome email will provide you with an overview of important systems and include a
review of Channel Z and other tools.
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The left hand column of the page contains links to tools, resources and guides for new joiners.
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Review the online job aid Essential
Zurich eTools - an Introduction.
Review New Joiner Program page on
Channel Z to secure any additional info
you might need.
Set up your work station.
The far right column has links to other sites of interest to new joiners.
Channel Z > Human Resources > Welcome New Employees
Use the guides on the Channel Z Ergonomic page to assure your work space is comfortable
and safe. This tool helps evaluate ergonomic needs.
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Links to Tools:
 Ergonomic Self-Assessment Tool
 Ergonomic Self-Help Tools and Contacts
***If applicable, establish your profile in
Ariba, the purchasing/expense report
system.
On the Ariba login page, click the Setup Ariba Profile link in the left hand column.
***If applicable, update your employee
profile in eZtravel (if traveling for
business).
eZtravel Tools:
 eZtravel Home Page
 eZtravel Quick Reference Guide
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***If applicable, order an AT&T
Connect web/phone conferencing
account.
Scroll to the bottom of the ZNA AT&T Connect Conferencing - Resources Page and click the
link “Request a New AT&T Connect (WebConference) Hos t Account.”
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Link: Ariba Home Page
ZNA AT&T Connect Conferencing Info Page
If applicable, order an American
Express Company Credit Card.
***If applicable, order business cards
through Ariba.
Review the American Express Corporate Card policy. Click here to view policy.
For U.S. Employees: Set up email
access on personal device (if applicable)
Direct employee to BYOD website for detailed instructions.
Ariba Home Page. Or, look for and click this icon on the Channel Z homepage:
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*** Note: Must have an active Zurich website password in Lotus Notes to access Channel Z before this task can be completed.
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Page 5
Day 10 Tasks
Task
Additional Information
Complete?
If you are a new joiner who is a new
Required to complete within 90 days.
manager, review and complete your new Path to GEMS: GEMS > GLMS > My Career > My Learning
manager required training assigned to
you in GLMS. This must be completed
Click here to visit the Required Training website.
within 90 days.
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Review Channel Z
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Channel Z pages to review:
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Review key HR systems
Home page
Compliance Office
Human Resources tab
Our People tab
BU/SSU Subsites tab
Review informational websites of HR systems below:
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GEMS Tools and Guides
GPMS Group Intranet site
GPMS Tools and Resources
GLMS Tools and Resources
Review Zurich Ethics Line information
Review: No Retaliation Policy and Ethics Hotline Information.
Ethics Line website
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Review Conflict of Interest policy and
meet with manager to learn how to
identify a Conflict of Interest.
Complete the Conflict of Interest
questionnaire
This is located on the Compliance Office site.
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You will receive an electronic copy of the questionnaire via email from the Compliance Office
with instructions for how to complete and submit it online.
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Review the Zurich Basics e-Book
Links to the Zurich Basics e-Book: (English and French)
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Zurich Basics (English)
Zurich Basics (French)
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Page 6
Day 30 Tasks
Task
Register for and Complete the
assigned Zurich New Joiner
knowledge check.
Additional Information
Locate and register for the knowledge check assessment in the Assigned Training section of your
Zurich Academy online homepage. A passing score of 70% is necessary to complete it.
Complete?
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GEMS sign in page (Then Employee Self Service > My Career > My Learning.)
Complete medical benefits
enrollment.
Benefits enrollment MUST be completed within the first 30 days of hire.
GEMS sign in page. (Then Employee Self Service > Benefits and Policies.)
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Or, contact the HR Service Center:
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Phone: 888-599-3636 (If in Schaumburg or the DDC, call extension 4580.)
email: hr.service.center@zurichna.com
Review performance objective Review Objective Setting Handbook.
setting guidelines in
preparation for objective setting
 ZNA Handbook in English
conversation with manager.
 Group Handbook in French
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Meet with manager to
determine annual objectives
and enter them in the Group
Performance Management
System (GPMS).
Objectives must be set within your first 30 days*.
 Objective Setting Quick Reference Guide
 Objective Setting Information and Resources page
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Create an Individual
Development
Plan (IDP).
As part of Zurich’s commitment to Our People, your continuous learning is supported through the IDP.
Discuss opportunities and resources with your manager and explore Zurich Academy online for ideas.
GEMS sign in page (Then, Employee Self Service > My Career > My IDP.)
*If you are hired 10/01 or later, no performance plan is required for the current performance cycle, unless
you are a transfer from a related employer with no break in service.
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"Helping our People to be the Best” Handbook
Zurich Academy online: GEMS sign in page (Then Employee Self Service > My Career > My Learning.)
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Page 7
Day 90 Tasks
Task
Additional Information
Complete?
Register for and Complete the
Locate and register for the survey in the Assigned Training section of your Zurich Academy online
assigned Zurich New Joiner 90 Day homepage.
Survey.
GEMS sign in page (Then Employee Self Service > My Career > My Learning.)
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Participate in manager/new joiner
conversations.
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Manager will set up and schedule with you throughout your first 90 days.
Complete required department
specific tasks.
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