New Employee Process

Once we have offered a job to a potential candidate and they have accepted the job offer, then we start the new employee process.

1. Log into Teamwork and go to the Savvy Ops - HR project

2. On the left-hand side select All Lists

3. Click on the blue + Add Task List button, and add a list called New Employee - [Name] and click on Save Changes

4. Click on the three dots beside the name of the new task list and hover the mouse over Templates... and select + Add Tasks from Template

5. From the dropdown that appears select the applicable template - New Employee, New Contractor, or New Global Team Member - and then click on the blue Apply Template button

6. Go through the task list and delegate tasks as required. Some will be pre-populated for you based on who normally does the task, or will have a tag referring to who should action it - eg, Account Manager, VA, Office Administrat, General Manager, etc

7. With the employee's first day in mind, add start and due dates to all tasks

Note: Paperwork, app set-ups and calendar tasks should all be done as early as possible to ensure that they are ready for the employee's start date.