Prepare necessary documentation and onboarding packet for new IT Support Specialist
2
Assign company equipment and tools to new hire
3
Setup IT systems access for new hire
4
Ensure new hire completes company policy training
5
Assign new hire to an experienced mentor for guidance
6
Approval: Mentor Assignment
7
Arrange initial meetings with team members and supervisors
8
Train new hire on company's IT infrastructure and systems
9
Provide specific IT support training if necessary
10
Ensure new hire completes any required certifications and courses
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Approval: Certification Completion
12
Assign new hire their first set of responsibilities and tasks
13
Check-in on new hire's progress and comfortability after initial week
14
Approval: Initial Performance Review
15
Schedule regular monthly performance evaluations
16
Set goals and expectations for new hire
17
Provide detailed rundown on customer service etiquette and standards
18
Ensure new hire understands mechanisms for reporting issues and concerns
19
Prepare an evaluation report of the onboarding process
Prepare necessary documentation and onboarding packet for new IT Support Specialist
This task involves preparing all the necessary documentation and onboarding materials for the new IT Support Specialist. The goal is to ensure they have all the information they need to start their job smoothly. The task includes creating a welcome letter, providing a detailed job description, and sharing any relevant policies and procedures. Are you ready to create the onboarding packet? Let's get started!
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Employee handbook
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Code of conduct
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IT policies
Assign company equipment and tools to new hire
In this task, you will assign the necessary company equipment and tools to the new IT Support Specialist. This includes providing a laptop, mobile phone, and any other devices or tools they may require. The goal is to ensure they have everything they need to perform their job effectively. Let's make sure the new hire is equipped for success!
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Laptop
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Mobile phone
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Headset
Setup IT systems access for new hire
This task involves setting up IT systems access for the new IT Support Specialist. The goal is to ensure they have the necessary access permissions to perform their job effectively. You will need to create user accounts, provide login credentials, and grant access to relevant systems and databases. Let's get the new hire up and running with IT systems access!
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Email
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CRM
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Knowledge base
Ensure new hire completes company policy training
This task is crucial for ensuring the new IT Support Specialist understands and complies with company policies. You will need to provide the necessary training materials and ensure the new hire completes the training within a specified timeframe. The goal is to ensure they are aware of the policies and can adhere to them in their role. Are you ready to ensure policy compliance? Let's get started!
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Completed
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Not completed
3
In progress
Assign new hire to an experienced mentor for guidance
In this task, you will assign an experienced IT Support Specialist as a mentor to the new hire. The mentor will provide guidance, support, and answer any questions the new hire may have during their onboarding process. The goal is to ensure a smooth transition and enable the new hire to learn from the experience of the mentor. Let's pair up the new hire with a mentor for guidance!
Approval: Mentor Assignment
Will be submitted for approval:
Assign new hire to an experienced mentor for guidance
Will be submitted
Arrange initial meetings with team members and supervisors
This task involves arranging initial meetings between the new IT Support Specialist, team members, and supervisors. The goal is to introduce the new hire to their colleagues, establish relationships, and provide an opportunity for them to ask questions and get to know the team. Let's schedule some meetings to facilitate a smooth integration into the team!
Train new hire on company's IT infrastructure and systems
This task involves training the new IT Support Specialist on the company's IT infrastructure and systems. The goal is to ensure they have a solid understanding of the systems they will be working with and can provide effective support to users. You will need to provide training materials, demonstrations, and hands-on practice opportunities. Let's get the new hire familiar with the company's IT infrastructure and systems!
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Online courses
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In-person training
3
Self-paced learning
Provide specific IT support training if necessary
In this task, you will provide specific IT support training to the new hire if necessary. This could include training on specific software applications, troubleshooting techniques, or customer service skills. The goal is to ensure the new hire is well-equipped to handle IT support requests effectively. Let's provide targeted training to enhance their IT support skills!
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Software A
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Troubleshooting techniques
3
Customer service skills
Ensure new hire completes any required certifications and courses
This task involves ensuring the new IT Support Specialist completes any required certifications and courses. You will need to provide information on the certifications and courses, including deadlines and resources. The goal is to ensure the new hire has the necessary qualifications to perform their job effectively. Let's make sure the new hire is certified and ready to go!
Approval: Certification Completion
Will be submitted for approval:
Ensure new hire completes any required certifications and courses
Will be submitted
Assign new hire their first set of responsibilities and tasks
In this task, you will assign the new IT Support Specialist their first set of responsibilities and tasks. The goal is to provide them with real work experience and begin integrating them into the team. You will need to provide a list of responsibilities and tasks, along with any relevant instructions. Let's assign some tasks to the new hire and get them started!
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Ticket management
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Software installations
3
Hardware troubleshooting
Check-in on new hire's progress and comfortability after initial week
This task involves checking in on the new IT Support Specialist's progress and comfortability after their initial week. The goal is to ensure they are settling in well, have any questions or concerns addressed, and are making progress in their role. Let's touch base with the new hire and provide any necessary support or guidance!
Approval: Initial Performance Review
Will be submitted for approval:
Check-in on new hire's progress and comfortability after initial week
Will be submitted
Schedule regular monthly performance evaluations
In this task, you will schedule regular monthly performance evaluations for the new IT Support Specialist. The goal is to provide feedback, assess their performance, and identify areas for improvement or further training. You will need to set up recurring meetings and provide a performance evaluation form or template. Let's create a schedule for monthly performance evaluations!
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Technical skills
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Communication skills
3
Problem-solving ability
Set goals and expectations for new hire
This task involves setting goals and expectations for the new IT Support Specialist. The goal is to provide them with clear objectives to work towards and ensure alignment with the company's mission and values. You will need to discuss and define goals, discuss performance expectations, and provide any necessary resources or support. Let's set some goals and expectations for the new hire!
Provide detailed rundown on customer service etiquette and standards
In this task, you will provide the new IT Support Specialist with a detailed rundown on customer service etiquette and standards. The goal is to ensure they understand the importance of delivering excellent customer service and are familiar with the company's customer service standards. Let's provide them with the knowledge and skills to provide exceptional customer service!
Ensure new hire understands mechanisms for reporting issues and concerns
This task involves ensuring the new IT Support Specialist understands the mechanisms for reporting issues and concerns within the company. The goal is to provide them with a clear process for raising issues or concerns and ensure they feel comfortable doing so. Let's make sure the new hire knows how to report issues and concerns effectively!
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IT manager
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HR department
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Supervisor
Prepare an evaluation report of the onboarding process
In this task, you will prepare an evaluation report of the onboarding process for the new IT Support Specialist. The goal is to assess the effectiveness of the onboarding process, identify areas for improvement, and gather feedback from the new hire. You will need to analyze the onboarding experience, gather feedback, and document your findings. Let's evaluate the onboarding process to continuously improve!
