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Internal – New Employee Onboarding (Copy)

Internal – New Employee Onboarding (Copy)

1
Employee information
2
Teams and group selections
3
Computer & Axiom submission
4
Other workstation hardware
5
Software setup
6
Final Notes

Employee information

Employee Information:

Please answer the following questions about the new employee to begin the internal onboarding process.



Teams and group selections

Select Microsoft Teams and SharePoint access

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    Full Team
  • 2

    Accounting Team
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    Applied Insurance Advisors
  • 4

    Benefits Team
  • 5

    Communications Team
  • 6

    HR Team
  • 7

    Leadership Team
  • 8

    Marketing Team
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    Onboarding Team
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    Payroll Team
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    Recruitment Team
  • 12

    Sales Team

Computer & Axiom submission

Computer Setup

Before submitting a request to Axiom, we need to secure a computer which will be used to setup the employee’s workspace profile. 


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    The computer has been connected to wifi / internet
  • 2

    Email logged in to receive the Axiom software session link

Microsoft Setup

Axiom must add an additional user license to our Microsoft Office 365 platform. We can notify them of a new hire and request that they add the employee to our user list using the email form below.

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    Ticket submitted to Axiom

Other workstation hardware

Other hardware for workstation:

Verify that any other hardware needs for the employee have been managed.

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    Monitors
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    Headset
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    Keyboard & mouse
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    Necessary cables

Software setup

Software Checklist

IMPORTANT – Only move forward after a new Microsoft user profile has been created with an active email account.

Please select all of the new employees software needs. Choose Yes or No for each software selection.

Zendesk 

Notify Billing Admin of added user. Once a license has been added, the user profile can be setup and assigned to the corresponding ticket groups.

Process Street

A user admin needs to log into the Process Street company dashboard and invite the new user via email. 

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    The employee has been invited to Process Street

CloudTalk 

Log into the CloudTalk admin dashboard and purchase an additional seat (if one is not currently available), then setup a new user profile. Assign the appropriate ring groups as well as the default outgoing number. 

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    User profile setup
  • 2

    Call groups assigned in the user settings
  • 3

    Outgoing number assigned in the user settings

Adobe Acrobat

Navigate to the Adobe Admin Console at https://adminconsole.adobe.com/ and login. Click on the Add User quick ink.

Click on Products > Acrobat Pro > Add Licenses

Follow the prompts to add more licenses for Acrobat Pro to our account, and then assign the license to the new user. The user will receive an emailed invite to log into their new account and setup Acrobat Pro on their computer.

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    A license for Acrobat Pro has been added and an invitation has been sent

Final Notes

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