Financial Center New Hire Onboarding Checklist This document serves as a list of activities for you to complete with your new employee including corresponding time lines and a list of tasks HR will complete. EMPLOYEE INFORMATION HR Task List Name: Kelsey-Letitia Sanders Nickname: Start Date: New Hire Start Date Preferred Name Checklist to HR: Deadline to Complete. Position: Contact Center Rep. Manager: Rob Syck Manager Tasks Before Start Date ☐ Contact Candidate to Congratulate ☐ Complete New Hire Checklist to HR o Location o Parking o Date, Time o Greeter ☒ Select New Hire Mentor - Lindsey Robertson START DAY PREPARATION Workspace Location: Needed: 2nd floor cubical in contact center area Verify Start Date Assign Required Acknowledgements Assign Required New Hire Paperwork Background Check Contact New Hire on First Day logistics Pre-Hire Prep. o MIS Helpdesk Per NH Checklist o Facility Helpdesk Security Badge Other Requests o Marketing Helpdesk Name Badge Other Requests ☐ Office Furniture Completed ☐ Keys Key for Cubicle drawer ☐ Door Plate N/A ☐ Special Need N/A ☐ Other Wireless Headset, Speaker Work Space Set up ☒ Desktop ☐ Laptop ☒ Phone ☒ Office Supplies Ordered ☐ Remote Setup ☐ Other: Wireless Headset, Speaker MIS Software ADP Access Misc. ☒ Network ☒ Corelation Direct Reports ☐ Logo Wear $0 N/A ☒ Other: See Attached Indirect Reports ☐ Corporate Credit Card Credit Limit ☐ Mobile Phone Use N/A ADP Permissions Basic User Give to Manager on:____ ___ Security Badge Name badge Swag Bag Roadmap Before Start Date Bring to Manager o MIS Credentials o Security Badge o Name Badge o Office Name Plate o Swag Bag o New Hire Roadmap Contact New Hire o Verify Start Date o Communicate meeting location, time and who to meet, dress code, parking ☐ Business Cards ☐ Press Release ☐ Other: Click to enter text. Assigned Training/ Acknowledgements General Curriculum Job Specific Curriculum Other Acknowledgements The first day for a new employee can be overwhelming, with a flood of new faces, introductions, and information to help them gain familiarity with their new environment. To help ease the new hire into his/her role, it is important to focus the first day on the employee’s individual work space, navigating the office itself, modes of communication, use of equipment, as well as office expectations. FIRST DAY SCHEDULE HR Task List First Day Activities should include: Introduction to Mentor Meet the Team Gathering (Lunch, Breakfast, Meeting) Send a Welcome to Team Email to your Staff NH sets up log in for CUNA.org, NAFCU.org Facility Tour o Workspace o Location of Printers o Rest and Break Areas o Emergency Evacuation and Safe Areas One on One with Direct Supervisor Agenda Items Show employee the workplace, their workstation and equipment. o Their computer must be ready! Introduce the new employee to key officials, fellow workers, and if applicable, to those whom they will supervise. Talk about pay and pay periods, time and attendance, types and accumulation of leave, and how to request leave. Goals And Objectives For The Role Current Department Projects VALUE Statements Management Style, Communication Style How the new hire prefers to receive feedback, How they can best work together Answer any immediate questions the employee may have Go over New Hire’s First Week Schedule Forward Meeting evites and other scheduled activities Make copies of I-9 credentials and complete I-9 Form Suggested First Day in Department Schedule Meets with New Hire: 10:00 Greet New Hire and Introduce to Team 10:30 Facility Tour, End at New Hire work space 11:00 Assist New Hire with sign in set up, Network, Outlook, Intranet, Interaction Client, Other 11:30 Enter Activity 12:00 New Hire lunch w/Mentor, Boss, Others 12:30 Enter Activity 1:00 Enter Activity 1:30 Allow time for the employee to settle in and review all of the information provided to him/her throughout the day. 2:00 Enter Activity 2:30 Enter Activity 3:00 Enter Activity 3:30 One on One with Direct Supervisor Meeting 4:00 Enter Activity 4:30 Enter Activity Get I-9 Copies from Manager Providing structure for a new hire’s first week tells them that you are ready for them and that their onboarding is a priority. Creating an agenda ensures that your excited new employee doesn't get lost in the shuffle - a surefire way to drain their initial enthusiasm. Keep in mind that the first week is all about making sure your new hire is invested in the culture of the organization and reinforcing the value you see in them, for the long and short term. Providing this structure can help a new hire feel informed and prepared for each next task or meeting, even when you are busy completing your own tasks. Give your new hire clarity and in return you will have a new team member that feels connected to the team and motivated to contribute. FIRST WEEK SCHEDULE HR Task List Suggested First Week Activities Schedule with Key People Give the New Hire any initial assignments. Touch base each day to ensure they are settling in. Check equipment assigned to the employee is functioning and answer related questions. Ensure the employee has met with key colleagues. Invite the employee to connect with company social media accounts. Ensure the employee is on schedule with training. Set up their calendar and fill in all recurring meetings and events Schedule regular meetings to keep the employee engaged. Thursday Enter Activity Friday Enter Activity Monday Enter Activity Tuesday Enter Activity Wednesday Enter Activity Get I-9 Copies from Manager Assign Curriculums to NH SYSTEM RESPONSIBLE FOR SETUP WHEN TO SETUP Network Keystone/Corelation Interaction Client TalentLMS HR Service Center/ADP AutoPilot Client Central E Form Requests EServices Admin Tool Image Point WebExtender Fast Docs Penley Partner Care VISA Online Department Verafin Concen Virtual HR – MIS Helpdesk HR- MIS Helpdesk HR – MIS Helpdesk HR – Dawn McLeaster HR – Kat Slauzis Rob Syck Rob Syck Rob Syck Rob Syck Rob Syck Rob Syck Rob Syck Adair Brier Rob Syck Self setup Rob Syck Rob Syck Before Start Date Before Start Date Before Start Date On Start Date Before Start Date After Start Date After Start Date After Start Date After Start Date After Start Date After Start Date After Start Date After Start Date After Start Date After Start Date After Start Date After Start Date EMAIL GROUPS RESPONSIBLE FOR SETUP WHEN TO SETUP Dept.email@example.com firstname.lastname@example.org Dept.email@example.com firstname.lastname@example.org HR HR HR HR Before Before Before Before – – – – MIS MIS MIS MIS Helpdesk Helpdesk Helpdesk Helpdesk Start Start Start Start Date Date Date Date NOTES Outside direct line needed Send email address and last 4 of Social Security # NOTES All new hires will be assigned the General Curriculum on their third day of employment. The General Curriculum includes the training that is required for all staff regardless of their position or department. The curriculum covers compliance and regulatory training, as well as training on MIS systems used in the Credit Union. They have 21 days to successfully complete all of the training topics. Any additional training needed should be addressed in the Job Specific Curriculum section. General Curriculum Technology Duration: 18 hours Fraud / IT Security HR Policies Succeeding In Your New Position Deadline to Completion 21 days Regulations Other LYNC Meeting Quick Reference Guide 2021 Information Security Policy (Through ADP) 2019 Employee Handbook (through ADP) Becoming More Professional through Business Etiquette Regulatory Alphabet Soup Introduction to the World of Credit Unions ZOOM - Getting Started with Zoom The Goal of Information Security Preventing Workplace Violence Build Relationships in Your First Days on the Job Regulation Reggie Customer Identification Program Providing Effective Internal Customer Service ZOOM- How to Join a Zoom Meeting - Video Requires YouTube - Written Quick Guide Available What Is Fraud? Sexual Harassment: A Matter of Respect Make a Strong Impression in Your First Month Regulation Reggie Regulation CC Expedited Funds Availability Act Build Patience as a Customer Service Provider Keystone Basics Training The Importance of Reporting Fraud Professional Conduct: Supporting an Environment of Respect Participate in Meetings as a New Employee So, You Know All About BSA, Right? Effective Internal Customer Service Interaction Client Guide Spot the Red Flags of Fraud 2021 Code of Conduct All staff Training Start Things Off Right with Your Manager Regulation Reggie - Privacy of Consumer's Financial Information Act Robbery and Security Policy (through ADP) Regulation Reggie - Truth in Savings Active Shooter Training Code of Conduct (through ADP) Employee Handbook (through ADP) The Job Specific Curriculum should contain all of the training and resources available for a new hire to succeed in their new position. Training can include: Instructor Led Training/ Classroom Online Training Job Shadowing On-the-job Training Written Procedures/ Policies JOB SPECIFIC TRAINING In addition to General Curriculum Corelation & Systems Training Procedures Member Service Soft Skills Regulations Other 30-60-90 Plan Priorities Learning Goals Performance Goals 1. 1. 1. 2. 2. 2. 3. 3. 3. 4. 4. 4. 1. 1. 1. 2. 2. 2. 3. 3. 3. 4. 4. 4. 1. 1. 1. 2. 2. 2. 3. 3. 3. 4. 4. 4. 1. 2. Personal Goals 3. 4. 1. 2. 3. 4. 1. 2. 3. 4.