New Hire Onboarding – Applied Business Solutions

NEW HIRE ONBOARDING FOR APPLIED BUSINESS SOLUTIONS

Verbal Offer to Candidate

"We are excited to offer you [Insert Position Title] for Applied Business Solutions the position will begin on [Insert Date] and the pay will be [Insert Hourly Equivalent Rate]. We will follow up this verbal offer with a formal offer sent over via email. Do you verbally accept?"

Once the verbal acceptance is completed send over the formal offer letter with the necessary fields completed. 

Send the formal offer letter to the new hires email address using Hello Sign

HelloSign URL: https://app.hellosign.com/

Username: [email protected]

Password: Applied321!

Retrieve the completed Zoho information for the candidate onboarding form. 

• URL: https://forms.zoho.com/
• Username: [email protected]
• Password: B&N&mGp2*6H8
• Click the "All Entries" option under "Applied Staffing New Employee Form"

Retrieve any worksite specific information from Bullhorn. Check the position being recruited for and ensure that the candidate profile has a completed workflow. 

http://cls33.bullhornstaffing.com/BullhornStaffing/

Email the below to the new hire information to have the completed onboarding intake document completed.

This is an HTML formatted email. 

Retrieve the completed Zoho information for the candidate onboarding form. 

• URL: https://forms.zoho.com/
• Username: [email protected]
• Password: B&N&mGp2*6H8
• Click the "All Entries" option under "Applied Staffing New Employee Form"

Go to Client: 000103 Applied Business Solutions and in the search bar go to New Hire to complete the New Hire initiation.

• You will need the offer letter and the "Applied Staffing New Hire" form answers to complete
• Select the "This employee will be completing the onboarding process on the web"
• All employee information is contained in the Zoho form: Internal New Employee Form
• All Salary employees will need the "Auto Timesheet" box selected and 40 hours populated.
• Click the "Save" button once completed
• Sales people will report to Blake Odom for temporary basis.

Go to Client: 000251 Applied Insurance Advisors and in the search bar go to New Hire to complete the New Hire initiation.

• You will need the offer letter and the "Applied Staffing New Hire" form answers to complete
• Select the "This employee will be completing the onboarding process on the web"
• All employee information is contained in the Zoho form: Internal New Employee Form
• All Salary employees will need the "Auto Timesheet" box selected and 40 hours populated.
• Click the "Save" button once completed

The new hire will receive the following email notification after their information has been entered. This requires that they register/create the login for the prismhr employee portal. 

YOU DO NOT HAVE TO SEND THEM THIS EMAIL.

Dear <<EMPLOYEE_FIRST_NAME>>,

Welcome to <<CLIENT_NAME>>! In order to complete your new hire forms, please follow this link to https://aaf.prismhr.com/aaf/auth/#/login?lang=en

The Employee Login screen appears after you click the link provided. Please click on the 'Register' button in the right-hand corner to create your unique username and password. Once you log in, you will be directed to begin the onboarding process by pressing "Get Started."

The Onboarding team is here to help! You can contact us at [email protected] or call 855-792-2808.

Sincerely,

Applied Support Team

Email to New Hire once prismhr onboarding has been completed by the employee. 

Employee must have gone into the prismhr employee portal onboarding to have completed. 

Add section to the notice to Victoria to update directory, all hands meeting, dept meetings

All laptops, monitors, headsets, and docking stations must be logged into the asset tracking software. 

Asset Tracker: https://www.reftab.com/login 

User: [email protected]

Password: Applied321!

Apps to pin to Taskbar

Microsoft Outlook Signature

Name: {{form.New_Hire_First_and_Last_Name}}

Position Title: {{form.New_Hire_Position_Title}}

Google Chrome Passportal Extension

Saved Logins and Passwords

Wrapping Up

Add the Microsoft Teams and SharePoint access

Sharepoint Access by Department.xlsx

Email distribution lists to add:

Team Email Access by Department.xlsx

Need to add email to employee with login name and URL. Also need to have list of all user setting requirements sMFA , Superuser, etc.

Need to update with new user requirements. include a photo with the updates for SMFA

PrismHR Service Provider Roles.xlsx

CRC URL - https://prismhr.force.com/CSC/s/login/?ec=302&startURL=%2FCSC%2Fs%2Fmy-open-cases

create a new ticket by clicking the "home" icon, then clicking the box with "Ask Support", and finally clicking "Submit A Case"

Template Email: (must be copy and pasted)

Priority: Low

Platform: PrismHR

Product Issue: Customer Resource Center (CRC)

Summary: Please add new user to CRC and LMS

Details: 

New user needed in the CRC and PrismHR LMS

Employee Name: {{form.New_Hire_First_and_Last_Name}}

Employee Email: {{form.New_Hire_Preferred_Name}}.{{form.New_Hire's_Last_Name_Initial}}{{form.Email_domain:}}

CRC Access is: {{form.Is_CRC_access_needed_for_the_position?}}

Also, please assign Prism LMS access to the employee.

Sample Company ID: 000103

Sample ID: NA

COMPLETE and ATTACH the PrismHR LMS New User spreadsheet. Employee Manager MUST be [email protected]

Create user profile in Training Today LMS under the Applied PEO Team and ensure new hire is assigned to required trainings courses (should be auto-assigned by system):

1. Preventing Sexual Harassment: A Guide for Employees

2. Email Security Module 4: Email Security: Recognizing a Cyber Attack

Creating a user profile:

• Login to the system

LMS URL: https://gold.trainingtoday.com/account/Login

Login: Use personal login credentials

• Go to Applied PEO Team
• Click Add a new person to this team
• Enter new hire First Name and Last Name
• Enter new hire ABS email address in Username field
• Keep Send an email to this person with a link to login box checked
• Enter ABS email address in the Email field
• Click Add person to save the profile

Once the profile is created, click Courses to make sure the employee is enrolled in the required courses (screenshot below).

If the user is not auto-assigned to the required courses:

• Click the Assign to Course button on the right
• Search for the course names
• Click the checkbox next to each course to select it
• Click Assign

(Do not click the email/text notification box because the user should already have a login email to the system from the previous steps).

Assign the new hire to their 30-day, 90-day, and Semi-Annual Appraisals in the Performance Management System.

URL: https://setup.appliedpeotalent.com/cmc

UN: [email protected]

PW: Applied321!

Update the organization's directory found at: 

Applied Directory

First Day Checklist: