x Hiring and Off Boarding

On Boarding New Team Members

• 1. Give them welcome audio to listen to

Listen to 'New Team Member Welcome' audio

Dropbox>Operations Manual 2015 > Company> Hiring and Offboarding

• 1. Set up inside:

     1. • TeamWork

        • Wiki

  2. Assign initial tasks in TW and update in the wiki

  3. Share any needed passwords via LastPass

  4. Give access to Dropbox folders as needed

  5. Set up user accounts for Wordpress websites (if needed)

  6. Create a new user account in Infusionsoft (will also enable access to FuseDesk)

  7. Set up company email address and establish signature line and policies

  8. Sign contract and confidentiality agreement - Sandy to keep on file

  9. Establish dates for invoices and payments

  10. Request any tax information and mailing address

  11. Update team member list in the Wiki and the organization chart

1. Have new team member watch welcome video WHERE IS THIS

Additional for Book keeper

• 1. Set up Westpac access for all accounts they will be utilising

  2. Set up Eway access

  3. Set up Paypal Access

  4. Set up Intuit access

Off Boarding

When a team member's final day is determined the following needs to be completed:

• 1. Reassign TW tasks to other team members

  2. Remove all shared passwords via LastPass

  3. Remove access to Dropbox folders

  4. Remove access to WordPress sites (video)

  5. Remove Admin access to the ISCA Facebook page and Remove as a member

  6. Disable user account in Infusionsoft (will also remove from FuseDesk and Customer Hub - double check)

  7. Reassign all cases from FuseDesk to another member

  8. Manually change in LastPass any passwords that were known

  9. Redirect any company related email to FuseDesk

  10. Reassign contacts in Infusionsoft (video)

  11. Check if they have IT host access and remove

  12. Provide letter of termination/separation or agreement conclusion

  13. Make any final payments for work or expenses

  14. Confirm mailing address for tax information

  15. Update team member list in the Wiki and the organization chart

Files in Dropbox:

Getting to Know you questions for hiring

Team Member Confidentiality Agreement