Explore the efficient Keller Williams Onboarding Process, ensuring a smooth transition from application submission to first-week duties completion.
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Submit application form and documents for review
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Initial data entry for onboarding
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Approval: HR officer to validate application
4
Access and review Keller Williams procedures and code of conduct
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Complete online basic training
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Approval: Training Officer
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Set up workplace station with required technology
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Introduction to team and other departments
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Create and activate single sign-on for Keller Williams systems
10
Badge and access card generation
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Receive welcome pack and company equipment
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Password setup for all necessary applications
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Complete advanced specific job role training
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Approval: Department Supervisor
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Assignment of first week duties and targets
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One-on-one session with supervisor or mentor
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Attend welcome event for new members
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Activate email account and company intranet access
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Perform first week duties and activities
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Approval: First Week Performance Review
Submit application form and documents for review
Please fill out the application form and provide all required documents for review. This is the first step in the onboarding process and is crucial for us to begin the evaluation process. The submitted documents will be reviewed to ensure they meet the necessary requirements for joining Keller Williams. If there are any missing or incomplete documents, we will notify you so that you can provide them as soon as possible. The result of this task will determine whether you can proceed to the next steps of the onboarding process. Do you have all the necessary documents ready? What documents are required to proceed with the application?
Initial data entry for onboarding
Now that your documents have been reviewed and approved, we need you to provide some initial information to start the onboarding process. This task involves entering your basic personal and contact details, as well as emergency contact information. It is important that all information provided is accurate and up-to-date. How would you rate your data entry skills? Can you provide your personal and contact details in the following fields?
Approval: HR officer to validate application
Will be submitted for approval:
Submit application form and documents for review
Will be submitted
Access and review Keller Williams procedures and code of conduct
Familiarizing yourself with Keller Williams' procedures and code of conduct is essential for maintaining a professional and respectful workplace environment. You are required to go through the provided procedures and code of conduct documents thoroughly, paying attention to the expectations, guidelines, and policies outlined. Once you have reviewed the documents, please confirm your understanding and agreement by acknowledging them in the form provided. Can you access and review the Keller Williams procedures and code of conduct? Do you have any questions or concerns about the content?
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Yes
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No
Complete online basic training
In order to get started with your role at Keller Williams, you are required to complete the online basic training. This training will provide you with a solid foundation of knowledge and skills necessary for your day-to-day tasks. It covers various topics such as company policies, customer service, and technology tools. The training should take approximately [insert estimated time] to complete. How confident are you in your ability to complete online training? Can you access the online training platform and complete the following tasks?
Approval: Training Officer
Will be submitted for approval:
Complete online basic training
Will be submitted
Set up workplace station with required technology
Setting up your workplace station with the necessary technology is crucial for you to effectively and efficiently carry out your role at Keller Williams. Please ensure that you have the required resources and tools listed below. For any missing items, please notify the IT department immediately. Do you have all the necessary technology setup? Can you confirm the availability of the following items?
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Computer
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Monitor
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Keyboard
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Mouse
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Phone
Introduction to team and other departments
Building relationships and understanding the roles and responsibilities of your team members and other departments is important for collaboration and effective communication within Keller Williams. Take the opportunity to introduce yourself to your team members and schedule meetings or informal gatherings to get to know them better. Additionally, familiarize yourself with the other departments in Keller Williams and their functions. Who are your team members? Have you had the chance to meet and interact with them yet?
Create and activate single sign-on for Keller Williams systems
As part of the onboarding process, you will be provided with a single sign-on (SSO) account that will allow you to access various Keller Williams systems and applications with a single set of credentials. Please provide the required information below to create and activate your SSO account. How comfortable are you with using single sign-on for accessing multiple systems? Can you provide the necessary details for the creation and activation of your SSO account?
Badge and access card generation
To ensure secure access to Keller Williams premises, you will be issued a badge and access card. Please provide the required information to generate your badge and access card. It is important to keep your badge and access card safe and report any loss or damage immediately. Are you ready to get your badge and access card? Can you provide the following details for the generation of your badge and access card?
Receive welcome pack and company equipment
As a new member of Keller Williams, you will receive a welcome pack and necessary company equipment to support you in your role. This welcome pack includes essential documentation, company policies, and any other materials relevant to your position. Please confirm your delivery address and availability to receive the welcome pack and company equipment. Have you received the welcome pack and company equipment? Can you confirm your delivery address and availability to receive the package?
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Laptop
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Headset
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Stationery
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Manuals
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Company Policies
Password setup for all necessary applications
To ensure the security of Keller Williams' systems and applications, it is important to set up strong and unique passwords for all necessary applications. Please follow the guidelines provided for creating passwords. Have you set up passwords for all necessary applications? Can you provide the required passwords for each application?
Complete advanced specific job role training
In addition to the basic training, you will be required to undergo advanced specific job role training. This training is tailored to your specific role at Keller Williams and will cover topics that are essential for performing your duties effectively. You will receive more details about the training and how to access it. How prepared do you feel for the advanced specific job role training? Can you allocate time and resources to complete the training?
Approval: Department Supervisor
Will be submitted for approval:
Complete advanced specific job role training
Will be submitted
Assignment of first week duties and targets
To ensure a smooth transition and effective performance, you will be assigned specific duties and targets for your first week at Keller Williams. These duties may include familiarizing yourself with the company's systems, processes, and policies, as well as completing initial tasks related to your role. Please provide your availability and any potential conflicts that may affect your ability to complete these duties and targets. Are you ready to take on your first week duties and targets? Can you provide your availability and identify any potential conflicts?
One-on-one session with supervisor or mentor
To support your onboarding and assist with any questions or concerns, you will have a one-on-one session with your supervisor or assigned mentor. This session is an opportunity to discuss your role, expectations, and any additional support or resources you may need. Do you have any specific questions or concerns you would like to address during the one-on-one session? Can you provide your preferred meeting time or schedule?
Attend welcome event for new members
Activate email account and company intranet access
